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Thomson Reuters
TRI

Overview Fund Activity

477 hedge funds and large institutions have $13.7B invested in Thomson Reuters in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 159 increasing their positions, 164 reducing their positions, and 52 closing their positions.

Holders
477
Holders Change
–
Holders Change %
0%
% of All Funds
6.35%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
58
Increased
159
Reduced
164
Closed
52
Calls
$45.9M
Puts
$6.76M
Net Calls
+$39.2M
Net Calls Change
+$3.44M

Top Buyers

1
National Bank of Canada
1
National Bank of Canada
Quebec, Canada
$299M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$214M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$765M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$939M
5
CIBC Asset Management
5
CIBC Asset Management
Ontario, Canada
$185M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$990M
2
CCM
2
Candlestick Capital Management
Connecticut
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$259M
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$224M
5
Fidelity International
5
Fidelity International
Bermuda
$722M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
301
Iconiq Capital
California
$378K +$378K +2,356 New
DC
302
Davenport & Co
Virginia
$377K -$4.98K -31 -1%
SIM
303
Sentry Investment Management
Wisconsin
$377K -$61.4K -383 -14%
PP
304
PDS Planning
Ohio
$376K +$16.8K +105 +5%
SIA
305
Strategic Investment Advisors
Michigan
$372K +$9.94K +62 +3%
CPG
306
Cornerstone Planning Group
New Jersey
$367K -$658 -4 -0.2%
Fisher Asset Management
307
Fisher Asset Management
Washington
$355K +$321 +2 +0.1%
BIM
308
Bridges Investment Management
Nebraska
$354K – – –
QCM
309
QRG Capital Management
Illinois
$354K +$75.1K +468 +27%
FAFN
310
First Affirmative Financial Network
Colorado
$353K +$46.2K +288 +15%
CAM
311
Cresset Asset Management
Illinois
$348K -$796K -4,965 -70%
William Blair & Company
312
William Blair & Company
Illinois
$347K -$3.05K -19 -0.9%
PSP
313
Principal Street Partners
Tennessee
$343K – – –
Select Equity Group
314
Select Equity Group
New York
$336K – – –
FMWA
315
Forvis Mazars Wealth Advisors
Missouri
$335K – – –
SI
316
Stephens Inc
Arkansas
$329K -$6.74K -42 -2%
PP
317
PrairieView Partners
Minnesota
$322K -$67.6K -422 -17%
YCM
318
Yousif Capital Management
Michigan
$320K -$722K -4,500 -69%
MOS
319
MGO One Seven
Ohio
$320K +$67K +418 +27%
CP
320
Covenant Partners
Tennessee
$319K – – –
QCG
321
Quadrant Capital Group
Ohio
$317K -$962 -6 -0.3%
SWM
322
Spire Wealth Management
Virginia
$316K +$316K +1,969 New
NG
323
Norden Group
Utah
$313K -$13.3K -83 -4%
CGL
324
Clarius Group LLC
Washington
$312K -$32.9K -205 -10%
WIA
325
Westbourne Investment Advisors
Maryland
$311K – – –
11 12
13
14 15