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Thomson Reuters
TRI

Overview Fund Activity

465 hedge funds and large institutions have $13.2B invested in Thomson Reuters in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 145 increasing their positions, 172 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+27
Holders Change %
+6.16%
% of All Funds
6.74%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
62
Increased
145
Reduced
172
Closed
32
Calls
$58.5M
Puts
$7.26M
Net Calls
+$51.2M
Net Calls Change
-$5.76M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.08B
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$74.9M
3
First Trust Advisors
First Trust Advisors
Illinois
$60.6M
4
TD Asset Management
TD Asset Management
Ontario, Canada
$631M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$895M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$375M
2
Morgan Stanley
Morgan Stanley
New York
$169M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.9B
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$42M
5
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$580M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCA
326
Horan Capital Advisors
Ohio
$313K – – –
WSCM
327
Wellington Shields Capital Management
New York
$312K -$139K -891 -31%
FCI
328
Financial Counselors Inc
Kansas
$304K -$39.6K -254 -12%
QCG
329
Quadrant Capital Group
Ohio
$304K -$129K -831 -30%
Thrivent Financial for Lutherans
330
Thrivent Financial for Lutherans
Minnesota
$303K +$4.21K +27 +1%
WIA
331
Westbourne Investment Advisors
Maryland
$302K – – –
WA
332
Wealth Alliance
New York
$299K -$5.61K -36 -2%
Arrowstreet Capital
333
Arrowstreet Capital
Massachusetts
$288K -$10M -64,538 -97%
AAS
334
Avantax Advisory Services
Texas
$287K +$27K +173 +10%
ACM
335
Advisors Capital Management
New Jersey
$285K -$44.9K -288 -14%
Susquehanna International Group
336
Susquehanna International Group
Pennsylvania
$280K -$1.63M -10,448 -85%
1WA
337
180 Wealth Advisors
Washington
$279K -$32.1K -206 -10%
BTWM
338
Baker Tilly Wealth Management
Wisconsin
$278K -$15.7K -101 -5%
PWG
339
Portside Wealth Group
Utah
$274K +$4.99K +32 +2%
OFW
340
Omnia Family Wealth
Florida
$273K – – –
SIA
341
Schechter Investment Advisors
Michigan
$262K +$7.79K +50 +3%
CIA
342
Concurrent Investment Advisors
Florida
$253K -$19.9K -128 -7%
WS
343
Wedbush Securities
California
$251K +$251K +1,612 New
Empower Advisory Group
344
Empower Advisory Group
Colorado
$247K -$105K -672 -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 -$18.9K -121 -7%
SCP
348
Sivia Capital Partners
California
$245K -$312 -2 -0.1%
IC
349
IEQ Capital
California
$244K +$12.3K +79 +5%
GIBU
350
Gulf International Bank (UK)
United Kingdom
$239K +$13.2K +85 +6%
12 13
14
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