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Thomson Reuters
TRI

Overview Fund Activity

465 hedge funds and large institutions have $13.2B invested in Thomson Reuters in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 145 increasing their positions, 172 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+27
Holders Change %
+6.16%
% of All Funds
6.74%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
62
Increased
145
Reduced
172
Closed
32
Calls
$58.5M
Puts
$7.26M
Net Calls
+$51.2M
Net Calls Change
-$5.76M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.08B
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$74.9M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$60.6M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$631M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$895M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$375M
2
Morgan Stanley
2
Morgan Stanley
New York
$169M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.9B
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$42M
5
JFL
5
Jarislowsky, Fraser Ltd
Quebec, Canada
$580M
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
251
State of Wisconsin Investment Board
Wisconsin
$616K – – –
FBFS
252
First Business Financial Services
Wisconsin
$614K -$83.4K -535 -12%
FC
253
FORA Capital
Florida
$610K +$610K +3,915 New
QT
254
Quantbot Technologies
New York
$610K +$610K +3,913 New
FFO
255
Fiduciary Family Office
Florida
$598K +$111K +715 +23%
EFM
256
E Fund Management
China
$592K +$592K +3,801 New
CPC
257
Cookson Peirce & Co
Pennsylvania
$585K -$467 -3 -0.1%
FA
258
FDx Advisors
Illinois
$585K +$108K +691 +23%
JGIA
259
Jackson Grant Investment Advisers
Connecticut
$571K – – –
PWPS
260
Pinnacle Wealth Planning Services
Ohio
$570K +$2.18K +14 +0.4%
GC
261
Guggenheim Capital
Illinois
$569K +$569K +2,700 New
CAN
262
Cetera Advisor Networks
California
$553K -$29.1K -187 -5%
DADC
263
D.A. Davidson & Co
Montana
$550K -$5.45K -35 -1%
OIA
264
OneDigital Investment Advisors
Kansas
$549K -$133K -851 -19%
NA
265
NewEdge Advisors
Louisiana
$546K -$17K -109 -3%
IIM
266
Intact Investment Management
Quebec, Canada
$545K -$7.25M -46,556 -93%
PP
267
PrairieView Partners
Minnesota
$544K – – –
PI
268
PFG Investments
New York
$543K -$52.2K -335 -9%
SWM
269
SilverOak Wealth Management
Minnesota
$542K – – –
First Manhattan
270
First Manhattan
New York
$520K -$62.3K -400 -11%
CGL
271
Clarius Group LLC
Washington
$520K -$45.3K -291 -8%
SIM
272
Sentry Investment Management
Wisconsin
$513K – – –
PA
273
Parallel Advisors
California
$512K +$32.9K +211 +7%
SBF
274
Sara-Bay Financial
Florida
$508K – – –
PAG
275
Private Advisor Group
New Jersey
$501K -$148K -948 -23%
9 10
11
12 13