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Thomson Reuters

439 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, 159 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

441% more call options, than puts

Call options by funds: $69.9M | Put options by funds: $12.9M

129% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 34

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

18% more capital invested

Capital invested by funds: $11B → $13B (+$2.02B)

10% more funds holding

Funds holding: 400439 (+39)

0.08% less ownership

Funds ownership: 19.33%19.25% (-0.08%)

16% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 159

Holders
439
Holders Change
+39
Holders Change %
+9.75%
% of All Funds
6.4%
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
159
Closed
34
Calls
$69.9M
Puts
$12.9M
Net Calls
+$57M
Net Calls Change
+$35.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
326
Avantax Advisory Services
Texas
$244K +$222K +1,642 New
CAAS
327
Capital Asset Advisory Services
Michigan
$243K -$6.62K -49 -3%
SIA
328
Schechter Investment Advisors
Michigan
$239K -$3.24K -24 -1%
GFA
329
Grunden Financial Advisory
Texas
$231K +$210K +1,558 New
DWP
330
Daymark Wealth Partners
Ohio
$231K +$210K +1,555 New
FAFN
331
First Affirmative Financial Network
Colorado
$230K -$20.8K -154 -9%
RIA
332
Retirement Investment Advisors
Oklahoma
$230K -$209K -1,548 -50%
SCP
333
Sivia Capital Partners
California
$230K +$209K +1,549 New
VCM
334
Vivaldi Capital Management
Illinois
$229K +$200K +1,477 New
LFAS
335
Level Four Advisory Services
Texas
$227K +$207K +1,531 New
AT
336
American Trust
Kentucky
$224K -$17.4K -129 -8%
UM
337
UniSuper Management
Australia
$224K
IC
338
IEQ Capital
California
$217K +$198K +1,464 New
CIA
339
Capital Investment Advisors
Georgia
$217K -$29.7K -220 -13%
GIBU
340
Gulf International Bank (UK)
United Kingdom
$212K -$33.9K -251 -15%
GGA
341
Granite Group Advisors
Connecticut
$210K +$177K +1,307 New
TRCT
342
Tower Research Capital (TRC)
New York
$210K -$279K -2,064 -59%
EL
343
EWA LLC
Pennsylvania
$209K +$184K +1,362 New
SI
344
Seeds Investor
New York
$208K +$189K +1,399 New
SVWAG
345
Sound View Wealth Advisors Group
Georgia
$206K +$187K +1,385 New
DWT
346
Dorsey & Whitney Trust
South Dakota
$203K +$185K +1,366 New
SDWIA
347
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$202K +$184K +1,361 New
TW
348
TrinityPoint Wealth
Connecticut
$202K +$183K +1,358 New
BDFN
349
Bond & Devick Financial Network
Minnesota
$201K +$183K +1,353 New
Pacer Advisors
350
Pacer Advisors
Pennsylvania
$193K -$2.03K -15 -1%