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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
BTI
401
Blue Trust Inc
Georgia
$111K -$95.7K -567 -47%
JFA
402
JNBA Financial Advisors
Minnesota
$103K
CA
403
CoreCap Advisors
Michigan
$103K +$100K +593 New
IA
404
IFP Advisors
Florida
$101K -$3.38K -20 -3%
SPIA
405
Steward Partners Investment Advisory
New York
$99.3K -$2.19K -13 -2%
Simplex Trading
406
Simplex Trading
Illinois
$97K -$247K -1,464 -72%
RI
407
Ridgewood Investments
New Jersey
$96.8K -$15.2K -90 -14%
CA
408
Continuum Advisory
Idaho
$94.2K +$1.01K +6 +1%
CH
409
Cromwell Holdings
Wyoming
$86.7K
NIC
410
Northwest Investment Counselors
Oregon
$85.8K +$83.6K +495 New
Nisa Investment Advisors
411
Nisa Investment Advisors
Missouri
$84.6K +$33.3K +197 +68%
BBHC
412
Brown Brothers Harriman & Co
New York
$84.1K
SAM
413
Smartleaf Asset Management
Massachusetts
$82.5K +$68K +403 +537%
HPC
414
HM Payson & Co
Maine
$81.9K
CT
415
Colonial Trust
South Carolina
$81.7K
GIBU
416
Gulf International Bank (UK)
United Kingdom
$78K -$114K -677 -60%
AA
417
Alta Advisers
United Kingdom
$72.6K +$70.6K +418 New
AF
418
Allworth Financial
California
$72.5K +$3.71K +22 +6%
UB
419
UMB Bank
Missouri
$69.8K -$1.69K -10 -2%
OSNBOA
420
Old Second National Bank of Aurora
Illinois
$67K
BWP
421
Baldwin Wealth Partners
Massachusetts
$65.8K -$16.4K -97 -20%
PS
422
Principal Securities
Iowa
$61.4K -$675 -4 -1%
EFMH
423
E Fund Management (HK)
Hong Kong
$60K -$17K -101 -23%
JFG
424
Jefferies Financial Group
New York
$59.8K -$11.1K -66 -16%
GIM
425
Gold Investment Management
Alberta, Canada
$57.3K

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.