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Thomson Reuters

410 hedge funds and large institutions have $11.6B invested in Thomson Reuters in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 131 increasing their positions, 144 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 34

62% more call options, than puts

Call options by funds: $57.9M | Put options by funds: $35.7M

8% more capital invested

Capital invested by funds: $10.8B → $11.6B (+$820M)

3% more funds holding

Funds holding: 397410 (+13)

9% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 144

1.11% less ownership

Funds ownership: 18.66%17.55% (-1.1%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
410
Holders Change
+13
Holders Change %
+3.27%
% of All Funds
6.53%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
57
Increased
131
Reduced
144
Closed
34
Calls
$57.9M
Puts
$35.7M
Net Calls
+$22.1M
Net Calls Change
+$59.6M
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
101
JP Morgan Private Wealth Advisors
California
$5.21M +$3.67M +28,748 +310%
BCI
102
Brinker Capital Investments
Pennsylvania
$5.21M -$618K -4,847 -11%
OPS
103
Orion Portfolio Solutions
Nebraska
$5.21M +$4.84M +37,988 New
SAM
104
Shell Asset Management
Netherlands
$5.21M +$84.7K +664 +2%
SFI
105
Susquehanna Fundamental Investments
Pennsylvania
$4.94M -$799K -6,264 -15%
SGI
106
Summit Global Investments
Utah
$4.85M +$369K +2,891 +9%
FAF
107
Första AP-fonden
Sweden
$4.82M -$6.67M -52,294 -60%
Principal Financial Group
108
Principal Financial Group
Iowa
$4.82M +$83K +651 +2%
Renaissance Technologies
109
Renaissance Technologies
New York
$4.44M -$2.64M -20,739 -39%
Corient Private Wealth
110
Corient Private Wealth
Florida
$4.38M +$375K +2,941 +10%
M&T Bank
111
M&T Bank
New York
$4.31M +$3.72M +29,149 +1,272%
Osaic Holdings
112
Osaic Holdings
Arizona
$4.19M +$1.71M +13,408 +78%
Ameriprise
113
Ameriprise
Minnesota
$4.08M -$179K -1,407 -5%
RG
114
Rathbones Group
United Kingdom
$4.06M -$308K -2,416 -8%
CAM
115
ClariVest Asset Management
California
$4.03M +$10.8K +85 +0.3%
CGH
116
Crossmark Global Holdings
Texas
$3.99M -$13.3M -104,372 -78%
Zurich Cantonal Bank
117
Zurich Cantonal Bank
Switzerland
$3.79M +$249K +1,953 +8%
AllianceBernstein
118
AllianceBernstein
Tennessee
$3.66M -$26.5K -208 -0.8%
CA
119
Callahan Advisors
Texas
$3.55M
PM
120
Penbrook Management
New York
$3.51M -$33K -259 -1%
KJHP
121
K.J. Harrison & Partners
Ontario, Canada
$3.4M +$605K +4,746 +24%
US Bancorp
122
US Bancorp
Minnesota
$3.2M -$84.4K -662 -3%
TI
123
Trexquant Investment
Connecticut
$3.2M +$2.97M +23,307 New
Truist Financial
124
Truist Financial
North Carolina
$3.14M +$1.31M +10,255 +81%
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$3.04M +$510K +3,997 +22%