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Thomson Reuters

439 hedge funds and large institutions have $13B invested in Thomson Reuters in 2023 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 133 increasing their positions, 159 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

441% more call options, than puts

Call options by funds: $69.9M | Put options by funds: $12.9M

129% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 34

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

18% more capital invested

Capital invested by funds: $11B → $13B (+$2.02B)

10% more funds holding

Funds holding: 400439 (+39)

0.08% less ownership

Funds ownership: 19.33%19.25% (-0.08%)

16% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 159

Holders
439
Holders Change
+39
Holders Change %
+9.75%
% of All Funds
6.4%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
78
Increased
133
Reduced
159
Closed
34
Calls
$69.9M
Puts
$12.9M
Net Calls
+$57M
Net Calls Change
+$35.3M
Name Holding Trade Value Shares
Change
Change in
Stake
KJHP
301
K.J. Harrison & Partners
Ontario, Canada
$310K -$2.66M -19,692 -90%
ACM
302
Advisors Capital Management
New Jersey
$309K +$55.5K +411 +25%
SI
303
Stephens Inc
Arkansas
$308K +$1.49K +11 +0.5%
LIC
304
Laurus Investment Counsel
Canada
$305K
BIM
305
Bridges Investment Management
Nebraska
$302K
GS
306
GTS Securities
New York
$295K +$268K +1,984 New
HCA
307
Horan Capital Advisors
Ohio
$294K
William Blair & Company
308
William Blair & Company
Illinois
$293K +$8.91K +66 +3%
CP
309
Covenant Partners
Tennessee
$291K -$190K -1,410 -42%
AO
310
Advisor OS
Illinois
$288K +$32.1K +238 +14%
1WA
311
180 Wealth Advisors
Washington
$288K -$7.29K -54 -3%
WA
312
Wealth Alliance
New York
$286K -$2.7K -20 -1%
SC
313
Savant Capital
Illinois
$286K -$2.7K -20 -1%
AIM
314
Aigen Investment Management
New York
$286K -$513K -3,796 -66%
WIA
315
Westbourne Investment Advisors
Maryland
$284K
Walleye Trading
316
Walleye Trading
New York
$282K -$741K -5,488 -74%
Thrivent Financial for Lutherans
317
Thrivent Financial for Lutherans
Minnesota
$280K +$946 +7 +0.4%
BTWM
318
Baker Tilly Wealth Management
Wisconsin
$275K -$10.3K -76 -4%
Wolverine Trading
319
Wolverine Trading
Illinois
$272K +$247K +1,828 New
ATPW
320
Ashton Thomas Private Wealth
Arizona
$258K -$1.62K -12 -0.7%
OHWA
321
Oak Hill Wealth Advisors
Virginia
$258K -$92.9K -688 -28%
OFW
322
Omnia Family Wealth
Florida
$258K
CIA
323
Concurrent Investment Advisors
Florida
$256K +$233K +1,724 New
PWG
324
Portside Wealth Group
Utah
$253K -$3.92K -29 -2%
IWA
325
Icon Wealth Advisors
Texas
$249K +$226K +1,674 New