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Thomson Reuters
TRI

Overview Fund Activity

390 hedge funds and large institutions have $11B invested in Thomson Reuters in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 91 increasing their positions, 235 reducing their positions, and 67 closing their positions.

Holders
390
Holders Change
-20
Holders Change %
-4.88%
% of All Funds
6.15%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
47
Increased
91
Reduced
235
Closed
67
Calls
$71.8M
Puts
$29.5M
Net Calls
+$42.3M
Net Calls Change
+$20.2M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$557M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$519M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$389M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$605M
5
BNP Paribas Asset Management
5
BNP Paribas Asset Management
France
$61.4M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.78B
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$573M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$0
4
WCM Investment Management
4
WCM Investment Management
California
$83M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$34.3M
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
251
Private Advisor Group
New Jersey
$374K 2,770 +10 +0.4%
MC
252
Moors & Cabot
Massachusetts
$365K 2,706 -66 -2%
FAIM
253
Financial Advocates Investment Management
Washington
$361K 2,673 -32 -1%
KPWS
254
Kestra Private Wealth Services
Texas
$361K 2,673 +2,673 New
PFO
255
Pathstone Family Office
New Jersey
$358K 2,594 -955 -27%
QCG
256
Quadrant Capital Group
Ohio
$354K 2,620 -907 -26%
HNW
257
High Note Wealth
Minnesota
$352K 2,612 -98 -4%
Federated Hermes
258
Federated Hermes
Pennsylvania
$350K 2,589 +2,589 New
SFA
259
Sequoia Financial Advisors
Ohio
$346K 2,564 +6 +0.2%
AWM
260
Axxcess Wealth Management
California
$342K 2,531 -2,432 -49%
PEA
261
Park Edge Advisors
Ohio
$333K 2,467 -94 -4%
MOS
262
MGO One Seven
Ohio
$332K 2,461 -428 -15%
DC
263
Davenport & Co
Virginia
$327K 2,417 -130 -5%
BL
264
Balentine LLC
Georgia
$326K 2,414 -30 -1%
CPG
265
Cornerstone Planning Group
New Jersey
$325K 2,408 +2,408 New
SW
266
SVB Wealth
Massachusetts
$319K 2,364 +2,364 New
Northwestern Mutual Wealth Management
267
Northwestern Mutual Wealth Management
Wisconsin
$311K 2,303 -91 -4%
DI
268
DFPG Investments
Utah
$296K 2,233 -27 -1%
BC
269
Bridgefront Capital
Texas
$296K 2,190 -1,150 -34%
PP
270
PDS Planning
Ohio
$292K 2,166 +310 +17%
BCIM
271
British Columbia Investment Management
British Columbia, Canada
$292K 2,163 +2,163 New
PSP
272
Principal Street Partners
Tennessee
$288K 2,136 -82 -4%
FMWA
273
Forvis Mazars Wealth Advisors
Missouri
$282K 2,089 +2,089 New
William Blair & Company
274
William Blair & Company
Illinois
$279K 2,070 -219 -10%
BIM
275
Bridges Investment Management
Nebraska
$279K 2,067 -77 -4%
9 10
11
12 13