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Thomson Reuters
TRI

Overview Fund Activity

390 hedge funds and large institutions have $11B invested in Thomson Reuters in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 91 increasing their positions, 235 reducing their positions, and 67 closing their positions.

Holders
390
Holders Change
-20
Holders Change %
-4.88%
% of All Funds
6.15%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
47
Increased
91
Reduced
235
Closed
67
Calls
$71.8M
Puts
$29.5M
Net Calls
+$42.3M
Net Calls Change
+$20.2M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$557M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$519M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$389M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$605M
5
BNP Paribas Asset Management
5
BNP Paribas Asset Management
France
$61.4M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.78B
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$573M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$0
4
WCM Investment Management
4
WCM Investment Management
California
$83M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$34.3M
Name Market Value Shares Shares
Change 		Shares
Change %
AFS
351
Annapolis Financial Services
Maryland
$22K 163 -7 -4%
GWM
352
Geneos Wealth Management
Colorado
$20.3K 150 – –
QC
353
Quent Capital
New York
$20.3K 150 -6 -4%
AF
354
Advisornet Financial
Minnesota
$20.2K 150 -27 -15%
FHA
355
First Horizon Advisors
Tennessee
$20.2K 150 – –
SC
356
Stephens Consulting
Michigan
$17.2K 127 -2 -2%
NRG
357
Nemes Rush Group
Michigan
$16.4K 121 +121 New
TSWM
358
Tyler-Stone Wealth Management
Ohio
$15K 111 +111 New
ADL
359
Asset Dedication LLC
California
$14K 104 -4 -4%
PP
360
Pacifica Partners
Canada
$13.9K 104 +104 New
GFPC
361
Global Financial Private Client
Florida
$11.5K 86 -4 -4%
ETC
362
Exchange Traded Concepts
Oklahoma
$10.4K 77 +6 +8%
JWA
363
JFS Wealth Advisors
Pennsylvania
$9.72K 72 -3 -4%
FBC
364
Fairfield, Bush & Co
Connecticut
$9.72K 72 +72 New
LWANC
365
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.37K 62 -3 -5%
SSB
366
Sandy Spring Bank
Maryland
$8.33K 62 +62 New
IGWM
367
ICA Group Wealth Management
Colorado
$7.83K 58 -4 -6%
GRP
368
Global Retirement Partners
California
$7.26K 54 -3 -5%
CSPIA
369
Cary Street Partners Investment Advisory
Virginia
$7.15K 53 -3 -5%
CFD
370
Creative Financial Designs
Indiana
$5.4K 40 -2 -5%
EARNEST Partners
371
EARNEST Partners
Georgia
$4.47K 25 -1 -4%
TWM
372
Tradition Wealth Management
Minnesota
$4K 28 +28 New
BIA
373
Bell Investment Advisors
California
$3.91K 29 -20 -41%
PPC
374
Park Place Capital
Alabama
$3.25K 24 -1 -4%
EWA
375
EverSource Wealth Advisors
Alabama
$3.24K 24 -1 -4%
13 14
15
16 17