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Thomson Reuters
TRI

Overview Fund Activity

399 hedge funds and large institutions have $11B invested in Thomson Reuters in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 121 increasing their positions, 159 reducing their positions, and 41 closing their positions.

Holders
399
Holders Change
+9
Holders Change %
+2.31%
% of All Funds
6.36%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
53
Increased
121
Reduced
159
Closed
41
Calls
$61.4M
Puts
$39.6M
Net Calls
+$21.7M
Net Calls Change
-$20.5M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$765M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$170M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$692M
4
Legal & General Group
4
Legal & General Group
United Kingdom
$138M
5
WCM Investment Management
5
WCM Investment Management
California
$210M

Top Sellers

1
JFL
1
Jarislowsky, Fraser Ltd
Quebec, Canada
$548M
2
Norges Bank
2
Norges Bank
Norway
$139M
3
BNP Paribas Asset Management
3
BNP Paribas Asset Management
France
$26.3M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$16.9M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$127M
Name Market Value Shares Shares
Change 		Shares
Change %
LWANC
376
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.58K 62 – –
Group One Trading
377
Group One Trading
Illinois
$6.85K 56 +56 New
HIM
378
Hillsdale Investment Management
Ontario, Canada
$6.6K 54 -3,424 -98%
GRP
379
Global Retirement Partners
California
$6.6K 54 – –
CSPIA
380
Cary Street Partners Investment Advisory
Virginia
$6.48K 53 – –
BWL
381
Bogart Wealth LLC
Virginia
$5.26K 43 +24 +126%
CFD
382
Creative Financial Designs
Indiana
$4.89K 40 – –
EARNEST Partners
383
EARNEST Partners
Georgia
$4.15K 25 – –
PCM
384
Penserra Capital Management
California
$4K 36 +11 +44%
BIA
385
Bell Investment Advisors
California
$3.43K 28 -1 -3%
TWM
386
Tradition Wealth Management
Minnesota
$3K 28 – –
EWA
387
EverSource Wealth Advisors
Alabama
$2.94K 24 – –
CCP
388
Carmel Capital Partners
California
$2.45K 20 +1 +5%
M
389
MOTCO
Texas
$2.45K 20 +20 New
VCM
390
Versant Capital Management
Arizona
$2.32K 19 – –
OLVIG
391
Oliver Lagore Vanvalin Investment Group
Michigan
$2.2K 18 – –
CFB
392
Cullen/Frost Bankers
Texas
$2.2K 18 – –
IHWM
393
Iron Horse Wealth Management
Iowa
$2.08K 17 +17 New
HIA
394
Harbor Investment Advisory
Maryland
$1.71K 14 – –
AIM
395
Anchor Investment Management
South Carolina
$1.47K 12 – –
PCTC
396
Perkins Coie Trust Company
Washington
$978 8 +8 New
Kayne Anderson Rudnick Investment Management
397
Kayne Anderson Rudnick Investment Management
California
$367 3 – –
TWD
398
True Wealth Design
Ohio
$123 1 +1 New
PPC
399
Park Place Capital
Alabama
$122 1 -23 -96%
RA
400
Rise Advisors
New York
$113 1 -8 -89%
14 15
16
17 18