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Thomson Reuters

467 hedge funds and large institutions have $13.2B invested in Thomson Reuters in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 145 increasing their positions, 172 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

706% more call options, than puts

Call options by funds: $58.5M | Put options by funds: $7.26M

94% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 33

6% more funds holding

Funds holding: 439467 (+28)

1% more capital invested

Capital invested by funds: $13B → $13.2B (+$146M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.83% less ownership

Funds ownership: 19.25%18.42% (-0.83%)

16% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 172

Holders
467
Holders Change
+28
Holders Change %
+6.38%
% of All Funds
6.73%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
64
Increased
145
Reduced
172
Closed
33
Calls
$58.5M
Puts
$7.26M
Net Calls
+$51.2M
Net Calls Change
-$5.76M
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
326
Horan Capital Advisors
Ohio
$313K
WSCM
327
Wellington Shields Capital Management
New York
$312K -$136K -877 -31%
FCI
328
Financial Counselors Inc
Kansas
$304K -$38.9K -250 -12%
QCG
329
Quadrant Capital Group
Ohio
$304K -$127K -818 -30%
Thrivent Financial for Lutherans
330
Thrivent Financial for Lutherans
Minnesota
$303K +$4.2K +27 +1%
WIA
331
Westbourne Investment Advisors
Maryland
$302K
WA
332
Wealth Alliance
New York
$299K -$5.6K -36 -2%
Arrowstreet Capital
333
Arrowstreet Capital
Massachusetts
$288K -$9.89M -63,542 -97%
AAS
334
Avantax Advisory Services
Texas
$287K +$26.6K +171 +10%
ACM
335
Advisors Capital Management
New Jersey
$285K -$44K -283 -14%
Susquehanna International Group
336
Susquehanna International Group
Pennsylvania
$280K -$1.6M -10,287 -85%
1WA
337
180 Wealth Advisors
Washington
$279K -$31.6K -203 -10%
BTWM
338
Baker Tilly Wealth Management
Wisconsin
$278K -$15.4K -99 -5%
PWG
339
Portside Wealth Group
Utah
$274K +$4.98K +32 +2%
OFW
340
Omnia Family Wealth
Florida
$273K
SIA
341
Schechter Investment Advisors
Michigan
$262K +$7.62K +49 +3%
CIA
342
Concurrent Investment Advisors
Florida
$253K -$19.6K -126 -7%
WS
343
Wedbush Securities
California
$251K +$247K +1,587 New
Empower Advisory Group
344
Empower Advisory Group
Colorado
$247K -$103K -662 -30%
GFA
345
Grunden Financial Advisory
Texas
$247K
DWP
346
Daymark Wealth Partners
Ohio
$247K +$467 +3 +0.2%
IWA
347
Icon Wealth Advisors
Texas
$246K -$18.5K -119 -7%
SCP
348
Sivia Capital Partners
California
$245K -$311 -2 -0.1%
IC
349
IEQ Capital
California
$244K +$12.1K +78 +5%
HC
350
Henshaw Capital
Massachusetts
$240K +$236K +1,518 New

TRI Hedge Fund Activity: Q1 2024 in Review

467 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q1 2024, worth a combined $13.2B — up 1.1% from $13B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new TRI positions and 33 closed out — a net gain of 31 holders — while 145 added to existing stakes and 172 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $109M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $204M.

  • 467 institutional investors held Thomson Reuters (TRI) as of Q1 2024, up from 439 in Q4 2023.
  • Funds reported $13.2B of Thomson Reuters stock for Q1 2024, up 1.1% quarter-over-quarter.
  • 64 funds opened new Thomson Reuters positions in Q1 2024 and 33 closed out, a net change of +31 holders.
  • The largest Thomson Reuters buyer in Q1 2024 was Fidelity Investments, an estimated $109M added.
  • The largest Thomson Reuters seller in Q1 2024 was Manulife (Manufacturers Life Insurance), an estimated $204M sold.

Based on aggregated 13F filings for Q1 2024.