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Thomson Reuters
TRI

Overview Fund Activity

438 hedge funds and large institutions have $13B invested in Thomson Reuters in 2023 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 133 increasing their positions, 158 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+39
Holders Change %
+9.77%
% of All Funds
6.42%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
78
Increased
133
Reduced
158
Closed
34
Calls
$69.9M
Puts
$12.9M
Net Calls
+$57M
Net Calls Change
+$35.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$311M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$551M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$915M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$201M
5
Fidelity International
Fidelity International
Bermuda
$730M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$673M
2
WCM Investment Management
WCM Investment Management
California
$165M
3
First Trust Advisors
First Trust Advisors
Illinois
$2.61M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$806M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$7.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBFS
226
First Business Financial Services
Wisconsin
$655K -$132K -900 -17%
QP
227
Quilter Plc
United Kingdom
$649K -$436K -3,000 -40%
PCS
228
Personal CFO Solutions
New Jersey
$648K -$2.78K -19 -0.4%
OIA
229
OneDigital Investment Advisors
Kansas
$640K +$123K +842 +24%
MGWM
230
Marks Group Wealth Management
Minnesota
$640K -$9.07K -62 -1%
BGCP
231
Bristol Gate Capital Partners
Ontario, Canada
$637K -$57.4K -392 -8%
PAS
232
Park Avenue Securities
New York
$624K -$13.8K -94 -2%
FTDI
233
First Trust Direct Indexing
Massachusetts
$614K +$18.9K +129 +3%
PAG
234
Private Advisor Group
New Jersey
$609K +$205K +1,400 +51%
BJL
235
Brighton Jones LLC
Washington
$607K +$607K +4,151 New
WFI
236
West Family Investments
California
$598K +$6.14K +42 +1%
Vontobel Holding
237
Vontobel Holding
Switzerland
$585K -$134K -918 -19%
XT
238
XTX Topco
Cayman Islands
$584K +$207K +1,418 +55%
State of Wisconsin Investment Board
239
State of Wisconsin Investment Board
Wisconsin
$578K – – –
Assenagon Asset Management
240
Assenagon Asset Management
Luxembourg
$576K +$102K +692 +21%
VPI
241
Value Partners Investments
Manitoba, Canada
$562K +$57.4K +392 +11%
KFI
242
Key Financial Inc
Pennsylvania
$560K -$5.14K -35 -0.9%
PI
243
PFG Investments
New York
$559K +$70.6K +483 +14%
CPC
244
Cookson Peirce & Co
Pennsylvania
$550K +$7.76K +53 +1%
CAN
245
Cetera Advisor Networks
California
$549K +$33.1K +225 +6%
First Manhattan
246
First Manhattan
New York
$547K – – –
NA
247
NewEdge Advisors
Louisiana
$541K +$48.6K +325 +10%
JGIA
248
Jackson Grant Investment Advisers
Connecticut
$538K – – –
PWPS
249
Pinnacle Wealth Planning Services
Ohio
$533K +$4.97K +34 +0.9%
CGL
250
Clarius Group LLC
Washington
$530K +$57.2K +391 +12%
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