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Thomson Reuters

467 hedge funds and large institutions have $13.2B invested in Thomson Reuters in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 145 increasing their positions, 172 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

706% more call options, than puts

Call options by funds: $58.5M | Put options by funds: $7.26M

94% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 33

6% more funds holding

Funds holding: 439467 (+28)

1% more capital invested

Capital invested by funds: $13B → $13.2B (+$146M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.83% less ownership

Funds ownership: 19.25%18.42% (-0.83%)

16% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 172

Holders
467
Holders Change
+28
Holders Change %
+6.38%
% of All Funds
6.73%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
64
Increased
145
Reduced
172
Closed
33
Calls
$58.5M
Puts
$7.26M
Net Calls
+$51.2M
Net Calls Change
-$5.76M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
276
Mercer Global Advisors
Colorado
$497K +$148K +952 +43%
SWS
277
SYSTM Wealth Solutions
Illinois
$497K -$34.7K -223 -7%
Wolverine Trading
278
Wolverine Trading
Illinois
$497K +$204K +1,310 +72%
CA
279
Cetera Advisors
Colorado
$494K +$52.3K +336 +12%
CCB
280
Country Club Bank
Missouri
$492K
DWM
281
Dakota Wealth Management
Florida
$480K -$28.6K -184 -6%
GIS
282
Grayhawk Investment Strategies
Alberta, Canada
$479K +$348K +2,239 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 +$160K +1,028 +90%
BEI
286
Benjamin Edwards Inc
Missouri
$461K -$7.16K -46 -2%
CI
287
Cigna Investments
Connecticut
$461K -$6.22K -40 -1%
FAIM
288
Financial Advocates Investment Management
Washington
$459K +$4.36K +28 +1%
GCM
289
Graham Capital Management
Connecticut
$455K +$447K +2,872 New
PFS
290
Prospera Financial Services
Texas
$453K -$4.04K -26 -0.9%
WHG
291
Westwood Holdings Group
Texas
$450K
KFI
292
Key Financial Inc
Pennsylvania
$449K -$142K -915 -24%
VPI
293
Value Partners Investments
Manitoba, Canada
$449K -$146K -937 -25%
BP
294
Ballentine Partners
Massachusetts
$443K +$1.4K +9 +0.3%
GSC
295
Grey Street Capital
Illinois
$440K +$433K +2,781 New
GCP
296
GSA Capital Partners
United Kingdom
$431K +$424K +2,725 New
SFA
297
Sequoia Financial Advisors
Ohio
$414K -$7K -45 -2%
MC
298
Moors & Cabot
Massachusetts
$410K
Northwestern Mutual Wealth Management
299
Northwestern Mutual Wealth Management
Wisconsin
$409K +$35K +225 +10%
SWP
300
Significant Wealth Partners
Illinois
$386K -$118K -757 -24%

TRI Hedge Fund Activity: Q1 2024 in Review

467 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q1 2024, worth a combined $13.2B — up 1.1% from $13B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new TRI positions and 33 closed out — a net gain of 31 holders — while 145 added to existing stakes and 172 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $109M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $204M.

  • 467 institutional investors held Thomson Reuters (TRI) as of Q1 2024, up from 439 in Q4 2023.
  • Funds reported $13.2B of Thomson Reuters stock for Q1 2024, up 1.1% quarter-over-quarter.
  • 64 funds opened new Thomson Reuters positions in Q1 2024 and 33 closed out, a net change of +31 holders.
  • The largest Thomson Reuters buyer in Q1 2024 was Fidelity Investments, an estimated $109M added.
  • The largest Thomson Reuters seller in Q1 2024 was Manulife (Manufacturers Life Insurance), an estimated $204M sold.

Based on aggregated 13F filings for Q1 2024.