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Thomson Reuters

480 hedge funds and large institutions have $14.5B invested in Thomson Reuters in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 157 increasing their positions, 186 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more call options, than puts

Call options by funds: $51.5M | Put options by funds: $15.8M

1% more capital invested

Capital invested by funds: $14.4B → $14.5B (+$155M)

0.07% more ownership

Funds ownership: 18.59%18.66% (+0.07%)

2% less funds holding

Funds holding: 492480 (-12)

11% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 53

16% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 186

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
480
Holders Change
-12
Holders Change %
-2.44%
% of All Funds
6.89%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
47
Increased
157
Reduced
186
Closed
53
Calls
$51.5M
Puts
$15.8M
Net Calls
+$35.7M
Net Calls Change
+$627K
Name Holding Trade Value Shares
Change
Change in
Stake
DP
276
Dearborn Partners
Illinois
$625K -$503K -2,980 -45%
M&T Bank
277
M&T Bank
New York
$622K -$4.06M -24,081 -87%
TC
278
TwinBeech Capital
New York
$606K +$591K +3,500 New
CG
279
Caprock Group
Idaho
$598K +$41.2K +244 +8%
SWM
280
SilverOak Wealth Management
Minnesota
$593K
KPWS
281
Kestra Private Wealth Services
Texas
$586K -$162K -960 -22%
TW
282
TritonPoint Wealth
Maryland
$577K -$19.6K -116 -3%
PFG
283
PAX Financial Group
Texas
$574K -$48.3K -286 -8%
First Manhattan
284
First Manhattan
New York
$570K
ACM
285
Aquatic Capital Management
Illinois
$563K -$831K -4,923 -60%
ICM
286
IMS Capital Management
Oregon
$553K
CCB
287
Country Club Bank
Missouri
$536K
MME
288
Meag Munich Ergo
Germany
$531K -$1.67M -9,917 -76%
CIM
289
Contravisory Investment Management
Massachusetts
$526K +$2.87K +17 +0.6%
AWM
290
Axxcess Wealth Management
California
$523K +$22.6K +134 +5%
PI
291
PFG Investments
New York
$522K -$71.4K -423 -12%
Vontobel Holding
292
Vontobel Holding
Switzerland
$510K
PFS
293
Prospera Financial Services
Texas
$506K +$46.4K +275 +10%
CI
294
Cigna Investments
Connecticut
$506K
WHG
295
Westwood Holdings Group
Texas
$493K
Focus Partners Wealth
296
Focus Partners Wealth
Massachusetts
$483K +$471K +2,790 New
CAPTRUST Financial Advisors
297
CAPTRUST Financial Advisors
North Carolina
$479K -$1.48M -8,782 -76%
CL
298
Choreo LLC
Illinois
$475K -$713K -4,226 -61%
KFI
299
Key Financial Inc
Pennsylvania
$470K
SIM
300
Sentry Investment Management
Wisconsin
$466K

TRI Hedge Fund Activity: Q3 2024 in Review

480 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q3 2024, worth a combined $14.5B — up 1.1% from $14.4B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of TRI and 47 opened new positions — a net loss of 6 holders — while 186 trimmed existing stakes and 157 added.

The largest buyer was Fidelity International, adding an estimated $92.5M. The largest seller was WCM Investment Management, exiting entirely with an estimated $185M sold.

  • 480 institutional investors held Thomson Reuters (TRI) as of Q3 2024, down from 492 in Q2 2024.
  • Funds reported $14.5B of Thomson Reuters stock for Q3 2024, up 1.1% quarter-over-quarter.
  • 47 funds opened new Thomson Reuters positions in Q3 2024 and 53 closed out, a net change of -6 holders.
  • The largest Thomson Reuters buyer in Q3 2024 was Fidelity International, an estimated $92.5M added.
  • The largest Thomson Reuters seller in Q3 2024 was WCM Investment Management, an estimated $185M sold.

Based on aggregated 13F filings for Q3 2024.