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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
CA
276
Cetera Advisors
Colorado
$416K +$1.49K +11 +0.4%
BP
277
Ballentine Partners
Massachusetts
$414K -$7.29K -54 -2%
QCG
278
Quadrant Capital Group
Ohio
$407K +$34.3K +254 +10%
SFA
279
Sequoia Financial Advisors
Ohio
$395K +$4.05K +30 +1%
MC
280
Moors & Cabot
Massachusetts
$385K
MOS
281
MGO One Seven
Ohio
$382K +$23.8K +176 +7%
Prudential Financial
282
Prudential Financial
New Jersey
$365K -$24.4K -181 -7%
PEA
283
Park Edge Advisors
Ohio
$361K
DC
284
Davenport & Co
Virginia
$354K -$1.22K -9 -0.4%
OAM
285
Ostrum Asset Management
France
$352K -$305K -2,257 -49%
Northwestern Mutual Wealth Management
286
Northwestern Mutual Wealth Management
Wisconsin
$350K +$7.83K +58 +3%
MFIM
287
Mesirow Financial Investment Management
Illinois
$346K +$315K +2,332 New
CPG
288
Cornerstone Planning Group
New Jersey
$341K -$1.08K -8 -0.3%
Jones Financial Companies
289
Jones Financial Companies
Missouri
$341K +$254K +1,883 +459%
BL
290
Balentine LLC
Georgia
$337K -$22.6K -167 -7%
Empower Advisory Group
291
Empower Advisory Group
Colorado
$332K +$300K +2,224 New
BCIM
292
British Columbia Investment Management
British Columbia, Canada
$332K +$5.54K +41 +2%
CCM
293
Coldstream Capital Management
Washington
$328K +$74.3K +550 +33%
SIA
294
Strategic Investment Advisors
Michigan
$328K -$1.89K -14 -0.6%
Mercer Global Advisors
295
Mercer Global Advisors
Colorado
$325K -$2.97K -22 -1%
FCI
296
Financial Counselors Inc
Kansas
$323K +$19.3K +143 +7%
BFEC
297
Benjamin F. Edwards & Company
Missouri
$313K +$283K +2,096 New
PSP
298
Principal Street Partners
Tennessee
$312K -$284K -2,103 -50%
PP
299
PDS Planning
Ohio
$312K
ECM
300
ExodusPoint Capital Management
New York
$310K +$282K +2,085 New