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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
HI
451
Harbour Investments
Wisconsin
$12.3K
HFM
452
Harvest Fund Management
China
$12K
LWANC
453
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.6K
GM
454
GeoWealth Management
Illinois
$10.4K +$10.1K +60 New
AF
455
Advisornet Financial
Minnesota
$9.72K -$5.57K -33 -37%
WT
456
Whittier Trust
California
$9.55K
JWA
457
JFS Wealth Advisors
Pennsylvania
$7.17K
FFO
458
Fortitude Family Office
Arizona
$7.17K
AAP
459
Arax Advisory Partners
Colorado
$7.11K -$146K -864 -95%
CFD
460
Creative Financial Designs
Indiana
$6.82K
PCM
461
Penserra Capital Management
California
$6K +$506 +3 +9%
FHA
462
First Horizon Advisors
Tennessee
$5.97K -$15.5K -92 -73%
BIA
463
Bell Investment Advisors
California
$5.63K
BWL
464
Bogart Wealth LLC
Virginia
$3.24K
CFB
465
Cullen/Frost Bankers
Texas
$3.07K
OLVIG
466
Oliver Lagore Vanvalin Investment Group
Michigan
$3.07K
CPA
467
Capital Performance Advisors
California
$3.07K +$3.04K +18 New
HWM
468
Hemington Wealth Management
Virginia
$3K +$3.21K +19 New
IHWM
469
Iron Horse Wealth Management
Iowa
$2.9K
CAM
470
Creekmur Asset Management
Illinois
$2.56K
CFGS
471
Concourse Financial Group Securities
Alabama
$2.22K
AIM
472
Anchor Investment Management
South Carolina
$2.05K
CFO
473
CVA Family Office
Colorado
$1.36K
GWP
474
Gen-Wealth Partners
Michigan
$1.17K
MG
475
Mather Group
Illinois
$1.02K +$1.01K +6 New

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.