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Thomson Reuters
TRI

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: 439 → 467 (+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: 5 → 5 (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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$109M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
+$73.6M
3
First Trust Advisors
First Trust Advisors
Illinois
+$56.9M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$45.2M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$36.6M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$204M
2
Morgan Stanley
Morgan Stanley
New York
-$160M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$142M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$110M
5
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
-$88.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SRCM
451
Signature Resources Capital Management
California
$3.8K – – –
BWL
452
Bogart Wealth LLC
Virginia
$2.96K – – –
VCM
453
Versant Capital Management
Arizona
$2.96K – – –
OLVIG
454
Oliver Lagore Vanvalin Investment Group
Michigan
$2.81K – – –
IHWM
455
Iron Horse Wealth Management
Iowa
$2.65K – – –
HIA
456
Harbor Investment Advisory
Maryland
$2.18K – – –
CFGS
457
Concourse Financial Group Securities
Alabama
$2.02K -$156 -1 -7%
ST
458
Smithfield Trust
Pennsylvania
$2K +$1.87K +12 New
AIM
459
Anchor Investment Management
South Carolina
$1.87K – – –
CAM
460
Creekmur Asset Management
Illinois
$1.56K +$1.56K +10 New
CFO
461
CVA Family Office
Colorado
$1.25K – – –
GWP
462
Gen-Wealth Partners
Michigan
$1.09K +$1.09K +7 New
RF
463
Robbins Farley
New Hampshire
$780 – – –
TWD
464
True Wealth Design
Ohio
$468 – – –
Kayne Anderson Rudnick Investment Management
465
Kayne Anderson Rudnick Investment Management
California
$467 – – –
Macquarie Group
466
Macquarie Group
Australia
$361 +$35.5K +228 New
FGAM
467
Financial Gravity Asset Management
Texas
$231 +$156 +1 New
Mirae Asset Global Investments
468
Mirae Asset Global Investments
South Korea
– -$11.8M -79,360 Closed
BA
469
Bridgewater Associates
Connecticut
– -$7.8M -52,532 Closed
MWM
470
Meridian Wealth Management
Kentucky
– -$3.54M -23,817 Closed
Public Sector Pension Investment Board (PSP Investments)
471
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$2M -13,424 Closed
Walleye Capital
472
Walleye Capital
New York
– -$1.93M -13,016 Closed
UBS AM
473
UBS AM
Illinois
– -$1.82M -12,249 Closed
FI
474
FJ Investments
Utah
– -$1.2M -8,064 Closed
SLAM
475
Swiss Life Asset Management
– -$1.09M -7,329 Closed
16 17 18
19
20

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.