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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
DWM
376
Dorchester Wealth Management
Quebec, Canada
$231K +$224K +1,349 New
EL
377
EWA LLC
Pennsylvania
$228K +$663 +4 +0.3%
GGA
378
Granite Group Advisors
Connecticut
$224K
AWM
379
Ariadne Wealth Management
California
$223K +$1.36M +8,232 New
PNC
380
Park National Corp
Ohio
$222K +$3.48K +21 +2%
JIC
381
Johnson Investment Counsel
Ohio
$221K +$1.66K +10 +0.8%
VA
382
Vident Advisory
Georgia
$221K +$214K +1,292 New
SG Americas Securities
383
SG Americas Securities
New York
$221K +$214K +1,293 New
BSW
384
Buckingham Strategic Wealth
Missouri
$220K +$213K +1,288 New
PHIC
385
Pine Haven Investment Counsel
Massachusetts
$219K
Pacer Advisors
386
Pacer Advisors
Pennsylvania
$218K -$9.78K -59 -4%
Lido Advisors
387
Lido Advisors
California
$210K +$203K +1,227 New
AT
388
American Trust
Kentucky
$208K -$12.3K -74 -6%
HDIM
389
Hanson & Doremus Investment Management
Vermont
$208K
AWS
390
Atria Wealth Solutions
New York
$207K +$200K +1,207 New
WAP
391
Wealthcare Advisory Partners
Pennsylvania
$204K +$198K +1,192 New
MWM
392
Mission Wealth Management
California
$202K +$196K +1,180 New
AA
393
Addison Advisors
Vermont
$200K +$4.47K +27 +2%
MLL
394
Moody Lynn & Lieberson
Massachusetts
$200K +$194K +1,169 New
IWA
395
Icon Wealth Advisors
Texas
$199K -$57.5K -347 -22%
GIBU
396
Gulf International Bank (UK)
United Kingdom
$193K -$64K -386 -25%
BTI
397
Blue Trust Inc
Georgia
$193K +$202K +1,218 New
HNB
398
Huntington National Bank
Ohio
$189K -$24.4K -147 -12%
Walleye Capital
399
Walleye Capital
New York
$186K +$180K +1,085 New
BF
400
BOK Financial
Oklahoma
$178K +$70.9K +428 +70%

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.