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Thomson Reuters

480 hedge funds and large institutions have $14.5B invested in Thomson Reuters in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 157 increasing their positions, 186 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more call options, than puts

Call options by funds: $51.5M | Put options by funds: $15.8M

1% more capital invested

Capital invested by funds: $14.4B → $14.5B (+$155M)

0.07% more ownership

Funds ownership: 18.59%18.66% (+0.07%)

2% less funds holding

Funds holding: 492480 (-12)

11% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 53

16% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 186

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
480
Holders Change
-12
Holders Change %
-2.44%
% of All Funds
6.89%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
47
Increased
157
Reduced
186
Closed
53
Calls
$51.5M
Puts
$15.8M
Net Calls
+$35.7M
Net Calls Change
+$627K
Name Holding Trade Value Shares
Change
Change in
Stake
PSP
326
Principal Street Partners
Tennessee
$360K
Select Equity Group
327
Select Equity Group
New York
$357K +$348K +2,061 New
SI
328
Stephens Inc
Arkansas
$357K -$5.57K -33 -2%
SG Americas Securities
329
SG Americas Securities
New York
$357K +$130K +770 +60%
FMWA
330
Forvis Mazars Wealth Advisors
Missouri
$356K +$347K +2,057 New
NG
331
Norden Group
Utah
$347K +$97.9K +580 +41%
PAS
332
Park Avenue Securities
New York
$345K -$341K -2,021 -50%
HCA
333
Horan Capital Advisors
Ohio
$343K
CP
334
Covenant Partners
Tennessee
$340K
QCG
335
Quadrant Capital Group
Ohio
$338K -$4.39K -26 -1%
WIA
336
Westbourne Investment Advisors
Maryland
$331K
WA
337
Wealth Alliance
New York
$327K +$3.04K +18 +1%
FAFN
338
First Affirmative Financial Network
Colorado
$326K +$67.4K +399 +27%
FCI
339
Financial Counselors Inc
Kansas
$319K -$14.5K -86 -4%
Thrivent Financial for Lutherans
340
Thrivent Financial for Lutherans
Minnesota
$314K -$18.6K -110 -6%
SCP
341
Sivia Capital Partners
California
$306K +$24.6K +146 +9%
SIA
342
Schechter Investment Advisors
Michigan
$305K +$12.2K +72 +4%
CS
343
Candriam SCA
Luxembourg
$303K -$61.6K -365 -17%
OFW
344
Omnia Family Wealth
Florida
$300K
QCM
345
QRG Capital Management
Illinois
$297K +$26.2K +155 +10%
PWG
346
Portside Wealth Group
Utah
$295K -$3.21K -19 -1%
1WA
347
180 Wealth Advisors
Washington
$293K -$4.05K -24 -1%
N
348
Natixis
France
$293K -$1.12M -6,620 -80%
IC
349
IEQ Capital
California
$280K +$36.5K +216 +15%
DWP
350
Daymark Wealth Partners
Ohio
$272K +$2.19K +13 +0.8%

TRI Hedge Fund Activity: Q3 2024 in Review

480 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q3 2024, worth a combined $14.5B — up 1.1% from $14.4B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of TRI and 47 opened new positions — a net loss of 6 holders — while 186 trimmed existing stakes and 157 added.

The largest buyer was Fidelity International, adding an estimated $92.5M. The largest seller was WCM Investment Management, exiting entirely with an estimated $185M sold.

  • 480 institutional investors held Thomson Reuters (TRI) as of Q3 2024, down from 492 in Q2 2024.
  • Funds reported $14.5B of Thomson Reuters stock for Q3 2024, up 1.1% quarter-over-quarter.
  • 47 funds opened new Thomson Reuters positions in Q3 2024 and 53 closed out, a net change of -6 holders.
  • The largest Thomson Reuters buyer in Q3 2024 was Fidelity International, an estimated $92.5M added.
  • The largest Thomson Reuters seller in Q3 2024 was WCM Investment Management, an estimated $185M sold.

Based on aggregated 13F filings for Q3 2024.