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Thomson Reuters

410 hedge funds and large institutions have $11.6B invested in Thomson Reuters in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 131 increasing their positions, 144 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 34

62% more call options, than puts

Call options by funds: $57.9M | Put options by funds: $35.7M

8% more capital invested

Capital invested by funds: $10.8B → $11.6B (+$820M)

3% more funds holding

Funds holding: 397410 (+13)

9% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 144

1.11% less ownership

Funds ownership: 18.66%17.55% (-1.1%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
410
Holders Change
+13
Holders Change %
+3.27%
% of All Funds
6.53%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
57
Increased
131
Reduced
144
Closed
34
Calls
$57.9M
Puts
$35.7M
Net Calls
+$22.1M
Net Calls Change
+$59.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
351
Plante Moran Financial Advisors
Michigan
$50.5K +$46.9K +368 New
AAS
352
Ameritas Advisory Services
Nebraska
$46.6K +$42.7K +335 New
ASN
353
Advisory Services Network
Georgia
$45.9K +$28.9K +227 +210%
ZB
354
Zions Bancorporation
Utah
$44.2K -$4.33K -34 -10%
BTI
355
Blue Trust Inc
Georgia
$44K +$7.91K +62 +20%
JWM
356
Janiczek Wealth Management
Colorado
$42.1K
GWS
357
Glassman Wealth Services
Virginia
$41.4K -$892 -7 -2%
IA
358
IFP Advisors
Florida
$36.2K +$63.4K +497 +247%
CTC
359
Central Trust Company
Missouri
$35.4K
HFS
360
Hantz Financial Services
Michigan
$34K
AF
361
Allworth Financial
California
$32.9K +$8.03K +63 +36%
HCP
362
Hexagon Capital Partners
Arkansas
$32.3K -$892 -7 -3%
MPWT
363
MassMutual Private Wealth & Trust
Connecticut
$29.7K +$1.15K +9 +4%
BSC
364
Brown Shipley & Co
United Kingdom
$26K +$24.2K +190 New
BAM
365
Belpointe Asset Management
Nevada
$25.4K +$13.5K +106 +134%
AF
366
Advisornet Financial
Minnesota
$23K -$25.8K -202 -55%
AFS
367
Annapolis Financial Services
Maryland
$22.1K
QC
368
Quent Capital
New York
$20.3K
GWM
369
Geneos Wealth Management
Colorado
$19.5K
FHA
370
First Horizon Advisors
Tennessee
$19.5K +$18.1K +142 New
Optiver Holding
371
Optiver Holding
Netherlands
$18.6K +$17.3K +136 New
SC
372
Stephens Consulting
Michigan
$16.8K
UB
373
UMB Bank
Missouri
$16.1K
WTC
374
WhitTier Trust Company
Nevada
$14.2K -$6.12K -48 -32%
ADL
375
Asset Dedication LLC
California
$14K