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Thomson Reuters

439 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, 159 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

441% more call options, than puts

Call options by funds: $69.9M | Put options by funds: $12.9M

129% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 34

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

18% more capital invested

Capital invested by funds: $11B → $13B (+$2.02B)

10% more funds holding

Funds holding: 400439 (+39)

0.08% less ownership

Funds ownership: 19.33%19.25% (-0.08%)

16% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 159

Holders
439
Holders Change
+39
Holders Change %
+9.75%
% of All Funds
6.4%
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
159
Closed
34
Calls
$69.9M
Puts
$12.9M
Net Calls
+$57M
Net Calls Change
+$35.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CGL
251
Clarius Group LLC
Washington
$530K +$52K +385 +12%
DADC
252
D.A. Davidson & Co
Montana
$521K
TFS
253
Thoroughbred Financial Services
Tennessee
$510K -$20.7K -153 -4%
PP
254
PrairieView Partners
Minnesota
$510K +$42.4K +314 +10%
SWM
255
SilverOak Wealth Management
Minnesota
$508K +$462K +3,422 New
SWS
256
SYSTM Wealth Solutions
Illinois
$499K +$16.9K +125 +4%
EGM
257
Engineers Gate Manager
New York
$496K -$63.8K -472 -12%
SIM
258
Sentry Investment Management
Wisconsin
$481K +$438K +3,242 New
DWM
259
Dakota Wealth Management
Florida
$478K -$1.76K -13 -0.4%
SBF
260
Sara-Bay Financial
Florida
$478K -$13K -96 -3%
Wellington Management Group
261
Wellington Management Group
Massachusetts
$477K -$176K -1,305 -29%
SWP
262
Significant Wealth Partners
Illinois
$475K +$432K +3,196 New
BIC
263
Beach Investment Counsel
Pennsylvania
$472K
CCB
264
Country Club Bank
Missouri
$459K
FFO
265
Fiduciary Family Office
Florida
$457K +$415K +3,076 New
PA
266
Parallel Advisors
California
$450K +$405 +3 +0.1%
FA
267
FDx Advisors
Illinois
$448K -$89.6K -663 -18%
CIM
268
Contravisory Investment Management
Massachusetts
$448K -$3.78K -28 -0.9%
BEI
269
Benjamin Edwards Inc
Missouri
$441K -$52.8K -391 -12%
CI
270
Cigna Investments
Connecticut
$441K
PFS
271
Prospera Financial Services
Texas
$429K -$1.06M -7,830 -73%
FAIM
272
Financial Advocates Investment Management
Washington
$428K +$19.3K +143 +5%
WSCM
273
Wellington Shields Capital Management
New York
$423K
WHG
274
Westwood Holdings Group
Texas
$422K
TFA
275
Transamerica Financial Advisors
Florida
$421K -$104K -768 -21%