We are live on ! Find out more
TRI icon

Thomson Reuters

391 hedge funds and large institutions have $11B invested in Thomson Reuters in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 151 increasing their positions, 162 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $71.8M | Put options by funds: $29.5M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

0.03% more ownership

Funds ownership: 17.55%17.57% (+0.03%)

7% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 162

5% less funds holding

Funds holding: 410391 (-19)

5% less capital invested

Capital invested by funds: $11.6B → $11B (-$612M)

28% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 67

Holders
391
Holders Change
-19
Holders Change %
-4.63%
% of All Funds
6.14%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
48
Increased
151
Reduced
162
Closed
67
Calls
$71.8M
Puts
$29.5M
Net Calls
+$42.3M
Net Calls Change
+$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
351
Acadian Asset Management
Massachusetts
$25K +$25.4K +189 New
AFS
352
Annapolis Financial Services
Maryland
$22K -$134 -1 -0.6%
GWM
353
Geneos Wealth Management
Colorado
$20.3K +$805 +6 +4%
QC
354
Quent Capital
New York
$20.3K
AF
355
Advisornet Financial
Minnesota
$20.2K -$2.68K -20 -12%
FHA
356
First Horizon Advisors
Tennessee
$20.2K +$805 +6 +4%
SC
357
Stephens Consulting
Michigan
$17.2K +$403 +3 +2%
NRG
358
Nemes Rush Group
Michigan
$16.4K +$16K +119 New
TSWM
359
Tyler-Stone Wealth Management
Ohio
$15K +$14.6K +109 New
ADL
360
Asset Dedication LLC
California
$14K
PP
361
Pacifica Partners
Canada
$13.9K +$13.7K +102 New
GFPC
362
Global Financial Private Client
Florida
$11.5K
ETC
363
Exchange Traded Concepts
Oklahoma
$10.4K +$1.21K +9 +13%
JWA
364
JFS Wealth Advisors
Pennsylvania
$9.72K
FBC
365
Fairfield, Bush & Co
Connecticut
$9.72K +$9.53K +71 New
LWANC
366
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.37K -$134 -1 -2%
SSB
367
Sandy Spring Bank
Maryland
$8.32K +$8.19K +61 New
IGWM
368
ICA Group Wealth Management
Colorado
$7.83K -$268 -2 -3%
GRP
369
Global Retirement Partners
California
$7.26K -$134 -1 -2%
CSPIA
370
Cary Street Partners Investment Advisory
Virginia
$7.15K -$134 -1 -2%
CFD
371
Creative Financial Designs
Indiana
$5.4K -$134 -1 -3%
EARNEST Partners
372
EARNEST Partners
Georgia
$4.47K
TWM
373
Tradition Wealth Management
Minnesota
$4K +$3.76K +28 New
BIA
374
Bell Investment Advisors
California
$3.91K -$2.42K -18 -38%
PPC
375
Park Place Capital
Alabama
$3.25K

TRI Hedge Fund Activity: Q2 2023 in Review

391 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q2 2023, worth a combined $11B — down 5.3% from $11.6B a quarter earlier.

Sellers outnumbered buyers: 67 funds closed out of TRI and 48 opened new positions — a net loss of 19 holders — while 162 trimmed existing stakes and 151 added.

The largest buyer was Fidelity International, adding an estimated $157M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $209M sold.

  • 391 institutional investors held Thomson Reuters (TRI) as of Q2 2023, down from 410 in Q1 2023.
  • Funds reported $11B of Thomson Reuters stock for Q2 2023, down 5.3% quarter-over-quarter.
  • 48 funds opened new Thomson Reuters positions in Q2 2023 and 67 closed out, a net change of -19 holders.
  • The largest Thomson Reuters buyer in Q2 2023 was Fidelity International, an estimated $157M added.
  • The largest Thomson Reuters seller in Q2 2023 was Bank of Nova Scotia, an estimated $209M sold.

Based on aggregated 13F filings for Q2 2023.