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Thomson Reuters
TRI

Overview Fund Activity

438 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, 158 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+39
Holders Change %
+9.77%
% of All Funds
6.42%
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
158
Closed
34
Calls
$69.9M
Puts
$12.9M
Net Calls
+$57M
Net Calls Change
+$35.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$311M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$551M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$915M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$201M
5
Fidelity International
Fidelity International
Bermuda
$730M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$673M
2
WCM Investment Management
WCM Investment Management
California
$165M
3
First Trust Advisors
First Trust Advisors
Illinois
$2.61M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$806M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$7.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
251
D.A. Davidson & Co
Montana
$521K – – –
TFS
252
Thoroughbred Financial Services
Tennessee
$510K -$22.6K -155 -4%
PP
253
PrairieView Partners
Minnesota
$510K +$46.7K +319 +10%
SWM
254
SilverOak Wealth Management
Minnesota
$508K +$508K +3,476 New
SWS
255
SYSTM Wealth Solutions
Illinois
$499K +$18.6K +127 +4%
EGM
256
Engineers Gate Manager
New York
$496K -$70.2K -480 -12%
SIM
257
Sentry Investment Management
Wisconsin
$481K +$481K +3,293 New
DWM
258
Dakota Wealth Management
Florida
$478K -$2.05K -14 -0.4%
SBF
259
Sara-Bay Financial
Florida
$478K -$14.3K -98 -3%
Wellington Management Group
260
Wellington Management Group
Massachusetts
$477K -$195K -1,326 -29%
SWP
261
Significant Wealth Partners
Illinois
$475K +$475K +3,246 New
BIC
262
Beach Investment Counsel
Pennsylvania
$472K – – –
CCB
263
Country Club Bank
Missouri
$459K – – –
FFO
264
Fiduciary Family Office
Florida
$457K +$457K +3,124 New
PA
265
Parallel Advisors
California
$450K +$439 +3 +0.1%
FA
266
FDx Advisors
Illinois
$448K -$98.5K -674 -18%
CIM
267
Contravisory Investment Management
Massachusetts
$448K -$4.24K -29 -0.9%
BEI
268
Benjamin Edwards Inc
Missouri
$441K -$58.4K -398 -12%
CI
269
Cigna Investments
Connecticut
$441K – – –
PFS
270
Prospera Financial Services
Texas
$429K -$1.16M -7,953 -73%
FAIM
271
Financial Advocates Investment Management
Washington
$428K +$21.3K +145 +5%
WSCM
272
Wellington Shields Capital Management
New York
$423K – – –
WHG
273
Westwood Holdings Group
Texas
$422K – – –
TFA
274
Transamerica Financial Advisors
Florida
$421K -$114K -780 -21%
CA
275
Cetera Advisors
Colorado
$416K +$1.62K +11 +0.4%
9 10
11
12 13