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Thomson Reuters

480 hedge funds and large institutions have $14.5B invested in Thomson Reuters in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 157 increasing their positions, 186 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more call options, than puts

Call options by funds: $51.5M | Put options by funds: $15.8M

1% more capital invested

Capital invested by funds: $14.4B → $14.5B (+$155M)

0.07% more ownership

Funds ownership: 18.59%18.66% (+0.07%)

2% less funds holding

Funds holding: 492480 (-12)

11% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 53

16% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 186

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
480
Holders Change
-12
Holders Change %
-2.44%
% of All Funds
6.89%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
47
Increased
157
Reduced
186
Closed
53
Calls
$51.5M
Puts
$15.8M
Net Calls
+$35.7M
Net Calls Change
+$627K
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
426
Fifth Third Bancorp
Ohio
$56.6K +$1.18K +7 +2%
ETC
427
Exchange Traded Concepts
Oklahoma
$55.8K +$27.7K +164 +104%
CFS
428
CGC Financial Services
Oregon
$53.7K
MPWT
429
MassMutual Private Wealth & Trust
Connecticut
$52.2K +$338 +2 +0.7%
ATS
430
Ashton Thomas Securities
New York
$46.8K +$45.6K +270 New
BSC
431
Brown Shipley & Co
United Kingdom
$44.3K -$169 -1 -0.5%
CYG
432
Clean Yield Group
Vermont
$41.8K +$40.7K +241 New
AWM
433
Avior Wealth Management
Nebraska
$41.3K -$70.4K -417 -64%
PP
434
Pacifica Partners
Canada
$41.2K
ADL
435
Asset Dedication LLC
California
$39.9K +$21.6K +128 +125%
FCA
436
FinTrust Capital Advisors
South Carolina
$38.6K
EWA
437
EverSource Wealth Advisors
Alabama
$38.4K +$7.26K +43 +24%
TCOV
438
Trust Company of Vermont
Vermont
$36.5K
CPBTD
439
Central Pacific Bank - Trust Division
Hawaii
$29K +$28.2K +167 New
QC
440
Quent Capital
New York
$25.6K
RIL
441
Rothschild Investment LLC
Illinois
$25.6K
TFIPS
442
Towarzystwo Funduszy Inwestycyjnych PZU SA
$23.9K
ZB
443
Zions Bancorporation
Utah
$19.8K -$13.8K -82 -42%
CAL
444
Capital Analysts LLC
Pennsylvania
$19K +$18.1K +107 New
GRP
445
Global Retirement Partners
California
$16.5K -$30K -178 -65%
HFS
446
Hantz Financial Services
Michigan
$16K -$4.22K -25 -21%
AF
447
Arrow Financial
New York
$14.7K
GFPC
448
Global Financial Private Client
Florida
$14.7K
WSFS
449
Wilmington Savings Fund Society
Delaware
$14.5K +$14.2K +84 New
SC
450
Stephens Consulting
Michigan
$13.5K

TRI Hedge Fund Activity: Q3 2024 in Review

480 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q3 2024, worth a combined $14.5B — up 1.1% from $14.4B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of TRI and 47 opened new positions — a net loss of 6 holders — while 186 trimmed existing stakes and 157 added.

The largest buyer was Fidelity International, adding an estimated $92.5M. The largest seller was WCM Investment Management, exiting entirely with an estimated $185M sold.

  • 480 institutional investors held Thomson Reuters (TRI) as of Q3 2024, down from 492 in Q2 2024.
  • Funds reported $14.5B of Thomson Reuters stock for Q3 2024, up 1.1% quarter-over-quarter.
  • 47 funds opened new Thomson Reuters positions in Q3 2024 and 53 closed out, a net change of -6 holders.
  • The largest Thomson Reuters buyer in Q3 2024 was Fidelity International, an estimated $92.5M added.
  • The largest Thomson Reuters seller in Q3 2024 was WCM Investment Management, an estimated $185M sold.

Based on aggregated 13F filings for Q3 2024.