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Thomson Reuters
TRI

Overview Fund Activity

465 hedge funds and large institutions have $13.2B invested in Thomson Reuters in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 145 increasing their positions, 172 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+27
Holders Change %
+6.16%
% of All Funds
6.74%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
62
Increased
145
Reduced
172
Closed
32
Calls
$58.5M
Puts
$7.26M
Net Calls
+$51.2M
Net Calls Change
-$5.76M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.08B
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$74.9M
3
First Trust Advisors
First Trust Advisors
Illinois
$60.6M
4
TD Asset Management
TD Asset Management
Ontario, Canada
$631M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$895M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$375M
2
Morgan Stanley
Morgan Stanley
New York
$169M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.9B
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$42M
5
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$580M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
351
MAI Capital Management
Ohio
$235K +$235K +1,506 New
NG
352
Norden Group
Utah
$232K +$232K +1,488 New
CIA
353
Capital Investment Advisors
Georgia
$231K – – –
EL
354
EWA LLC
Pennsylvania
$231K -$839 -5 -0.4%
FAFN
355
First Affirmative Financial Network
Colorado
$230K -$15.3K -98 -6%
GS
356
GTS Securities
New York
$229K -$85.4K -548 -27%
LFAS
357
Level Four Advisory Services
Texas
$227K – – –
AFG
358
Atomi Financial Group
New York
$224K +$224K +1,438 New
WCM
359
Wisconsin Capital Management
Wisconsin
$224K +$224K +1,435 New
ICG
360
InterOcean Capital Group
Tennessee
$222K +$222K +1,423 New
SVWAG
361
Sound View Wealth Advisors Group
Georgia
$219K – – –
DWT
362
Dorsey & Whitney Trust
South Dakota
$216K – – –
TW
363
TrinityPoint Wealth
Connecticut
$215K – – –
BDFN
364
Bond & Devick Financial Network
Minnesota
$214K – – –
CAAS
365
Capital Asset Advisory Services
Michigan
$213K -$39.7K -261 -16%
Pacer Advisors
366
Pacer Advisors
Pennsylvania
$211K +$4.99K +32 +2%
GGA
367
Granite Group Advisors
Connecticut
$207K – – –
AT
368
American Trust
Kentucky
$204K -$35.2K -226 -15%
JIC
369
Johnson Investment Counsel
Ohio
$203K +$203K +1,303 New
PHIC
370
Pine Haven Investment Counsel
Massachusetts
$203K +$203K +1,302 New
PNC
371
Park National Corp
Ohio
$202K +$202K +1,295 New
HNB
372
Huntington National Bank
Ohio
$198K +$2.96K +19 +2%
HDIM
373
Hanson & Doremus Investment Management
Vermont
$192K -$5.91K -38 -3%
AA
374
Addison Advisors
Vermont
$181K +$779 +5 +0.4%
CIBC Private Wealth Group
375
CIBC Private Wealth Group
Georgia
$164K +$164K +1,054 New
13 14
15
16 17