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Thomson Reuters

492 hedge funds and large institutions have $14.4B invested in Thomson Reuters in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 159 increasing their positions, 179 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $55.1M | Put options by funds: $20M

100% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 32

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

9% more capital invested

Capital invested by funds: $13.2B → $14.4B (+$1.19B)

5% more funds holding

Funds holding: 467492 (+25)

0.17% more ownership

Funds ownership: 18.42%18.59% (+0.17%)

11% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 179

Holders
492
Holders Change
+25
Holders Change %
+5.35%
% of All Funds
7.11%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
64
Increased
159
Reduced
179
Closed
32
Calls
$55.1M
Puts
$20M
Net Calls
+$35.1M
Net Calls Change
-$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
426
Baldwin Wealth Partners
Massachusetts
$81.4K +$829 +5 +1%
HPC
427
HM Payson & Co
Maine
$80.9K
EFMH
428
E Fund Management (HK)
Hong Kong
$76K -$14.3K -86 -16%
HCM
429
Hollencrest Capital Management
California
$75.5K
ATPW
430
Ashton Thomas Private Wealth
Arizona
$73K +$70.6K +426 New
UB
431
UMB Bank
Missouri
$70.6K
JFG
432
Jefferies Financial Group
New York
$70.3K +$68.1K +411 New
OSNBOA
433
Old Second National Bank of Aurora
Illinois
$66.2K
AF
434
Allworth Financial
California
$65.4K -$17.2K -104 -21%
PS
435
Principal Securities
Iowa
$61.4K +$3.65K +22 +7%
JWM
436
Janiczek Wealth Management
Colorado
$60.9K
GIM
437
Gold Investment Management
Alberta, Canada
$56.6K
Fifth Third Bancorp
438
Fifth Third Bancorp
Ohio
$54.8K -$8.79K -53 -14%
CFS
439
CGC Financial Services
Oregon
$53.1K
MPWT
440
MassMutual Private Wealth & Trust
Connecticut
$51.2K -$3.48K -21 -7%
Nisa Investment Advisors
441
Nisa Investment Advisors
Missouri
$49.9K
GRP
442
Global Retirement Partners
California
$46.9K +$35.5K +214 +357%
SWC
443
Spectrum Wealth Counsel
Indiana
$45.2K -$5.3K -32 -11%
BSC
444
Brown Shipley & Co
United Kingdom
$44.5K +$166 +1 +0.5%
CTC
445
Central Trust Company
Missouri
$44.2K
PP
446
Pacifica Partners
Canada
$40.6K
FCA
447
FinTrust Capital Advisors
South Carolina
$38.1K
TCOV
448
Trust Company of Vermont
Vermont
$36.1K
ZB
449
Zions Bancorporation
Utah
$33.5K -$20.1K -121 -38%
EWA
450
EverSource Wealth Advisors
Alabama
$29.5K -$332 -2 -1%

TRI Hedge Fund Activity: Q2 2024 in Review

492 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q2 2024, worth a combined $14.4B — up 9.1% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new TRI positions and 32 closed out — a net gain of 32 holders — while 159 added to existing stakes and 179 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $133M. The largest seller was Bank of Montreal, cutting an estimated $140M.

  • 492 institutional investors held Thomson Reuters (TRI) as of Q2 2024, up from 467 in Q1 2024.
  • Funds reported $14.4B of Thomson Reuters stock for Q2 2024, up 9.1% quarter-over-quarter.
  • 64 funds opened new Thomson Reuters positions in Q2 2024 and 32 closed out, a net change of +32 holders.
  • The largest Thomson Reuters buyer in Q2 2024 was Morgan Stanley, an estimated $133M added.
  • The largest Thomson Reuters seller in Q2 2024 was Bank of Montreal, an estimated $140M sold.

Based on aggregated 13F filings for Q2 2024.