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Thomson Reuters
TRI

Overview Fund Activity

465 hedge funds and large institutions have $13.2B invested in Thomson Reuters in 2024 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 145 increasing their positions, 172 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+27
Holders Change %
+6.16%
% of All Funds
6.74%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
62
Increased
145
Reduced
172
Closed
32
Calls
$58.5M
Puts
$7.26M
Net Calls
+$51.2M
Net Calls Change
-$5.76M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.08B
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$74.9M
3
First Trust Advisors
First Trust Advisors
Illinois
$60.6M
4
TD Asset Management
TD Asset Management
Ontario, Canada
$631M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$895M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$375M
2
Morgan Stanley
Morgan Stanley
New York
$169M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.9B
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$42M
5
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$580M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSWM
426
Tyler-Stone Wealth Management
Ohio
$17.3K – – –
BCV
427
Banque Cantonale Vaudoise
Switzerland
$17K +$17K +106 New
AF
428
Advisornet Financial
Minnesota
$16.5K – – –
ADL
429
Asset Dedication LLC
California
$16K – – –
ACM
430
Aquatic Capital Management
Illinois
$15.6K +$15.6K +100 New
AF
431
Arrow Financial
New York
$13.4K – – –
GFPC
432
Global Financial Private Client
Florida
$13.4K – – –
SC
433
Stephens Consulting
Michigan
$12.3K – – –
MSC
434
MUFG Securities (Canada)
New York
$12.1K +$12.1K +78 New
JWA
435
JFS Wealth Advisors
Pennsylvania
$11.7K +$468 +3 +4%
HI
436
Harbour Investments
Wisconsin
$11.2K -$51.3K -329 -82%
LWANC
437
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.66K – – –
GRP
438
Global Retirement Partners
California
$9.49K -$4.04K -26 -30%
IGWM
439
ICA Group Wealth Management
Colorado
$9.04K – – –
FIM
440
Fernwood Investment Management
Massachusetts
$7.48K +$7.48K +48 New
FFC
441
First Financial Corp
Indiana
$7.32K – – –
FFO
442
Fortitude Family Office
Arizona
$6.55K – – –
CFD
443
Creative Financial Designs
Indiana
$6.23K – – –
BIA
444
Bell Investment Advisors
California
$5.14K – – –
PCM
445
Penserra Capital Management
California
$5K -$134K -968 -96%
WIA
446
Wetzel Investment Advisors
Indiana
$4.52K – – –
SAM
447
Smartleaf Asset Management
Massachusetts
$4.52K +$4.52K +29 New
CFB
448
Cullen/Frost Bankers
Texas
$4.36K +$1.56K +10 +56%
SRCM
449
Signature Resources Capital Management
California
$3.8K – – –
BWL
450
Bogart Wealth LLC
Virginia
$2.96K – – –
16 17
18
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