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Thomson Reuters

492 hedge funds and large institutions have $14.4B invested in Thomson Reuters in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 159 increasing their positions, 179 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $55.1M | Put options by funds: $20M

100% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 32

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

9% more capital invested

Capital invested by funds: $13.2B → $14.4B (+$1.19B)

5% more funds holding

Funds holding: 467492 (+25)

0.17% more ownership

Funds ownership: 18.42%18.59% (+0.17%)

11% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 179

Holders
492
Holders Change
+25
Holders Change %
+5.35%
% of All Funds
7.11%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
64
Increased
159
Reduced
179
Closed
32
Calls
$55.1M
Puts
$20M
Net Calls
+$35.1M
Net Calls Change
-$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
QT
326
Quantbot Technologies
New York
$361K -$289K -1,744 -45%
PSP
327
Principal Street Partners
Tennessee
$360K
SI
328
Stephens Inc
Arkansas
$359K +$166 +1 +0%
PP
329
PDS Planning
Ohio
$357K +$2.15K +13 +0.6%
CPG
330
Cornerstone Planning Group
New Jersey
$352K -$166 -1 -0%
Simplex Trading
331
Simplex Trading
Illinois
$347K -$829K -5,002 -71%
BFEC
332
Benjamin F. Edwards & Company
Missouri
$342K -$10.6K -64 -3%
HCA
333
Horan Capital Advisors
Ohio
$339K
QCG
334
Quadrant Capital Group
Ohio
$338K +$8.79K +53 +3%
CP
335
Covenant Partners
Tennessee
$336K -$53.9K -325 -14%
MOS
336
MGO One Seven
Ohio
$336K -$16.9K -102 -5%
FCI
337
Financial Counselors Inc
Kansas
$329K +$166 +1 +0.1%
Thrivent Financial for Lutherans
338
Thrivent Financial for Lutherans
Minnesota
$329K +$1.16K +7 +0.4%
WIA
339
Westbourne Investment Advisors
Maryland
$327K
AO
340
Advisor OS
Illinois
$327K -$12.8K -77 -4%
WA
341
Wealth Alliance
New York
$320K -$3.31K -20 -1%
ACM
342
Advisors Capital Management
New Jersey
$313K +$4.14K +25 +1%
Marshall Wace
343
Marshall Wace
United Kingdom
$303K +$294K +1,772 New
SWM
344
SeaCrest Wealth Management
New York
$299K +$289K +1,744 New
OHWA
345
Oak Hill Wealth Advisors
Virginia
$297K +$288K +1,737 New
Capstone Investment Advisors
346
Capstone Investment Advisors
New York
$296K -$1.34M -8,110 -82%
OFW
347
Omnia Family Wealth
Florida
$296K
PWG
348
Portside Wealth Group
Utah
$294K -$1.99K -12 -0.7%
SIA
349
Schechter Investment Advisors
Michigan
$289K +$5.64K +34 +2%
1WA
350
180 Wealth Advisors
Washington
$288K -$8.12K -49 -3%

TRI Hedge Fund Activity: Q2 2024 in Review

492 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q2 2024, worth a combined $14.4B — up 9.1% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new TRI positions and 32 closed out — a net gain of 32 holders — while 159 added to existing stakes and 179 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $133M. The largest seller was Bank of Montreal, cutting an estimated $140M.

  • 492 institutional investors held Thomson Reuters (TRI) as of Q2 2024, up from 467 in Q1 2024.
  • Funds reported $14.4B of Thomson Reuters stock for Q2 2024, up 9.1% quarter-over-quarter.
  • 64 funds opened new Thomson Reuters positions in Q2 2024 and 32 closed out, a net change of +32 holders.
  • The largest Thomson Reuters buyer in Q2 2024 was Morgan Stanley, an estimated $133M added.
  • The largest Thomson Reuters seller in Q2 2024 was Bank of Montreal, an estimated $140M sold.

Based on aggregated 13F filings for Q2 2024.