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Thomson Reuters

480 hedge funds and large institutions have $14.5B invested in Thomson Reuters in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 157 increasing their positions, 186 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more call options, than puts

Call options by funds: $51.5M | Put options by funds: $15.8M

1% more capital invested

Capital invested by funds: $14.4B → $14.5B (+$155M)

0.07% more ownership

Funds ownership: 18.59%18.66% (+0.07%)

2% less funds holding

Funds holding: 492480 (-12)

11% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 53

16% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 186

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
480
Holders Change
-12
Holders Change %
-2.44%
% of All Funds
6.89%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
47
Increased
157
Reduced
186
Closed
53
Calls
$51.5M
Puts
$15.8M
Net Calls
+$35.7M
Net Calls Change
+$627K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
301
Northwestern Mutual Wealth Management
Wisconsin
$458K +$5.91K +35 +1%
PA
302
Parallel Advisors
California
$456K -$97.6K -578 -18%
EFM
303
E Fund Management
China
$452K +$49.8K +295 +13%
SFA
304
Sequoia Financial Advisors
Ohio
$444K -$24.1K -143 -5%
MC
305
Moors & Cabot
Massachusetts
$442K -$6.25K -37 -1%
SC
306
Savant Capital
Illinois
$432K -$4.22K -25 -1%
DADC
307
D.A. Davidson & Co
Montana
$424K -$173K -1,026 -30%
Mercer Global Advisors
308
Mercer Global Advisors
Colorado
$422K -$43.2K -256 -9%
PEA
309
Park Edge Advisors
Ohio
$421K
SOW
310
State of Wyoming
Wyoming
$419K +$252K +1,491 +160%
PP
311
PrairieView Partners
Minnesota
$415K -$38.8K -230 -9%
DC
312
Davenport & Co
Virginia
$407K +$5.06K +30 +1%
SIA
313
Strategic Investment Advisors
Michigan
$385K +$1.52K +9 +0.4%
PWPS
314
Pinnacle Wealth Planning Services
Ohio
$385K -$231K -1,367 -38%
PP
315
PDS Planning
Ohio
$382K +$20.1K +119 +6%
KJHP
316
K.J. Harrison & Partners
Ontario, Canada
$380K
ERSOT
317
Employees Retirement System of Texas
Texas
$378K -$239K -1,413 -39%
Fisher Asset Management
318
Fisher Asset Management
Washington
$377K +$368K +2,178 New
BIM
319
Bridges Investment Management
Nebraska
$377K
FA
320
Faithward Advisors
Pennsylvania
$375K -$6.75K -40 -2%
William Blair & Company
321
William Blair & Company
Illinois
$372K -$17.2K -102 -5%
CPG
322
Cornerstone Planning Group
New Jersey
$372K -$6.41K -38 -2%
Wolverine Trading
323
Wolverine Trading
Illinois
$367K -$204K -1,211 -36%
CGL
324
Clarius Group LLC
Washington
$367K -$110K -651 -23%
LIC
325
Laurus Investment Counsel
Canada
$364K

TRI Hedge Fund Activity: Q3 2024 in Review

480 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q3 2024, worth a combined $14.5B — up 1.1% from $14.4B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of TRI and 47 opened new positions — a net loss of 6 holders — while 186 trimmed existing stakes and 157 added.

The largest buyer was Fidelity International, adding an estimated $92.5M. The largest seller was WCM Investment Management, exiting entirely with an estimated $185M sold.

  • 480 institutional investors held Thomson Reuters (TRI) as of Q3 2024, down from 492 in Q2 2024.
  • Funds reported $14.5B of Thomson Reuters stock for Q3 2024, up 1.1% quarter-over-quarter.
  • 47 funds opened new Thomson Reuters positions in Q3 2024 and 53 closed out, a net change of -6 holders.
  • The largest Thomson Reuters buyer in Q3 2024 was Fidelity International, an estimated $92.5M added.
  • The largest Thomson Reuters seller in Q3 2024 was WCM Investment Management, an estimated $185M sold.

Based on aggregated 13F filings for Q3 2024.