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Thomson Reuters
TRI

Overview Fund Activity

438 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, 158 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+39
Holders Change %
+9.77%
% of All Funds
6.42%
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
158
Closed
34
Calls
$69.9M
Puts
$12.9M
Net Calls
+$57M
Net Calls Change
+$35.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$311M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$551M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$915M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$201M
5
Fidelity International
Fidelity International
Bermuda
$730M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$673M
2
WCM Investment Management
WCM Investment Management
California
$165M
3
First Trust Advisors
First Trust Advisors
Illinois
$2.61M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$806M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$7.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
301
Advisors Capital Management
New Jersey
$309K +$61K +418 +25%
SI
302
Stephens Inc
Arkansas
$308K +$1.76K +12 +0.6%
LIC
303
Laurus Investment Counsel
Canada
$305K – – –
BIM
304
Bridges Investment Management
Nebraska
$302K – – –
GS
305
GTS Securities
New York
$295K +$295K +2,015 New
HCA
306
Horan Capital Advisors
Ohio
$294K – – –
William Blair & Company
307
William Blair & Company
Illinois
$293K +$9.8K +67 +3%
CP
308
Covenant Partners
Tennessee
$291K -$209K -1,432 -42%
AO
309
Advisor OS
Illinois
$288K +$35.2K +241 +14%
1WA
310
180 Wealth Advisors
Washington
$288K -$7.92K -55 -3%
WA
311
Wealth Alliance
New York
$286K -$3.07K -21 -1%
SC
312
Savant Capital
Illinois
$286K -$3.07K -21 -1%
AIM
313
Aigen Investment Management
New York
$286K -$564K -3,856 -66%
WIA
314
Westbourne Investment Advisors
Maryland
$284K – – –
Walleye Trading
315
Walleye Trading
New York
$282K -$815K -5,574 -74%
Thrivent Financial for Lutherans
316
Thrivent Financial for Lutherans
Minnesota
$280K +$1.02K +7 +0.4%
BTWM
317
Baker Tilly Wealth Management
Wisconsin
$275K -$11.3K -77 -4%
Wolverine Trading
318
Wolverine Trading
Illinois
$272K +$272K +1,857 New
ATPW
319
Ashton Thomas Private Wealth
Arizona
$258K -$1.76K -12 -0.7%
OHWA
320
Oak Hill Wealth Advisors
Virginia
$258K -$102K -699 -28%
OFW
321
Omnia Family Wealth
Florida
$258K – – –
CIA
322
Concurrent Investment Advisors
Florida
$256K +$256K +1,751 New
PWG
323
Portside Wealth Group
Utah
$253K -$4.24K -29 -2%
IWA
324
Icon Wealth Advisors
Texas
$249K +$249K +1,700 New
AAS
325
Avantax Advisory Services
Texas
$244K +$244K +1,668 New
11 12
13
14 15