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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
BWL
426
Bogart Wealth LLC
Virginia
$2.78K -$3.11K -23 -55%
VCM
427
Versant Capital Management
Arizona
$2.78K
CFB
428
Cullen/Frost Bankers
Texas
$2.63K
OLVIG
429
Oliver Lagore Vanvalin Investment Group
Michigan
$2.63K
IHWM
430
Iron Horse Wealth Management
Iowa
$2.49K
CFGS
431
Concourse Financial Group Securities
Alabama
$2.06K -$13K -96 -87%
HIA
432
Harbor Investment Advisory
Maryland
$2.05K
AIM
433
Anchor Investment Management
South Carolina
$1.75K
CFO
434
CVA Family Office
Colorado
$1.17K +$1.08K +8 New
BTI
435
Blue Trust Inc
Georgia
$1K -$42.1K -312 -97%
RF
436
Robbins Farley
New Hampshire
$732 +$675 +5 New
Kayne Anderson Rudnick Investment Management
437
Kayne Anderson Rudnick Investment Management
California
$439
TWD
438
True Wealth Design
Ohio
$439 +$270 +2 +200%
PPC
439
Park Place Capital
Alabama
$146
FGAM
440
Financial Gravity Asset Management
Texas
$14
PCM
441
Prana Capital Management
Connecticut
-$9.63M -77,518 Closed
IMPI
442
Ilmarinen Mutual Pension Insurance
Finland
-$5.72M -45,555 Closed
AWA
443
Aaron Wealth Advisors
Illinois
-$2.68M -21,540 Closed
Voloridge Investment Management
444
Voloridge Investment Management
Florida
-$2.33M -18,747 Closed
BBL
445
Beck Bode LLC
Massachusetts
-$2.24M -18,039 Closed
OQS
446
Occudo Quantitative Strategies
Florida
-$1.98M -15,946 Closed
EFH
447
Eaton Financial Holdings
Florida
-$1.51M -12,180 Closed
SSA
448
Schonfeld Strategic Advisors
New York
-$709K -5,710 Closed
FC
449
FORA Capital
Florida
-$700K -5,631 Closed
AAS
450
Ameritas Advisory Services
Nebraska
-$690K -5,556 Closed