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Thomson Reuters

492 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, 159 increasing their positions, 179 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $55.1M | Put options by funds: $20M

100% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 32

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

9% more capital invested

Capital invested by funds: $13.2B → $14.4B (+$1.19B)

5% more funds holding

Funds holding: 467492 (+25)

0.17% more ownership

Funds ownership: 18.42%18.59% (+0.17%)

11% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 179

Holders
492
Holders Change
+25
Holders Change %
+5.35%
% of All Funds
7.11%
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
159
Reduced
179
Closed
32
Calls
$55.1M
Puts
$20M
Net Calls
+$35.1M
Net Calls Change
-$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WS
351
Wedbush Securities
California
$281K +$9.28K +56 +4%
P
352
&Partners
Tennessee
$278K +$270K +1,626 New
SCP
353
Sivia Capital Partners
California
$277K +$12.3K +74 +5%
CIA
354
Concurrent Investment Advisors
Florida
$272K -$1.82K -11 -0.7%
BAM
355
Burgundy Asset Management
Ontario, Canada
$268K +$260K +1,568 New
HC
356
Henshaw Capital
Massachusetts
$267K +$6.96K +42 +3%
DWP
357
Daymark Wealth Partners
Ohio
$267K
GFA
358
Grunden Financial Advisory
Texas
$267K
QCM
359
QRG Capital Management
Illinois
$266K +$258K +1,557 New
RIA
360
Retirement Investment Advisors
Oklahoma
$265K +$257K +1,549 New
AFG
361
Atomi Financial Group
New York
$262K +$18.6K +112 +8%
Macquarie Group
362
Macquarie Group
Australia
$258K +$212K +1,280 +561%
CAAS
363
Capital Asset Advisory Services
Michigan
$254K +$19.4K +117 +8%
FAFN
364
First Affirmative Financial Network
Colorado
$254K +$4.81K +29 +2%
WSCM
365
Wellington Shields Capital Management
New York
$253K -$81.6K -492 -25%
CIA
366
Capital Investment Advisors
Georgia
$250K +$166 +1 +0.1%
NG
367
Norden Group
Utah
$243K -$7.13K -43 -3%
WCM
368
Wisconsin Capital Management
Wisconsin
$242K
IC
369
IEQ Capital
California
$240K -$23.4K -141 -9%
MCM
370
MAI Capital Management
Ohio
$239K -$14.3K -86 -6%
SVWAG
371
Sound View Wealth Advisors Group
Georgia
$237K
AQR Capital Management
372
AQR Capital Management
Connecticut
$236K +$228K +1,377 New
DWT
373
Dorsey & Whitney Trust
South Dakota
$234K
TW
374
TrinityPoint Wealth
Connecticut
$232K
BDFN
375
Bond & Devick Financial Network
Minnesota
$232K

TRI Hedge Fund Activity: Q2 2024 in Review

492 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q2 2024, worth a combined $14.4B — up 9.1% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new TRI positions and 32 closed out — a net gain of 32 holders — while 159 added to existing stakes and 179 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $133M. The largest seller was Bank of Montreal, cutting an estimated $140M.

  • 492 institutional investors held Thomson Reuters (TRI) as of Q2 2024, up from 467 in Q1 2024.
  • Funds reported $14.4B of Thomson Reuters stock for Q2 2024, up 9.1% quarter-over-quarter.
  • 64 funds opened new Thomson Reuters positions in Q2 2024 and 32 closed out, a net change of +32 holders.
  • The largest Thomson Reuters buyer in Q2 2024 was Morgan Stanley, an estimated $133M added.
  • The largest Thomson Reuters seller in Q2 2024 was Bank of Montreal, an estimated $140M sold.

Based on aggregated 13F filings for Q2 2024.