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Thomson Reuters

480 hedge funds and large institutions have $14.5B invested in Thomson Reuters in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 157 increasing their positions, 186 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more call options, than puts

Call options by funds: $51.5M | Put options by funds: $15.8M

1% more capital invested

Capital invested by funds: $14.4B → $14.5B (+$155M)

0.07% more ownership

Funds ownership: 18.59%18.66% (+0.07%)

2% less funds holding

Funds holding: 492480 (-12)

11% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 53

16% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 186

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
480
Holders Change
-12
Holders Change %
-2.44%
% of All Funds
6.89%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
47
Increased
157
Reduced
186
Closed
53
Calls
$51.5M
Puts
$15.8M
Net Calls
+$35.7M
Net Calls Change
+$627K
Name Holding Trade Value Shares
Change
Change in
Stake
EL
376
EWA LLC
Pennsylvania
$226K -$1.52K -9 -0.7%
PHIC
377
Pine Haven Investment Counsel
Massachusetts
$222K
Lido Advisors
378
Lido Advisors
California
$207K -$5.4K -32 -3%
WAP
379
Wealthcare Advisory Partners
Pennsylvania
$207K
ACM
380
Advisors Capital Management
New Jersey
$206K -$107K -635 -35%
AA
381
Addison Advisors
Vermont
$205K +$2.36K +14 +1%
MWM
382
Mission Wealth Management
California
$205K +$169 +1 +0.1%
FFO
383
Fiduciary Family Office
Florida
$205K -$439K -2,599 -69%
MLL
384
Moody Lynn & Lieberson
Massachusetts
$203K
CIBC Private Wealth Group
385
CIBC Private Wealth Group
Georgia
$202K +$20.6K +122 +12%
CIA
386
Concurrent Investment Advisors
Florida
$200K -$72.8K -431 -27%
HDIM
387
Hanson & Doremus Investment Management
Vermont
$199K -$11.3K -67 -6%
Walleye Capital
388
Walleye Capital
New York
$195K +$6.58K +39 +4%
Pacer Advisors
389
Pacer Advisors
Pennsylvania
$193K -$26.5K -157 -12%
HNB
390
Huntington National Bank
Ohio
$188K -$3.21K -19 -2%
BF
391
BOK Financial
Oklahoma
$177K -$1.35K -8 -0.8%
M
392
MOTCO
Texas
$170K
IIM
393
Intact Investment Management
Quebec, Canada
$155K +$151K +896 New
GIA
394
GHP Investment Advisors
Colorado
$148K
LC
395
Lindbrook Capital
California
$144K -$9.28K -55 -6%
HCP
396
Hexagon Capital Partners
Arkansas
$142K -$6.25K -37 -4%
PTC
397
Private Trust Company
Ohio
$132K
MCM
398
Manchester Capital Management
Vermont
$125K
HGA
399
Hobbs Group Advisors
South Carolina
$119K
GI
400
GAMMA Investing
California
$115K +$2.87K +17 +3%

TRI Hedge Fund Activity: Q3 2024 in Review

480 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q3 2024, worth a combined $14.5B — up 1.1% from $14.4B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of TRI and 47 opened new positions — a net loss of 6 holders — while 186 trimmed existing stakes and 157 added.

The largest buyer was Fidelity International, adding an estimated $92.5M. The largest seller was WCM Investment Management, exiting entirely with an estimated $185M sold.

  • 480 institutional investors held Thomson Reuters (TRI) as of Q3 2024, down from 492 in Q2 2024.
  • Funds reported $14.5B of Thomson Reuters stock for Q3 2024, up 1.1% quarter-over-quarter.
  • 47 funds opened new Thomson Reuters positions in Q3 2024 and 53 closed out, a net change of -6 holders.
  • The largest Thomson Reuters buyer in Q3 2024 was Fidelity International, an estimated $92.5M added.
  • The largest Thomson Reuters seller in Q3 2024 was WCM Investment Management, an estimated $185M sold.

Based on aggregated 13F filings for Q3 2024.