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Thomson Reuters

410 hedge funds and large institutions have $11.6B invested in Thomson Reuters in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 131 increasing their positions, 144 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 34

62% more call options, than puts

Call options by funds: $57.9M | Put options by funds: $35.7M

8% more capital invested

Capital invested by funds: $10.8B → $11.6B (+$820M)

3% more funds holding

Funds holding: 397410 (+13)

9% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 144

1.11% less ownership

Funds ownership: 18.66%17.55% (-1.1%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
410
Holders Change
+13
Holders Change %
+3.27%
% of All Funds
6.53%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
57
Increased
131
Reduced
144
Closed
34
Calls
$57.9M
Puts
$35.7M
Net Calls
+$22.1M
Net Calls Change
+$59.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
301
Capital Asset Advisory Services
Michigan
$256K -$1.02K -8 -0.4%
GWWM
302
Great Waters Wealth Management
Minnesota
$248K +$127 +1 +0.1%
SIA
303
Schechter Investment Advisors
Michigan
$242K +$9.56K +75 +4%
PP
304
PDS Planning
Ohio
$242K +$225K +1,761 New
RJT
305
Raymond James Trust
Florida
$239K +$222K +1,740 New
OHWA
306
Oak Hill Wealth Advisors
Virginia
$238K
OFW
307
Omnia Family Wealth
Florida
$237K
CFGS
308
Concourse Financial Group Securities
Alabama
$237K +$208K +1,633 +1,756%
Mercer Global Advisors
309
Mercer Global Advisors
Colorado
$232K +$216K +1,691 New
CCM
310
Coldstream Capital Management
Washington
$229K
ACM
311
Advisors Capital Management
New Jersey
$229K
LFAS
312
Level Four Advisory Services
Texas
$218K +$203K +1,591 New
ECM
313
ExodusPoint Capital Management
New York
$215K +$200K +1,567 New
Simplex Trading
314
Simplex Trading
Illinois
$215K +$201K +1,573 New
AO
315
Advisor OS
Illinois
$213K +$198K +1,554 New
WHC
316
Wulff, Hansen & Co
California
$211K +$196K +1,537 New
Empower Advisory Group
317
Empower Advisory Group
Colorado
$208K +$192K +1,506 New
HNB
318
Huntington National Bank
Ohio
$204K -$11K -86 -5%
TW
319
TrinityPoint Wealth
Connecticut
$204K +$189K +1,484 New
VCM
320
Vivaldi Capital Management
Illinois
$201K +$187K +1,464 New
CA
321
Crewe Advisors
Utah
$199K +$2.04K +16 +1%
HDIM
322
Hanson & Doremus Investment Management
Vermont
$177K -$94.1K -738 -36%
Jones Financial Companies
323
Jones Financial Companies
Missouri
$169K +$78.3K +614 +100%
Pacer Advisors
324
Pacer Advisors
Pennsylvania
$161K +$4.72K +37 +3%
Nisa Investment Advisors
325
Nisa Investment Advisors
Missouri
$143K