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Thomson Reuters

439 hedge funds and large institutions have $13B invested in Thomson Reuters in 2023 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 133 increasing their positions, 159 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

441% more call options, than puts

Call options by funds: $69.9M | Put options by funds: $12.9M

129% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 34

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

18% more capital invested

Capital invested by funds: $11B → $13B (+$2.02B)

10% more funds holding

Funds holding: 400439 (+39)

0.08% less ownership

Funds ownership: 19.33%19.25% (-0.08%)

16% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 159

Holders
439
Holders Change
+39
Holders Change %
+9.75%
% of All Funds
6.4%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
78
Increased
133
Reduced
159
Closed
34
Calls
$69.9M
Puts
$12.9M
Net Calls
+$57M
Net Calls Change
+$35.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
376
Allworth Financial
California
$69.1K +$34.2K +253 +119%
HI
377
Harbour Investments
Wisconsin
$58.6K -$1.49K -11 -3%
OSNBOA
378
Old Second National Bank of Aurora
Illinois
$57.5K
Fifth Third Bancorp
379
Fifth Third Bancorp
Ohio
$55.9K +$10.4K +77 +26%
GWS
380
Glassman Wealth Services
Virginia
$55.1K +$5K +37 +11%
JWM
381
Janiczek Wealth Management
Colorado
$52.8K +$6.75K +50 +16%
ZB
382
Zions Bancorporation
Utah
$48.5K
PS
383
Principal Securities
Iowa
$48.4K +$44K +326 New
ASN
384
Advisory Services Network
Georgia
$47.7K +$43.4K +321 New
CFS
385
CGC Financial Services
Oregon
$46.1K
SWC
386
Spectrum Wealth Counsel
Indiana
$45.6K +$41.5K +307 New
MPWT
387
MassMutual Private Wealth & Trust
Connecticut
$44.2K +$5.13K +38 +15%
GIM
388
Gold Investment Management
Alberta, Canada
$40.7K +$37K +274 New
CTC
389
Central Trust Company
Missouri
$38.3K
GWSG
390
GPS Wealth Strategies Group
Colorado
$38K +$34.6K +256 New
TVAMP
391
Tennessee Valley Asset Management Partners
Tennessee
$36.6K +$33.2K +246 New
PP
392
Pacifica Partners
Canada
$34.2K +$19.7K +146 +160%
FCA
393
FinTrust Capital Advisors
South Carolina
$33K
BSC
394
Brown Shipley & Co
United Kingdom
$28.2K
TCOV
395
Trust Company of Vermont
Vermont
$27K
AFS
396
Annapolis Financial Services
Maryland
$23.8K
QC
397
Quent Capital
New York
$22K
RIL
398
Rothschild Investment LLC
Illinois
$22K +$20K +148 New
FHA
399
First Horizon Advisors
Tennessee
$21.9K
HFS
400
Hantz Financial Services
Michigan
$21K -$2.43K -18 -11%