We are live on ! Find out more
TRI icon

Thomson Reuters

492 hedge funds and large institutions have $14.4B invested in Thomson Reuters in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 159 increasing their positions, 179 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $55.1M | Put options by funds: $20M

100% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 32

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

9% more capital invested

Capital invested by funds: $13.2B → $14.4B (+$1.19B)

5% more funds holding

Funds holding: 467492 (+25)

0.17% more ownership

Funds ownership: 18.42%18.59% (+0.17%)

11% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 179

Holders
492
Holders Change
+25
Holders Change %
+5.35%
% of All Funds
7.11%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
64
Increased
159
Reduced
179
Closed
32
Calls
$55.1M
Puts
$20M
Net Calls
+$35.1M
Net Calls Change
-$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
276
Parallel Advisors
California
$550K -$4.14K -25 -0.8%
CG
277
Caprock Group
Idaho
$549K +$532K +3,208 New
VPI
278
Value Partners Investments
Manitoba, Canada
$543K +$55K +332 +12%
CCB
279
Country Club Bank
Missouri
$538K
ICM
280
IMS Capital Management
Oregon
$531K +$142K +857 +37%
GIS
281
Grayhawk Investment Strategies
Alberta, Canada
$524K
CIM
282
Contravisory Investment Management
Massachusetts
$517K +$2.32K +14 +0.5%
Vontobel Holding
283
Vontobel Holding
Switzerland
$504K -$576K -3,473 -54%
FAIM
284
Financial Advocates Investment Management
Washington
$501K +$4.31K +26 +0.9%
BEI
285
Benjamin Edwards Inc
Missouri
$500K +$1.16K +7 +0.2%
CI
286
Cigna Investments
Connecticut
$499K
BP
287
Ballentine Partners
Massachusetts
$494K +$14.8K +89 +3%
AWM
288
Axxcess Wealth Management
California
$494K -$776K -4,679 -62%
DWM
289
Dakota Wealth Management
Florida
$492K -$27K -163 -5%
WHG
290
Westwood Holdings Group
Texas
$487K
EGM
291
Engineers Gate Manager
New York
$481K +$466K +2,811 New
CGL
292
Clarius Group LLC
Washington
$474K -$85K -513 -16%
PP
293
PDT Partners
New York
$473K +$458K +2,764 New
KFI
294
Key Financial Inc
Pennsylvania
$464K -$21.2K -128 -5%
SFA
295
Sequoia Financial Advisors
Ohio
$464K +$15.4K +93 +4%
Mercer Global Advisors
296
Mercer Global Advisors
Colorado
$462K -$73.1K -441 -14%
SIM
297
Sentry Investment Management
Wisconsin
$461K -$91.3K -551 -17%
DTL
298
Dynamic Technology Lab
Singapore
$460K -$463K -2,793 -51%
PFS
299
Prospera Financial Services
Texas
$453K -$36.1K -218 -8%
PP
300
PrairieView Partners
Minnesota
$449K -$134K -806 -23%

TRI Hedge Fund Activity: Q2 2024 in Review

492 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q2 2024, worth a combined $14.4B — up 9.1% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new TRI positions and 32 closed out — a net gain of 32 holders — while 159 added to existing stakes and 179 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $133M. The largest seller was Bank of Montreal, cutting an estimated $140M.

  • 492 institutional investors held Thomson Reuters (TRI) as of Q2 2024, up from 467 in Q1 2024.
  • Funds reported $14.4B of Thomson Reuters stock for Q2 2024, up 9.1% quarter-over-quarter.
  • 64 funds opened new Thomson Reuters positions in Q2 2024 and 32 closed out, a net change of +32 holders.
  • The largest Thomson Reuters buyer in Q2 2024 was Morgan Stanley, an estimated $133M added.
  • The largest Thomson Reuters seller in Q2 2024 was Bank of Montreal, an estimated $140M sold.

Based on aggregated 13F filings for Q2 2024.