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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
FAF
76
Första AP-fonden
Sweden
$12.2M +$7.25M +46,570 +151%
BONST
77
Bank of Nova Scotia Trust
Ontario, Canada
$11.8M -$947K -6,089 -8%
AssetMark Inc
78
AssetMark Inc
California
$11.6M -$55.7K -358 -0.5%
AC
79
Addenda Capital
Quebec, Canada
$11.5M -$23.3K -150 -0.3%
Citigroup
80
Citigroup
New York
$11.4M -$9.24M -59,411 -45%
Russell Investments Group
81
Russell Investments Group
United Kingdom
$11.4M -$802K -5,153 -7%
CQS
82
Credential Qtrade Securities
$11.1M -$1.42M -9,133 -12%
Neuberger Berman Group
83
Neuberger Berman Group
New York
$11M -$442K -2,842 -4%
Zurich Cantonal Bank
84
Zurich Cantonal Bank
Switzerland
$10.8M -$26K -167 -0.2%
Stifel Financial
85
Stifel Financial
Missouri
$10.5M -$313K -2,013 -3%
RJA
86
Raymond James & Associates
Florida
$10.5M -$203K -1,304 -2%
MSV
87
MN Services Vermogensbeheer
Netherlands
$10M -$1.9M -12,208 -16%
Franklin Resources
88
Franklin Resources
California
$9.87M -$1.87M -12,049 -16%
UBS Group
89
UBS Group
Switzerland
$9.27M +$1.82M +11,714 +25%
CICC
90
Capital Investment Counsel (Colorado)
Colorado
$9.17M +$3.65M +23,489 +68%
FNBOMD
91
First National Bank of Mount Dora
Florida
$8.96M -$1.61M -10,328 -15%
MBI
92
Montrusco Bolton Investments
Quebec, Canada
$8.96M -$31.6K -203 -0.4%
VOYA Investment Management
93
VOYA Investment Management
Georgia
$8.94M -$1.4K -9 -0%
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$7.94M -$875K -5,624 -10%
IIM
95
INTECH Investment Management
Florida
$7.91M +$7.78M +49,987 New
CSS
96
Cubist Systematic Strategies
Connecticut
$7.44M +$7.32M +47,028 New
T
97
TOBAM
France
$6.8M +$279K +1,790 +4%
AIM
98
Achmea Investment Management
Netherlands
$6.32M -$2.22M -14,264 -26%
Caisse de Depot et Placement du Quebec (CDPQ)
99
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.15M -$16.7M -107,416 -73%
OSAM
100
O'Shaughnessy Asset Management
Connecticut
$6.11M +$302K +1,941 +5%

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.