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Thomson Reuters

492 hedge funds and large institutions have $14.4B invested in Thomson Reuters in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 159 increasing their positions, 179 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $55.1M | Put options by funds: $20M

100% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 32

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

9% more capital invested

Capital invested by funds: $13.2B → $14.4B (+$1.19B)

5% more funds holding

Funds holding: 467492 (+25)

0.17% more ownership

Funds ownership: 18.42%18.59% (+0.17%)

11% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 179

Holders
492
Holders Change
+25
Holders Change %
+5.35%
% of All Funds
7.11%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
64
Increased
159
Reduced
179
Closed
32
Calls
$55.1M
Puts
$20M
Net Calls
+$35.1M
Net Calls Change
-$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
226
OneDigital Investment Advisors
Kansas
$937K +$332K +2,004 +58%
Aviva
227
Aviva
United Kingdom
$936K -$766K -4,620 -46%
ECM
228
Evergreen Capital Management
Washington
$931K +$6.3K +38 +0.7%
VT
229
Vise Technologies
New York
$916K -$24.4K -147 -3%
Empower Advisory Group
230
Empower Advisory Group
Colorado
$916K +$628K +3,786 +242%
UM
231
UniSuper Management
Australia
$899K +$277K +1,674 +77%
CCA
232
Checchi Capital Advisers
California
$893K -$7.13K -43 -0.8%
NRD
233
Nebula Research & Development
New York
$874K +$846K +5,103 New
BFS
234
Bradley Foster & Sargent
Connecticut
$873K
BRWA
235
B. Riley Wealth Advisors
Florida
$848K -$50.2K -303 -6%
PP
236
Paloma Partners
Connecticut
$843K +$816K +4,923 New
PAMP
237
Polar Asset Management Partners
Ontario, Canada
$842K +$816K +4,923 New
RWM
238
Ritholtz Wealth Management
New York
$836K +$21.2K +128 +3%
QP
239
Quilter Plc
United Kingdom
$814K -$4.31K -26 -0.5%
BCM
240
Bayesian Capital Management
New York
$812K +$786K +4,741 New
PCG
241
Prosperity Consulting Group
Maryland
$802K -$7.29K -44 -0.9%
Baird Financial Group
242
Baird Financial Group
Wisconsin
$799K -$110K -663 -12%
FTDI
243
First Trust Direct Indexing
Massachusetts
$750K -$8.12K -49 -1%
KPWS
244
Kestra Private Wealth Services
Texas
$743K -$165K -993 -19%
SC
245
Syon Capital
California
$739K -$995 -6 -0.1%
PAG
246
Private Advisor Group
New Jersey
$720K +$172K +1,040 +33%
MGWM
247
Marks Group Wealth Management
Minnesota
$720K -$2.32K -14 -0.3%
SA
248
Sanctuary Advisors
Indiana
$713K +$754K +4,550 New
BJL
249
Brighton Jones LLC
Washington
$706K +$3.81K +23 +0.6%
FRM
250
Fox Run Management
Connecticut
$706K +$683K +4,121 New

TRI Hedge Fund Activity: Q2 2024 in Review

492 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q2 2024, worth a combined $14.4B — up 9.1% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new TRI positions and 32 closed out — a net gain of 32 holders — while 159 added to existing stakes and 179 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $133M. The largest seller was Bank of Montreal, cutting an estimated $140M.

  • 492 institutional investors held Thomson Reuters (TRI) as of Q2 2024, up from 467 in Q1 2024.
  • Funds reported $14.4B of Thomson Reuters stock for Q2 2024, up 9.1% quarter-over-quarter.
  • 64 funds opened new Thomson Reuters positions in Q2 2024 and 32 closed out, a net change of +32 holders.
  • The largest Thomson Reuters buyer in Q2 2024 was Morgan Stanley, an estimated $133M added.
  • The largest Thomson Reuters seller in Q2 2024 was Bank of Montreal, an estimated $140M sold.

Based on aggregated 13F filings for Q2 2024.