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Thomson Reuters

410 hedge funds and large institutions have $11.6B invested in Thomson Reuters in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 131 increasing their positions, 144 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 34

62% more call options, than puts

Call options by funds: $57.9M | Put options by funds: $35.7M

8% more capital invested

Capital invested by funds: $10.8B → $11.6B (+$820M)

3% more funds holding

Funds holding: 397410 (+13)

9% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 144

1.11% less ownership

Funds ownership: 18.66%17.55% (-1.1%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
410
Holders Change
+13
Holders Change %
+3.27%
% of All Funds
6.53%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
57
Increased
131
Reduced
144
Closed
34
Calls
$57.9M
Puts
$35.7M
Net Calls
+$22.1M
Net Calls Change
+$59.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SWS
251
SYSTM Wealth Solutions
Illinois
$420K +$15.7K +123 +4%
NWM
252
Northcape Wealth Management
New York
$419K +$390K +3,055 New
GIS
253
Grayhawk Investment Strategies
Alberta, Canada
$415K -$331K -2,594 -54%
CCB
254
Country Club Bank
Missouri
$408K -$64.8K -508 -14%
CAN
255
Cetera Advisor Networks
California
$408K +$16.4K +129 +5%
CI
256
Cigna Investments
Connecticut
$405K -$15K -118 -4%
PA
257
Parallel Advisors
California
$394K +$115K +900 +46%
BTWM
258
Baker Tilly Wealth Management
Wisconsin
$392K -$168K -1,321 -32%
WHG
259
Westwood Holdings Group
Texas
$390K
LIC
260
Laurus Investment Counsel
Canada
$382K
Janney Montgomery Scott
261
Janney Montgomery Scott
Pennsylvania
$382K -$3.95K -31 -1%
CP
262
Cumberland Partners
Ontario, Canada
$378K +$9.69K +76 +3%
BP
263
Ballentine Partners
Massachusetts
$376K +$5.48K +43 +2%
MOS
264
MGO One Seven
Ohio
$376K -$33K -259 -9%
Rockefeller Capital Management
265
Rockefeller Capital Management
New York
$375K -$20.5K -161 -6%
VPI
266
Value Partners Investments
Manitoba, Canada
$367K -$2.29K -18 -0.7%
DP
267
Dearborn Partners
Illinois
$365K -$71.9K -564 -17%
MC
268
Moors & Cabot
Massachusetts
$361K
PAG
269
Private Advisor Group
New Jersey
$359K +$334K +2,619 New
HNW
270
High Note Wealth
Minnesota
$353K
NA
271
NewEdge Advisors
Louisiana
$352K -$14.9K -117 -4%
FAIM
272
Financial Advocates Investment Management
Washington
$352K +$327K +2,567 New
SI
273
Stephens Inc
Arkansas
$343K +$32.1K +252 +11%
CCIA
274
Campbell & Co Investment Adviser
Maryland
$340K +$316K +2,482 New
PEA
275
Park Edge Advisors
Ohio
$333K -$19.4K -152 -6%