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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
WIA
476
Wetzel Investment Advisors
Indiana
$4.67K
SRCM
477
Signature Resources Capital Management
California
$4.38K
BWL
478
Bogart Wealth LLC
Virginia
$3.2K
CFB
479
Cullen/Frost Bankers
Texas
$3.03K -$1.66K -10 -36%
OLVIG
480
Oliver Lagore Vanvalin Investment Group
Michigan
$3.03K
IHWM
481
Iron Horse Wealth Management
Iowa
$2.87K
CAM
482
Creekmur Asset Management
Illinois
$2.53K +$829 +5 +50%
HIA
483
Harbor Investment Advisory
Maryland
$2.36K
CFGS
484
Concourse Financial Group Securities
Alabama
$2.19K
AIM
485
Anchor Investment Management
South Carolina
$2.02K
HF
486
Halpern Financial
Virginia
$1.85K +$1.82K +11 New
CFO
487
CVA Family Office
Colorado
$1.35K
GWP
488
Gen-Wealth Partners
Michigan
$1.18K
RF
489
Robbins Farley
New Hampshire
$843
TWD
490
True Wealth Design
Ohio
$675 +$166 +1 +33%
VCM
491
Versant Capital Management
Arizona
$506 -$2.65K -16 -84%
Kayne Anderson Rudnick Investment Management
492
Kayne Anderson Rudnick Investment Management
California
$506
Sumitomo Mitsui Trust Group
493
Sumitomo Mitsui Trust Group
Japan
-$65.1M -411,722 Closed
VMPIC
494
Varma Mutual Pension Insurance Co
Finland
-$13.3M -83,960 Closed
Balyasny Asset Management
495
Balyasny Asset Management
Illinois
-$12.3M -77,599 Closed
BCM
496
Barometer Capital Management
Ontario, Canada
-$13.5M -63,711 Closed
ECU
497
Eisler Capital (UK)
United Kingdom
-$3.67M -23,219 Closed
MCM
498
Moore Capital Management
New York
-$3.07M -19,397 Closed
SGI
499
Summit Global Investments
Utah
-$1.3M -8,191 Closed
Squarepoint
500
Squarepoint
New York
-$1.24M -7,866 Closed

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.