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Thomson Reuters
TRI

Overview Fund Activity

438 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, 158 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+39
Holders Change %
+9.77%
% of All Funds
6.42%
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
158
Closed
34
Calls
$69.9M
Puts
$12.9M
Net Calls
+$57M
Net Calls Change
+$35.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$311M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$551M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$915M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$201M
5
Fidelity International
Fidelity International
Bermuda
$730M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$673M
2
WCM Investment Management
WCM Investment Management
California
$165M
3
First Trust Advisors
First Trust Advisors
Illinois
$2.61M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$806M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$7.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSWM
401
Tyler-Stone Wealth Management
Ohio
$16.2K – – –
AF
402
Advisornet Financial
Minnesota
$15.5K -$7.9K -54 -34%
EWA
403
EverSource Wealth Advisors
Alabama
$15.2K +$11.7K +80 +333%
ADL
404
Asset Dedication LLC
California
$15K – – –
GRP
405
Global Retirement Partners
California
$12.8K +$4.86K +33 +61%
GFPC
406
Global Financial Private Client
Florida
$12.6K – – –
AF
407
Arrow Financial
New York
$12.6K – – –
BC
408
Bartlett & Co
Ohio
$12K +$12K +80 New
BCWM
409
Bartlett & Co Wealth Management
Ohio
$11.6K +$11.6K +80 New
SC
410
Stephens Consulting
Michigan
$11.6K -$7.02K -48 -38%
JWA
411
JFS Wealth Advisors
Pennsylvania
$10.5K – – –
FBC
412
Fairfield, Bush & Co
Connecticut
$10.5K +$10.5K +72 New
LWANC
413
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.07K – – –
IGWM
414
ICA Group Wealth Management
Colorado
$8.48K +$8.48K +58 New
HIM
415
Hillsdale Investment Management
Ontario, Canada
$7.9K – – –
N
416
Natixis
France
$7.17K +$7.17K +49 New
FFC
417
First Financial Corp
Indiana
$6.87K +$6.87K +47 New
FFO
418
Fortitude Family Office
Arizona
$6.14K +$6.14K +42 New
CFD
419
Creative Financial Designs
Indiana
$5.85K – – –
BIA
420
Bell Investment Advisors
California
$4.83K +$731 +5 +18%
ETC
421
Exchange Traded Concepts
Oklahoma
$4.53K -$5.56K -38 -55%
WIA
422
Wetzel Investment Advisors
Indiana
$4K +$4K +30 New
SRCM
423
Signature Resources Capital Management
California
$3.8K +$3.8K +26 New
SA
424
Scarborough Advisors
Maryland
$3.51K +$3.51K +24 New
BWL
425
Bogart Wealth LLC
Virginia
$2.78K -$3.51K -24 -56%
15 16
17
18 19