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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 %
BP
276
Ballentine Partners
Massachusetts
$414K -$8.04K -55 -2%
QCG
277
Quadrant Capital Group
Ohio
$407K +$37.7K +258 +10%
SFA
278
Sequoia Financial Advisors
Ohio
$395K +$4.53K +31 +1%
MC
279
Moors & Cabot
Massachusetts
$385K – – –
MOS
280
MGO One Seven
Ohio
$382K +$26K +178 +7%
Prudential Financial
281
Prudential Financial
New Jersey
$365K -$26.8K -183 -7%
PEA
282
Park Edge Advisors
Ohio
$361K – – –
DC
283
Davenport & Co
Virginia
$354K -$1.32K -9 -0.4%
OAM
284
Ostrum Asset Management
France
$352K -$337K -2,292 -49%
Northwestern Mutual Wealth Management
285
Northwestern Mutual Wealth Management
Wisconsin
$350K +$8.63K +59 +3%
MFIM
286
Mesirow Financial Investment Management
Illinois
$346K +$346K +2,369 New
CPG
287
Cornerstone Planning Group
New Jersey
$341K -$1.17K -8 -0.3%
Jones Financial Companies
288
Jones Financial Companies
Missouri
$341K +$280K +1,913 +460%
BL
289
Balentine LLC
Georgia
$337K -$25K -170 -7%
Empower Advisory Group
290
Empower Advisory Group
Colorado
$332K +$332K +2,259 New
BCIM
291
British Columbia Investment Management
British Columbia, Canada
$332K +$6.14K +42 +2%
CCM
292
Coldstream Capital Management
Washington
$328K +$81.7K +559 +33%
SIA
293
Strategic Investment Advisors
Michigan
$328K -$2.05K -14 -0.6%
Mercer Global Advisors
294
Mercer Global Advisors
Colorado
$325K -$3.36K -23 -1%
FCI
295
Financial Counselors Inc
Kansas
$323K +$21.2K +145 +7%
BFEC
296
Benjamin F. Edwards & Company
Missouri
$313K +$313K +2,129 New
PSP
297
Principal Street Partners
Tennessee
$312K -$312K -2,136 -50%
PP
298
PDS Planning
Ohio
$312K – – –
ECM
299
ExodusPoint Capital Management
New York
$310K +$310K +2,118 New
KJHP
300
K.J. Harrison & Partners
Ontario, Canada
$310K -$2.93M -20,000 -90%
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