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Thomson Reuters

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: 439467 (+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: 55 (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
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
26
CIBC Asset Management
Ontario, Canada
$99.3M +$8.62M +55,432 +10%
Citadel Advisors
27
Citadel Advisors
Florida
$89.6M +$13.7M +88,191 +18%
CS
28
Credit Suisse
Switzerland
$85.6M -$3.42M -21,970 -4%
Northern Trust
29
Northern Trust
Illinois
$77.6M -$790K -5,079 -1%
Point72 Asset Management
30
Point72 Asset Management
Connecticut
$74.9M +$73.6M +473,081 New
Swiss National Bank
31
Swiss National Bank
Switzerland
$74.6M -$5.94M -38,201 -7%
National Bank of Canada
32
National Bank of Canada
Quebec, Canada
$74.2M -$4.91M -31,532 -7%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$71.8M +$167K +1,075 +0.2%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$65.1M -$2.59M -16,652 -4%
Canada Pension Plan Investment Board
35
Canada Pension Plan Investment Board
Ontario, Canada
$63.3M -$4.96M -31,859 -7%
First Trust Advisors
36
First Trust Advisors
Illinois
$60.6M +$56.9M +365,523 +2,082%
AIMCA
37
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$52.5M
Amundi
38
Amundi
France
$50.5M -$12.3M -79,171 -19%
N
39
Nuveen
North Carolina
$49M +$4.13M +26,556 +9%
AM
40
AGF Management
Ontario, Canada
$43.4M -$25.8M -165,967 -37%
Toronto Dominion Bank
41
Toronto Dominion Bank
Ontario, Canada
$42M -$110M -703,896 -73%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$39.1M -$5.04M -32,362 -12%
State of Tennessee, Department of Treasury
43
State of Tennessee, Department of Treasury
Tennessee
$37M +$665K +4,273 +2%
FDCDDQ
44
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.3M -$656K -4,214 -2%
CP
45
Cumberland Partners
Ontario, Canada
$34.1M -$1.46M -9,386 -4%
GCC
46
Guardian Capital (Canada)
Ontario, Canada
$34M -$243K -1,560 -0.7%
DMIC
47
Dixon Mitchell Investment Counsel
British Columbia, Canada
$33.8M -$13.8M -88,572 -29%
Wells Fargo
48
Wells Fargo
California
$33.3M -$1.57M -10,101 -5%
SC
49
Scotia Capital
Ontario, Canada
$32.8M +$1.29M +8,288 +4%
TWC
50
TD Waterhouse Canada
Ontario, Canada
$32.3M -$401K -2,575 -2%

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.