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Thomson Reuters

439 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, 159 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

441% more call options, than puts

Call options by funds: $69.9M | Put options by funds: $12.9M

129% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 34

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

18% more capital invested

Capital invested by funds: $11B → $13B (+$2.02B)

10% more funds holding

Funds holding: 400439 (+39)

0.08% less ownership

Funds ownership: 19.33%19.25% (-0.08%)

16% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 159

Holders
439
Holders Change
+39
Holders Change %
+9.75%
% of All Funds
6.4%
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
159
Closed
34
Calls
$69.9M
Puts
$12.9M
Net Calls
+$57M
Net Calls Change
+$35.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
226
Ritholtz Wealth Management
New York
$669K +$16.5K +122 +3%
FBFS
227
First Business Financial Services
Wisconsin
$655K -$120K -886 -17%
QP
228
Quilter Plc
United Kingdom
$649K -$399K -2,954 -40%
PCS
229
Personal CFO Solutions
New Jersey
$648K -$2.43K -18 -0.4%
OIA
230
OneDigital Investment Advisors
Kansas
$640K +$112K +829 +24%
MGWM
231
Marks Group Wealth Management
Minnesota
$640K -$8.37K -62 -1%
BGCP
232
Bristol Gate Capital Partners
Ontario, Canada
$637K -$52.1K -386 -8%
PAS
233
Park Avenue Securities
New York
$624K -$12.6K -93 -2%
FTDI
234
First Trust Direct Indexing
Massachusetts
$614K +$17.2K +127 +3%
PAG
235
Private Advisor Group
New Jersey
$609K +$186K +1,379 +51%
BJL
236
Brighton Jones LLC
Washington
$607K +$552K +4,087 New
WFI
237
West Family Investments
California
$598K +$5.67K +42 +1%
Vontobel Holding
238
Vontobel Holding
Switzerland
$585K -$122K -904 -19%
XT
239
XTX Topco
Cayman Islands
$584K +$189K +1,396 +55%
State of Wisconsin Investment Board
240
State of Wisconsin Investment Board
Wisconsin
$578K
Assenagon Asset Management
241
Assenagon Asset Management
Luxembourg
$576K +$92K +681 +21%
VPI
242
Value Partners Investments
Manitoba, Canada
$562K +$52.1K +386 +11%
KFI
243
Key Financial Inc
Pennsylvania
$560K -$4.73K -35 -0.9%
PI
244
PFG Investments
New York
$559K +$64.3K +476 +14%
CPC
245
Cookson Peirce & Co
Pennsylvania
$550K +$7.02K +52 +1%
CAN
246
Cetera Advisor Networks
California
$549K +$29.9K +221 +6%
First Manhattan
247
First Manhattan
New York
$547K
NA
248
NewEdge Advisors
Louisiana
$541K +$43.2K +320 +10%
JGIA
249
Jackson Grant Investment Advisers
Connecticut
$538K
PWPS
250
Pinnacle Wealth Planning Services
Ohio
$533K +$4.59K +34 +1%