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Thomson Reuters

467 hedge funds and large institutions have $13.2B invested in Thomson Reuters in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 145 increasing their positions, 172 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

706% more call options, than puts

Call options by funds: $58.5M | Put options by funds: $7.26M

94% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 33

6% more funds holding

Funds holding: 439467 (+28)

1% more capital invested

Capital invested by funds: $13B → $13.2B (+$146M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.83% less ownership

Funds ownership: 19.25%18.42% (-0.83%)

16% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 172

Holders
467
Holders Change
+28
Holders Change %
+6.38%
% of All Funds
6.73%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
64
Increased
145
Reduced
172
Closed
33
Calls
$58.5M
Puts
$7.26M
Net Calls
+$51.2M
Net Calls Change
-$5.76M
Name Holding Trade Value Shares
Change
Change in
Stake
PEA
301
Park Edge Advisors
Ohio
$384K
CPG
302
Cornerstone Planning Group
New Jersey
$374K -$9.34K -60 -3%
Prudential Financial
303
Prudential Financial
New Jersey
$374K -$14.8K -95 -4%
CCM
304
Coldstream Capital Management
Washington
$372K +$21.8K +140 +6%
ICM
305
IMS Capital Management
Oregon
$370K +$363K +2,336 New
DC
306
Davenport & Co
Virginia
$367K -$8.25K -53 -2%
FA
307
Faithward Advisors
Pennsylvania
$364K +$358K +2,300 New
CP
308
Covenant Partners
Tennessee
$362K +$50.6K +325 +17%
SIA
309
Strategic Investment Advisors
Michigan
$361K +$11.4K +73 +3%
SC
310
Savant Capital
Illinois
$361K +$55.4K +356 +18%
FFM
311
Fullerton Fund Management
Singapore
$358K +$352K +2,264 New
PSP
312
Principal Street Partners
Tennessee
$358K
MFIM
313
Mesirow Financial Investment Management
Illinois
$357K -$11.7K -75 -3%
BL
314
Balentine LLC
Georgia
$356K -$1.25K -8 -0.4%
Jones Financial Companies
315
Jones Financial Companies
Missouri
$355K -$7.62K -49 -2%
KJHP
316
K.J. Harrison & Partners
Ontario, Canada
$352K +$23K +148 +7%
AAM
317
Advisors Asset Management
Colorado
$352K +$176K +1,133 +104%
William Blair & Company
318
William Blair & Company
Illinois
$346K +$33.1K +213 +11%
LIC
319
Laurus Investment Counsel
Canada
$332K
SI
320
Stephens Inc
Arkansas
$331K +$3.27K +21 +1%
PP
321
PDS Planning
Ohio
$328K -$4.67K -30 -1%
MOS
322
MGO One Seven
Ohio
$326K -$79.8K -513 -20%
BFEC
323
Benjamin F. Edwards & Company
Missouri
$326K -$5.6K -36 -2%
BIM
324
Bridges Investment Management
Nebraska
$322K
AO
325
Advisor OS
Illinois
$314K +$6.69K +43 +2%

TRI Hedge Fund Activity: Q1 2024 in Review

467 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q1 2024, worth a combined $13.2B — up 1.1% from $13B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new TRI positions and 33 closed out — a net gain of 31 holders — while 145 added to existing stakes and 172 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $109M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $204M.

  • 467 institutional investors held Thomson Reuters (TRI) as of Q1 2024, up from 439 in Q4 2023.
  • Funds reported $13.2B of Thomson Reuters stock for Q1 2024, up 1.1% quarter-over-quarter.
  • 64 funds opened new Thomson Reuters positions in Q1 2024 and 33 closed out, a net change of +31 holders.
  • The largest Thomson Reuters buyer in Q1 2024 was Fidelity Investments, an estimated $109M added.
  • The largest Thomson Reuters seller in Q1 2024 was Manulife (Manufacturers Life Insurance), an estimated $204M sold.

Based on aggregated 13F filings for Q1 2024.