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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 %
Mercer Global Advisors
276
Mercer Global Advisors
Colorado
$497K +$151K +967 +43%
SWS
277
SYSTM Wealth Solutions
Illinois
$497K -$35.4K -227 -7%
Wolverine Trading
278
Wolverine Trading
Illinois
$497K +$207K +1,330 +72%
CA
279
Cetera Advisors
Colorado
$494K +$53.1K +341 +12%
CCB
280
Country Club Bank
Missouri
$492K – – –
DWM
281
Dakota Wealth Management
Florida
$480K -$29K -186 -6%
GIS
282
Grayhawk Investment Strategies
Alberta, Canada
$479K +$479K +2,274 New
CIM
283
Contravisory Investment Management
Massachusetts
$476K -$1.56K -10 -0.3%
BIC
284
Beach Investment Counsel
Pennsylvania
$472K – – –
UM
285
UniSuper Management
Australia
$464K +$220K +1,044 +90%
BEI
286
Benjamin Edwards Inc
Missouri
$461K -$7.17K -46 -2%
CI
287
Cigna Investments
Connecticut
$461K -$6.23K -40 -1%
FAIM
288
Financial Advocates Investment Management
Washington
$459K +$4.36K +28 +1%
GCM
289
Graham Capital Management
Connecticut
$455K +$455K +2,917 New
PFS
290
Prospera Financial Services
Texas
$453K -$4.06K -26 -0.9%
WHG
291
Westwood Holdings Group
Texas
$450K – – –
KFI
292
Key Financial Inc
Pennsylvania
$449K -$145K -929 -24%
VPI
293
Value Partners Investments
Manitoba, Canada
$449K -$148K -951 -25%
BP
294
Ballentine Partners
Massachusetts
$443K +$1.4K +9 +0.3%
GSC
295
Grey Street Capital
Illinois
$440K +$440K +2,825 New
GCP
296
GSA Capital Partners
United Kingdom
$431K +$431K +2,768 New
SFA
297
Sequoia Financial Advisors
Ohio
$414K -$7.17K -46 -2%
MC
298
Moors & Cabot
Massachusetts
$410K – – –
Northwestern Mutual Wealth Management
299
Northwestern Mutual Wealth Management
Wisconsin
$409K +$35.7K +229 +10%
SWP
300
Significant Wealth Partners
Illinois
$386K -$120K -769 -24%
10 11
12
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