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Thomson Reuters
TRI

Overview Fund Activity

465 hedge funds and large institutions have $13.2B invested in Thomson Reuters in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 145 increasing their positions, 172 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+27
Holders Change %
+6.16%
% of All Funds
6.74%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
62
Increased
145
Reduced
172
Closed
32
Calls
$58.5M
Puts
$7.26M
Net Calls
+$51.2M
Net Calls Change
-$5.76M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.08B
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$74.9M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$60.6M
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$631M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$895M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$375M
2
Morgan Stanley
2
Morgan Stanley
New York
$169M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.9B
4
Toronto Dominion Bank
4
Toronto Dominion Bank
Ontario, Canada
$42M
5
JFL
5
Jarislowsky, Fraser Ltd
Quebec, Canada
$580M
Name Holding Trade Value Shares
Change 		Shares
Change %
PEA
301
Park Edge Advisors
Ohio
$384K – – –
CPG
302
Cornerstone Planning Group
New Jersey
$374K -$10K -61 -3%
Prudential Financial
303
Prudential Financial
New Jersey
$374K -$15.1K -97 -4%
CCM
304
Coldstream Capital Management
Washington
$372K +$22.1K +142 +6%
ICM
305
IMS Capital Management
Oregon
$370K +$370K +2,373 New
DC
306
Davenport & Co
Virginia
$367K -$8.41K -54 -2%
FA
307
Faithward Advisors
Pennsylvania
$364K +$364K +2,336 New
CP
308
Covenant Partners
Tennessee
$362K +$51.4K +330 +17%
SIA
309
Strategic Investment Advisors
Michigan
$361K +$11.5K +74 +3%
SC
310
Savant Capital
Illinois
$361K +$56.4K +362 +19%
FFM
311
Fullerton Fund Management
Singapore
$358K +$358K +2,300 New
PSP
312
Principal Street Partners
Tennessee
$358K – – –
MFIM
313
Mesirow Financial Investment Management
Illinois
$357K -$12K -77 -3%
BL
314
Balentine LLC
Georgia
$356K -$1.25K -8 -0.3%
Jones Financial Companies
315
Jones Financial Companies
Missouri
$355K -$7.79K -50 -2%
KJHP
316
K.J. Harrison & Partners
Ontario, Canada
$352K +$23.3K +150 +7%
AAM
317
Advisors Asset Management
Colorado
$352K +$179K +1,151 +104%
William Blair & Company
318
William Blair & Company
Illinois
$346K +$33.7K +216 +11%
LIC
319
Laurus Investment Counsel
Canada
$332K – – –
SI
320
Stephens Inc
Arkansas
$331K +$3.27K +21 +1%
PP
321
PDS Planning
Ohio
$328K -$4.83K -31 -1%
MOS
322
MGO One Seven
Ohio
$326K -$81.2K -521 -20%
BFEC
323
Benjamin F. Edwards & Company
Missouri
$326K -$5.77K -37 -2%
BIM
324
Bridges Investment Management
Nebraska
$322K – – –
AO
325
Advisor OS
Illinois
$314K +$6.86K +44 +2%
11 12
13
14 15