TRI icon

Thomson Reuters
TRI

Overview Fund Activity

491 hedge funds and large institutions have $14.4B invested in Thomson Reuters in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 158 increasing their positions, 179 reducing their positions, and 31 closing their positions.

Holders
491
Holders Change
+26
Holders Change %
+5.59%
% of All Funds
7.14%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
64
Increased
158
Reduced
179
Closed
31
Calls
$55.1M
Puts
$20M
Net Calls
+$35.1M
Net Calls Change
-$16.1M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$320M
2
Citadel Advisors
2
Citadel Advisors
Florida
$204M
3
Jane Street
3
Jane Street
New York
$112M
4
UBS AM
4
UBS AM
Illinois
$82.3M
5
Goldman Sachs
5
Goldman Sachs
New York
$255M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$825M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.95B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$882M
4
Fidelity International
4
Fidelity International
Bermuda
$718M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$600M
Name Market Value Shares Shares
Change 		Shares
Change %
WS
351
Wedbush Securities
California
$281K 1,669 +57 +4%
P
352
&Partners
Tennessee
$278K 1,652 +1,652 New
SCP
353
Sivia Capital Partners
California
$277K 1,646 +75 +5%
CIA
354
Concurrent Investment Advisors
Florida
$272K 1,612 -11 -0.7%
BAM
355
Burgundy Asset Management
Ontario, Canada
$268K 1,593 +1,593 New
DWP
356
Daymark Wealth Partners
Ohio
$267K 1,582 – –
GFA
357
Grunden Financial Advisory
Texas
$267K 1,582 – –
QCM
358
QRG Capital Management
Illinois
$266K 1,581 +1,581 New
RIA
359
Retirement Investment Advisors
Oklahoma
$265K 1,573 +1,573 New
AFG
360
Atomi Financial Group
New York
$262K 1,552 +114 +8%
Macquarie Group
361
Macquarie Group
Australia
$258K 1,532 +1,300 +560%
CAAS
362
Capital Asset Advisory Services
Michigan
$254K 1,521 +118 +8%
FAFN
363
First Affirmative Financial Network
Colorado
$254K 1,506 +29 +2%
WSCM
364
Wellington Shields Capital Management
New York
$253K 1,500 -500 -25%
CIA
365
Capital Investment Advisors
Georgia
$250K 1,486 +1 +0.1%
NG
366
Norden Group
Utah
$243K 1,444 -44 -3%
WCM
367
Wisconsin Capital Management
Wisconsin
$242K 1,435 – –
IC
368
IEQ Capital
California
$240K 1,423 -143 -9%
MCM
369
MAI Capital Management
Ohio
$239K 1,419 -87 -6%
SVWAG
370
Sound View Wealth Advisors Group
Georgia
$237K 1,407 – –
AQR Capital Management
371
AQR Capital Management
Connecticut
$236K 1,399 +1,399 New
DWT
372
Dorsey & Whitney Trust
South Dakota
$234K 1,387 – –
TW
373
TrinityPoint Wealth
Connecticut
$232K 1,379 – –
BDFN
374
Bond & Devick Financial Network
Minnesota
$232K 1,374 – –
DWM
375
Dorchester Wealth Management
Quebec, Canada
$231K 1,370 +1,370 New
13 14
15
16 17