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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 %
CAAS
326
Capital Asset Advisory Services
Michigan
$243K -$7.17K -49 -3%
SIA
327
Schechter Investment Advisors
Michigan
$239K -$3.67K -25 -2%
GFA
328
Grunden Financial Advisory
Texas
$231K +$231K +1,582 New
DWP
329
Daymark Wealth Partners
Ohio
$231K +$231K +1,579 New
FAFN
330
First Affirmative Financial Network
Colorado
$230K -$23K -157 -9%
RIA
331
Retirement Investment Advisors
Oklahoma
$230K -$230K -1,573 -50%
SCP
332
Sivia Capital Partners
California
$230K +$230K +1,573 New
VCM
333
Vivaldi Capital Management
Illinois
$229K +$229K +1,500 New
LFAS
334
Level Four Advisory Services
Texas
$227K +$227K +1,555 New
AT
335
American Trust
Kentucky
$224K -$19.2K -131 -8%
UM
336
UniSuper Management
Australia
$224K – – –
IC
337
IEQ Capital
California
$217K +$217K +1,487 New
CIA
338
Capital Investment Advisors
Georgia
$217K -$32.6K -223 -13%
GIBU
339
Gulf International Bank (UK)
United Kingdom
$212K -$37.1K -255 -15%
GGA
340
Granite Group Advisors
Connecticut
$210K +$210K +1,328 New
TRCT
341
Tower Research Capital (TRC)
New York
$210K -$307K -2,097 -59%
EL
342
EWA LLC
Pennsylvania
$209K +$209K +1,383 New
SI
343
Seeds Investor
New York
$208K +$208K +1,421 New
SVWAG
344
Sound View Wealth Advisors Group
Georgia
$206K +$206K +1,407 New
DWT
345
Dorsey & Whitney Trust
South Dakota
$203K +$203K +1,387 New
SDWIA
346
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$202K +$202K +1,382 New
TW
347
TrinityPoint Wealth
Connecticut
$202K +$202K +1,379 New
BDFN
348
Bond & Devick Financial Network
Minnesota
$201K +$201K +1,374 New
Pacer Advisors
349
Pacer Advisors
Pennsylvania
$193K -$2.34K -16 -1%
HDIM
350
Hanson & Doremus Investment Management
Vermont
$186K +$1.02K +7 +0.6%
12 13
14
15 16