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Thomson Reuters
TRI

Overview Fund Activity

465 hedge funds and large institutions have $13.2B invested in Thomson Reuters in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 145 increasing their positions, 172 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+27
Holders Change %
+6.16%
% of All Funds
6.74%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
62
Increased
145
Reduced
172
Closed
32
Calls
$58.5M
Puts
$7.26M
Net Calls
+$51.2M
Net Calls Change
-$5.76M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.08B
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$74.9M
3
First Trust Advisors
First Trust Advisors
Illinois
$60.6M
4
TD Asset Management
TD Asset Management
Ontario, Canada
$631M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$895M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$375M
2
Morgan Stanley
Morgan Stanley
New York
$169M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.9B
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$42M
5
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$580M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOW
376
State of Wyoming
Wyoming
$156K +$156K +1,000 New
AAP
377
Arax Advisory Partners
Colorado
$147K -$312 -2 -0.2%
LC
378
Lindbrook Capital
California
$141K +$1.71K +11 +1%
CA
379
Crewe Advisors
Utah
$138K +$138K +885 New
GIA
380
GHP Investment Advisors
Colorado
$135K – – –
PTC
381
Private Trust Company
Ohio
$135K – – –
HCP
382
Hexagon Capital Partners
Arkansas
$130K +$14K +90 +12%
GI
383
GAMMA Investing
California
$126K +$10.1K +65 +9%
AWM
384
Avior Wealth Management
Nebraska
$121K +$121K +778 New
IA
385
IFP Advisors
Florida
$101K -$3.12K -20 -3%
SPIA
386
Steward Partners Investment Advisory
New York
$97.7K +$8.26K +53 +9%
BF
387
BOK Financial
Oklahoma
$96.8K -$17.9K -115 -16%
Mitsubishi UFJ Trust & Banking
388
Mitsubishi UFJ Trust & Banking
Japan
$96.5K – – –
CA
389
Continuum Advisory
Idaho
$95K +$95K +566 New
TFA
390
Transamerica Financial Advisors
Florida
$93K -$358K -2,284 -79%
OWA
391
Opal Wealth Advisors
New York
$84.9K +$84.9K +545 New
EFMH
392
E Fund Management (HK)
Hong Kong
$84K +$84K +540 New
AF
393
Allworth Financial
California
$79.1K +$5.45K +35 +7%
NIC
394
Northwest Investment Counselors
Oregon
$78.4K +$78.4K +503 New
BBHC
395
Brown Brothers Harriman & Co
New York
$76.8K +$76.8K +493 New
CT
396
Colonial Trust
South Carolina
$75K – – –
HPC
397
HM Payson & Co
Maine
$74.8K – – –
BWP
398
Baldwin Wealth Partners
Massachusetts
$74.5K +$623 +4 +0.8%
HCM
399
Hollencrest Capital Management
California
$69.8K -$23.4K -150 -25%
UB
400
UMB Bank
Missouri
$65.3K -$11.7K -75 -15%
14 15
16
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