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Thomson Reuters

480 hedge funds and large institutions have $14.5B invested in Thomson Reuters in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 157 increasing their positions, 186 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more call options, than puts

Call options by funds: $51.5M | Put options by funds: $15.8M

1% more capital invested

Capital invested by funds: $14.4B → $14.5B (+$155M)

0.07% more ownership

Funds ownership: 18.59%18.66% (+0.07%)

2% less funds holding

Funds holding: 492480 (-12)

11% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 53

16% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 186

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
480
Holders Change
-12
Holders Change %
-2.44%
% of All Funds
6.89%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
47
Increased
157
Reduced
186
Closed
53
Calls
$51.5M
Puts
$15.8M
Net Calls
+$35.7M
Net Calls Change
+$627K
Name Holding Trade Value Shares
Change
Change in
Stake
VT
226
Vise Technologies
New York
$1M +$73.4K +435 +8%
RJFSA
227
Raymond James Financial Services Advisors
Florida
$994K -$59.4K -352 -6%
IWC
228
Integrated Wealth Concepts
Massachusetts
$991K -$271K -1,606 -22%
Envestnet Portfolio Solutions
229
Envestnet Portfolio Solutions
Illinois
$977K -$974K -5,771 -51%
OIA
230
OneDigital Investment Advisors
Kansas
$972K +$23.3K +138 +3%
NRD
231
Nebula Research & Development
New York
$968K +$81.4K +482 +9%
NIM
232
Nexus Investment Management
Ontario, Canada
$962K
BCV
233
Banque Cantonale Vaudoise
Switzerland
$954K +$911K +5,396 +5,188%
ECM
234
Evergreen Capital Management
Washington
$949K +$6.58K +39 +0.7%
Aviva
235
Aviva
United Kingdom
$942K -$5.4K -32 -0.6%
Cetera Investment Advisers
236
Cetera Investment Advisers
Illinois
$909K -$271K -1,603 -23%
RWM
237
Ritholtz Wealth Management
New York
$907K +$58.6K +347 +7%
CCA
238
Checchi Capital Advisers
California
$900K -$3.38K -20 -0.4%
UM
239
UniSuper Management
Australia
$900K
Empower Advisory Group
240
Empower Advisory Group
Colorado
$887K -$39.3K -233 -4%
BFS
241
Bradley Foster & Sargent
Connecticut
$884K
FTDI
242
First Trust Direct Indexing
Massachusetts
$876K +$115K +680 +16%
HT
243
Headlands Technologies
Illinois
$868K +$846K +5,010 New
AAS
244
Avantax Advisory Services
Texas
$866K -$505K -2,993 -37%
BEI
245
Benjamin Edwards Inc
Missouri
$833K +$318K +1,884 +65%
FFA
246
Farther Finance Advisors
California
$833K -$123K -728 -13%
PCG
247
Prosperity Consulting Group
Maryland
$829K +$17K +101 +2%
Assenagon Asset Management
248
Assenagon Asset Management
Luxembourg
$823K +$107K +632 +15%
Baird Financial Group
249
Baird Financial Group
Wisconsin
$810K +$1.86K +11 +0.2%
HC
250
Henshaw Capital
Massachusetts
$798K +$514K +3,045 +195%

TRI Hedge Fund Activity: Q3 2024 in Review

480 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q3 2024, worth a combined $14.5B — up 1.1% from $14.4B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of TRI and 47 opened new positions — a net loss of 6 holders — while 186 trimmed existing stakes and 157 added.

The largest buyer was Fidelity International, adding an estimated $92.5M. The largest seller was WCM Investment Management, exiting entirely with an estimated $185M sold.

  • 480 institutional investors held Thomson Reuters (TRI) as of Q3 2024, down from 492 in Q2 2024.
  • Funds reported $14.5B of Thomson Reuters stock for Q3 2024, up 1.1% quarter-over-quarter.
  • 47 funds opened new Thomson Reuters positions in Q3 2024 and 53 closed out, a net change of -6 holders.
  • The largest Thomson Reuters buyer in Q3 2024 was Fidelity International, an estimated $92.5M added.
  • The largest Thomson Reuters seller in Q3 2024 was WCM Investment Management, an estimated $185M sold.

Based on aggregated 13F filings for Q3 2024.