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Thomson Reuters
TRI

Overview Fund Activity

390 hedge funds and large institutions have $11B invested in Thomson Reuters in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 91 increasing their positions, 235 reducing their positions, and 67 closing their positions.

Holders
390
Holders Change
-20
Holders Change %
-4.88%
% of All Funds
6.15%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
47
Increased
91
Reduced
235
Closed
67
Calls
$71.8M
Puts
$29.5M
Net Calls
+$42.3M
Net Calls Change
+$20.2M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$557M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$519M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$389M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$605M
5
BNP Paribas Asset Management
5
BNP Paribas Asset Management
France
$61.4M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.78B
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$573M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$0
4
WCM Investment Management
4
WCM Investment Management
California
$83M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$34.3M
Name Market Value Shares Shares
Change 		Shares
Change %
PWG
301
Portside Wealth Group
Utah
$220K 1,629 +1,629 New
LFAS
302
Level Four Advisory Services
Texas
$215K 1,591 -85 -5%
Empower Advisory Group
303
Empower Advisory Group
Colorado
$215K 1,587 – –
DWP
304
Daymark Wealth Partners
Ohio
$208K 1,539 +1,539 New
UM
305
UniSuper Management
Australia
$207K 1,156 +1,156 New
TW
306
TrinityPoint Wealth
Connecticut
$203K 1,508 -56 -4%
GSC
307
Ground Swell Capital
South Carolina
$202K 1,496 +1,496 New
VCM
308
Vivaldi Capital Management
Illinois
$201K 1,487 -56 -4%
IA
309
IFP Advisors
Florida
$198K 1,470 +735 +100%
CA
310
Crewe Advisors
Utah
$186K 1,381 -150 -10%
HNB
311
Huntington National Bank
Ohio
$184K 1,365 -201 -13%
CFGS
312
Concourse Financial Group Securities
Alabama
$184K 1,354 -465 -26%
HDIM
313
Hanson & Doremus Investment Management
Vermont
$177K 1,311 -51 -4%
Pacer Advisors
314
Pacer Advisors
Pennsylvania
$171K 1,265 +31 +3%
Nisa Investment Advisors
315
Nisa Investment Advisors
Missouri
$148K 1,096 – –
AA
316
Addison Advisors
Vermont
$145K 1,071 +71 +7%
PTC
317
Private Trust Company
Ohio
$123K 913 +44 +5%
LC
318
Lindbrook Capital
California
$115K 853 -51 -6%
GIA
319
GHP Investment Advisors
Colorado
$115K 868 -33 -4%
SG Americas Securities
320
SG Americas Securities
New York
$108K 645 +645 New
M
321
Mirova
France
$86.6K 641 -289 -31%
Mitsubishi UFJ Trust & Banking
322
Mitsubishi UFJ Trust & Banking
Japan
$83.7K 620 +77 +14%
EWM
323
Endurance Wealth Management
Rhode Island
$83K 612 -23 -4%
HCM
324
Hollencrest Capital Management
California
$80.7K 598 -23 -4%
SPIA
325
Steward Partners Investment Advisory
New York
$80.5K 597 -69 -10%
11 12
13
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