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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 %
VCM
426
Versant Capital Management
Arizona
$2.78K – – –
CFB
427
Cullen/Frost Bankers
Texas
$2.63K – – –
OLVIG
428
Oliver Lagore Vanvalin Investment Group
Michigan
$2.63K – – –
IHWM
429
Iron Horse Wealth Management
Iowa
$2.49K – – –
CFGS
430
Concourse Financial Group Securities
Alabama
$2.06K -$14.4K -98 -88%
HIA
431
Harbor Investment Advisory
Maryland
$2.05K – – –
AIM
432
Anchor Investment Management
South Carolina
$1.76K – – –
CFO
433
CVA Family Office
Colorado
$1.17K +$1.17K +8 New
BTI
434
Blue Trust Inc
Georgia
$1K -$28.8K -317 -97%
RF
435
Robbins Farley
New Hampshire
$732 +$732 +5 New
Kayne Anderson Rudnick Investment Management
436
Kayne Anderson Rudnick Investment Management
California
$439 – – –
TWD
437
True Wealth Design
Ohio
$439 +$293 +2 +200%
PPC
438
Park Place Capital
Alabama
$146 – – –
FGAM
439
Financial Gravity Asset Management
Texas
$14 – – –
PCM
440
Prana Capital Management
Connecticut
– -$9.63M -78,734 Closed
IMPI
441
Ilmarinen Mutual Pension Insurance
Finland
– -$5.73M -46,269 Closed
AWA
442
Aaron Wealth Advisors
Illinois
– -$2.68M -21,878 Closed
Voloridge Investment Management
443
Voloridge Investment Management
Florida
– -$2.33M -19,041 Closed
BBL
444
Beck Bode LLC
Massachusetts
– -$2.24M -18,322 Closed
OQS
445
Occudo Quantitative Strategies
Florida
– -$1.98M -16,196 Closed
EFH
446
Eaton Financial Holdings
Florida
– -$1.51M -12,371 Closed
SSA
447
Schonfeld Strategic Advisors
New York
– -$709K -5,800 Closed
FC
448
FORA Capital
Florida
– -$700K -5,719 Closed
AAS
449
Ameritas Advisory Services
Nebraska
– -$690K -5,643 Closed
IG
450
ING Group
Netherlands
– -$575K -4,700 Closed
15 16 17
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