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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
PP
501
PDT Partners
New York
-$473K -2,764 Closed
DTL
502
Dynamic Technology Lab
Singapore
-$460K -2,684 Closed
FA
503
FDx Advisors
Illinois
-$417K -2,436 Closed
SRL
504
Scientech Research LLC
New Jersey
-$414K -2,420 Closed
G
505
GenTrust
Florida
-$407K -2,377 Closed
GIS
506
Grayhawk Investment Strategies
Alberta, Canada
-$524K -2,239 Closed
CG
507
Cynosure Group
Utah
-$379K -2,213 Closed
CCM
508
Coldstream Capital Management
Washington
-$370K -2,161 Closed
MFIM
509
Mesirow Financial Investment Management
Illinois
-$369K -2,152 Closed
AO
510
Advisor OS
Illinois
-$327K -1,907 Closed
OHWA
511
Oak Hill Wealth Advisors
Virginia
-$293K -1,737 Closed
Capstone Investment Advisors
512
Capstone Investment Advisors
New York
-$296K -1,729 Closed
WS
513
Wedbush Securities
California
-$281K -1,643 Closed
MCM
514
MAI Capital Management
Ohio
-$239K -1,397 Closed
DWM
515
Dorchester Wealth Management
Quebec, Canada
-$231K -1,349 Closed
GGA
516
Granite Group Advisors
Connecticut
-$224K -1,307 Closed
PNC
517
Park National Corp
Ohio
-$222K -1,296 Closed
AT
518
American Trust
Kentucky
-$208K -1,215 Closed
AWS
519
Atria Wealth Solutions
New York
-$207K -1,207 Closed
VWM
520
Venturi Wealth Management
Texas
-$151K -883 Closed
SWS
521
SYSTM Wealth Solutions
Illinois
-$143K -838 Closed
CA
522
Crewe Advisors
Utah
-$143K -837 Closed
OWA
523
Opal Wealth Advisors
New York
-$84.8K -495 Closed
HCM
524
Hollencrest Capital Management
California
-$75.5K -441 Closed
ATPW
525
Ashton Thomas Private Wealth
Arizona
-$73K -426 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.