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Thomson Reuters

467 hedge funds and large institutions have $13.2B invested in Thomson Reuters in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 145 increasing their positions, 172 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

706% more call options, than puts

Call options by funds: $58.5M | Put options by funds: $7.26M

94% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 33

6% more funds holding

Funds holding: 439467 (+28)

1% more capital invested

Capital invested by funds: $13B → $13.2B (+$146M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.83% less ownership

Funds ownership: 19.25%18.42% (-0.83%)

16% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 172

Holders
467
Holders Change
+28
Holders Change %
+6.38%
% of All Funds
6.73%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
64
Increased
145
Reduced
172
Closed
33
Calls
$58.5M
Puts
$7.26M
Net Calls
+$51.2M
Net Calls Change
-$5.76M
Name Holding Trade Value Shares
Change
Change in
Stake
NRG
426
Nemes Rush Group
Michigan
$17.8K
TSWM
427
Tyler-Stone Wealth Management
Ohio
$17.3K
BCV
428
Banque Cantonale Vaudoise
Switzerland
$17K +$16.2K +104 New
AF
429
Advisornet Financial
Minnesota
$16.5K
ADL
430
Asset Dedication LLC
California
$16K
ACM
431
Aquatic Capital Management
Illinois
$15.6K +$15.2K +98 New
LSA
432
Leonteq Securities AG
Switzerland
$13.6K +$13.4K +86 New
AF
433
Arrow Financial
New York
$13.4K
GFPC
434
Global Financial Private Client
Florida
$13.4K
SC
435
Stephens Consulting
Michigan
$12.3K
MSC
436
MUFG Securities (Canada)
New York
$12.1K +$12K +77 New
JWA
437
JFS Wealth Advisors
Pennsylvania
$11.7K +$467 +3 +4%
HI
438
Harbour Investments
Wisconsin
$11.2K -$50.4K -324 -82%
LWANC
439
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.66K
GRP
440
Global Retirement Partners
California
$9.49K -$4.04K -26 -30%
IGWM
441
ICA Group Wealth Management
Colorado
$9.04K
FIM
442
Fernwood Investment Management
Massachusetts
$7.48K +$7.31K +47 New
FFC
443
First Financial Corp
Indiana
$7.32K
FFO
444
Fortitude Family Office
Arizona
$6.54K
CFD
445
Creative Financial Designs
Indiana
$6.23K
BIA
446
Bell Investment Advisors
California
$5.14K
PCM
447
Penserra Capital Management
California
$5K -$148K -953 -96%
WIA
448
Wetzel Investment Advisors
Indiana
$4.52K
SAM
449
Smartleaf Asset Management
Massachusetts
$4.52K +$4.51K +29 New
CFB
450
Cullen/Frost Bankers
Texas
$4.36K +$1.56K +10 +56%

TRI Hedge Fund Activity: Q1 2024 in Review

467 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q1 2024, worth a combined $13.2B — up 1.1% from $13B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new TRI positions and 33 closed out — a net gain of 31 holders — while 145 added to existing stakes and 172 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $109M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $204M.

  • 467 institutional investors held Thomson Reuters (TRI) as of Q1 2024, up from 439 in Q4 2023.
  • Funds reported $13.2B of Thomson Reuters stock for Q1 2024, up 1.1% quarter-over-quarter.
  • 64 funds opened new Thomson Reuters positions in Q1 2024 and 33 closed out, a net change of +31 holders.
  • The largest Thomson Reuters buyer in Q1 2024 was Fidelity Investments, an estimated $109M added.
  • The largest Thomson Reuters seller in Q1 2024 was Manulife (Manufacturers Life Insurance), an estimated $204M sold.

Based on aggregated 13F filings for Q1 2024.