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Thomson Reuters

467 hedge funds and large institutions have $13.2B invested in Thomson Reuters in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 145 increasing their positions, 172 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

706% more call options, than puts

Call options by funds: $58.5M | Put options by funds: $7.26M

94% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 33

6% more funds holding

Funds holding: 439467 (+28)

1% more capital invested

Capital invested by funds: $13B → $13.2B (+$146M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.83% less ownership

Funds ownership: 19.25%18.42% (-0.83%)

16% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 172

Holders
467
Holders Change
+28
Holders Change %
+6.38%
% of All Funds
6.73%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
64
Increased
145
Reduced
172
Closed
33
Calls
$58.5M
Puts
$7.26M
Net Calls
+$51.2M
Net Calls Change
-$5.76M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
376
CIBC Private Wealth Group
Georgia
$164K +$162K +1,038 New
SOW
377
State of Wyoming
Wyoming
$156K +$153K +985 New
AAP
378
Arax Advisory Partners
Colorado
$147K -$311 -2 -0.2%
LC
379
Lindbrook Capital
California
$141K +$1.71K +11 +1%
CA
380
Crewe Advisors
Utah
$138K +$136K +871 New
GIA
381
GHP Investment Advisors
Colorado
$135K
PTC
382
Private Trust Company
Ohio
$135K
HCP
383
Hexagon Capital Partners
Arkansas
$130K +$13.7K +88 +12%
GI
384
GAMMA Investing
California
$126K +$9.96K +64 +9%
AWM
385
Avior Wealth Management
Nebraska
$121K +$119K +766 New
IA
386
IFP Advisors
Florida
$101K -$3.11K -20 -3%
SPIA
387
Steward Partners Investment Advisory
New York
$97.7K +$8.09K +52 +9%
BF
388
BOK Financial
Oklahoma
$96.8K -$17.7K -114 -16%
Mitsubishi UFJ Trust & Banking
389
Mitsubishi UFJ Trust & Banking
Japan
$96.5K
CA
390
Continuum Advisory
Idaho
$95K +$86.7K +557 New
TFA
391
Transamerica Financial Advisors
Florida
$93K -$350K -2,249 -79%
OWA
392
Opal Wealth Advisors
New York
$84.9K +$83.6K +537 New
EFMH
393
E Fund Management (HK)
Hong Kong
$84K +$82.8K +532 New
AF
394
Allworth Financial
California
$79.1K +$5.29K +34 +7%
NIC
395
Northwest Investment Counselors
Oregon
$78.4K +$77K +495 New
BBHC
396
Brown Brothers Harriman & Co
New York
$76.8K +$75.5K +485 New
CT
397
Colonial Trust
South Carolina
$75K
HPC
398
HM Payson & Co
Maine
$74.8K
BWP
399
Baldwin Wealth Partners
Massachusetts
$74.5K +$622 +4 +0.9%
HCM
400
Hollencrest Capital Management
California
$69.8K -$23K -148 -25%

TRI Hedge Fund Activity: Q1 2024 in Review

467 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q1 2024, worth a combined $13.2B — up 1.1% from $13B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new TRI positions and 33 closed out — a net gain of 31 holders — while 145 added to existing stakes and 172 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $109M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $204M.

  • 467 institutional investors held Thomson Reuters (TRI) as of Q1 2024, up from 439 in Q4 2023.
  • Funds reported $13.2B of Thomson Reuters stock for Q1 2024, up 1.1% quarter-over-quarter.
  • 64 funds opened new Thomson Reuters positions in Q1 2024 and 33 closed out, a net change of +31 holders.
  • The largest Thomson Reuters buyer in Q1 2024 was Fidelity Investments, an estimated $109M added.
  • The largest Thomson Reuters seller in Q1 2024 was Manulife (Manufacturers Life Insurance), an estimated $204M sold.

Based on aggregated 13F filings for Q1 2024.