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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
CIBC Private Wealth Group
401
CIBC Private Wealth Group
Georgia
$178K +$995 +6 +0.6%
M
402
MOTCO
Texas
$168K +$163K +983 New
SOW
403
State of Wyoming
Wyoming
$159K -$9.28K -56 -6%
AAP
404
Arax Advisory Partners
Colorado
$155K -$4.31K -26 -3%
LC
405
Lindbrook Capital
California
$152K +$166 +1 +0.1%
VWM
406
Venturi Wealth Management
Texas
$151K +$146K +883 New
HCP
407
Hexagon Capital Partners
Arkansas
$147K +$6.13K +37 +5%
GIA
408
GHP Investment Advisors
Colorado
$146K
SWS
409
SYSTM Wealth Solutions
Illinois
$143K -$381K -2,301 -73%
CA
410
Crewe Advisors
Utah
$143K -$5.64K -34 -4%
PTC
411
Private Trust Company
Ohio
$131K -$15.3K -92 -11%
MCM
412
Manchester Capital Management
Vermont
$124K +$120K +724 New
HGA
413
Hobbs Group Advisors
South Carolina
$118K +$114K +687 New
AWM
414
Avior Wealth Management
Nebraska
$112K -$18.4K -111 -14%
GI
415
GAMMA Investing
California
$111K -$23.9K -144 -18%
RI
416
Ridgewood Investments
New Jersey
$111K +$107K +648 New
IA
417
IFP Advisors
Florida
$103K -$5.3K -32 -5%
JFA
418
JNBA Financial Advisors
Minnesota
$101K +$98.3K +593 New
TFA
419
Transamerica Financial Advisors
Florida
$101K
SPIA
420
Steward Partners Investment Advisory
New York
$100K -$5.14K -31 -5%
CA
421
Continuum Advisory
Idaho
$95.4K
CH
422
Cromwell Holdings
Wyoming
$85.6K +$82.9K +500 New
OWA
423
Opal Wealth Advisors
New York
$84.8K -$6.96K -42 -8%
BBHC
424
Brown Brothers Harriman & Co
New York
$83.1K
CT
425
Colonial Trust
South Carolina
$82K

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.