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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
IAIM
476
International Assets Investment Management
Florida
$1K +$28.5M +168,806 New
TFA
477
Transamerica Financial Advisors
Florida
$1K -$98.2K -582 -99%
TWD
478
True Wealth Design
Ohio
$683
Kayne Anderson Rudnick Investment Management
479
Kayne Anderson Rudnick Investment Management
California
$512
VCM
480
Versant Capital Management
Arizona
$512
WCM Investment Management
481
WCM Investment Management
California
-$185M -1,066,282 Closed
PCM
482
Pinnbrook Capital Management
New York
-$9.62M -56,173 Closed
TF
483
Trek Financial
Arizona
-$6.16M -35,976 Closed
SPS
484
Susquehanna Portfolio Strategies
Pennsylvania
-$4.91M -28,651 Closed
ET
485
Equitable Trust
Tennessee
-$2.9M -16,960 Closed
FC
486
FORA Capital
Florida
-$1.75M -10,209 Closed
MYIA
487
Mount Yale Investment Advisors
Colorado
-$1.64M -9,575 Closed
GT
488
Glenmede Trust
Pennsylvania
-$1.53M -8,961 Closed
AWM
489
Ariadne Wealth Management
California
-$223K -8,232 Closed
EI
490
Ethic Inc
New York
-$1.1M -6,437 Closed
COI
491
Connable Office Inc
Michigan
-$1.01M -5,914 Closed
PP
492
Paloma Partners
Connecticut
-$843K -4,923 Closed
PAMP
493
Polar Asset Management Partners
Ontario, Canada
-$842K -4,923 Closed
BCM
494
Bayesian Capital Management
New York
-$812K -4,741 Closed
BJL
495
Brighton Jones LLC
Washington
-$706K -4,123 Closed
FRM
496
Fox Run Management
Connecticut
-$706K -4,121 Closed
BPAMU
497
BTG Pactual Asset Management US
New York
-$674K -3,938 Closed
TFS
498
Thoroughbred Financial Services
Tennessee
-$563K -3,292 Closed
DWM
499
Dakota Wealth Management
Florida
-$492K -2,872 Closed
EGM
500
Engineers Gate Manager
New York
-$481K -2,811 Closed

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.