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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
NRG
401
Nemes Rush Group
Michigan
$16.7K
TSWM
402
Tyler-Stone Wealth Management
Ohio
$16.2K
AF
403
Advisornet Financial
Minnesota
$15.5K -$7.29K -54 -34%
EWA
404
EverSource Wealth Advisors
Alabama
$15.2K +$10.5K +78 +325%
ADL
405
Asset Dedication LLC
California
$15K
GRP
406
Global Retirement Partners
California
$12.8K +$4.46K +33 +62%
AF
407
Arrow Financial
New York
$12.6K
GFPC
408
Global Financial Private Client
Florida
$12.6K
BC
409
Bartlett & Co
Ohio
$12K +$10.7K +79 New
BCWM
410
Bartlett & Co Wealth Management
Ohio
$11.6K +$10.7K +79 New
SC
411
Stephens Consulting
Michigan
$11.6K -$6.35K -47 -38%
JWA
412
JFS Wealth Advisors
Pennsylvania
$10.5K
FBC
413
Fairfield, Bush & Co
Connecticut
$10.5K +$9.59K +71 New
LWANC
414
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.07K
IGWM
415
ICA Group Wealth Management
Colorado
$8.48K +$7.7K +57 New
HIM
416
Hillsdale Investment Management
Ontario, Canada
$7.9K
N
417
Natixis
France
$7.17K +$6.48K +48 New
FFC
418
First Financial Corp
Indiana
$6.87K +$6.21K +46 New
FFO
419
Fortitude Family Office
Arizona
$6.14K +$5.54K +41 New
CFD
420
Creative Financial Designs
Indiana
$5.85K
BIA
421
Bell Investment Advisors
California
$4.83K +$540 +4 +14%
ETC
422
Exchange Traded Concepts
Oklahoma
$4.53K -$5K -37 -54%
WIA
423
Wetzel Investment Advisors
Indiana
$4K +$4.05K +30 New
SRCM
424
Signature Resources Capital Management
California
$3.8K +$3.51K +26 New
SA
425
Scarborough Advisors
Maryland
$3.51K +$3.24K +24 New