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Thomson Reuters

439 hedge funds and large institutions have $13B invested in Thomson Reuters in 2023 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 133 increasing their positions, 159 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

441% more call options, than puts

Call options by funds: $69.9M | Put options by funds: $12.9M

129% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 34

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

18% more capital invested

Capital invested by funds: $11B → $13B (+$2.02B)

10% more funds holding

Funds holding: 400439 (+39)

0.08% less ownership

Funds ownership: 19.33%19.25% (-0.08%)

16% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 159

Holders
439
Holders Change
+39
Holders Change %
+9.75%
% of All Funds
6.4%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
78
Increased
133
Reduced
159
Closed
34
Calls
$69.9M
Puts
$12.9M
Net Calls
+$57M
Net Calls Change
+$35.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$3.25M -$299K -2,216 -9%
Truist Financial
127
Truist Financial
North Carolina
$3.17M +$43.8K +324 +2%
Acadian Asset Management
128
Acadian Asset Management
Massachusetts
$3.16M +$2.86M +21,168 New
HighTower Advisors
129
HighTower Advisors
Illinois
$3.12M +$4.73K +35 +0.2%
GL
130
Graypoint LLC
New York
$3.09M
GCAC
131
Guardian Capital Advisors (Canada)
Ontario, Canada
$3.03M -$56.6K -419 -2%
AWM
132
Avitas Wealth Management
California
$2.99M +$91.8K +680 +3%
CGH
133
Crossmark Global Holdings
Texas
$2.99M -$210K -1,558 -7%
PCIA
134
Prime Capital Investment Advisors
Kansas
$2.95M +$2.69M +19,891 New
US Bancorp
135
US Bancorp
Minnesota
$2.92M -$25.8K -191 -1%
MML Investors Services
136
MML Investors Services
Massachusetts
$2.81M +$303K +2,244 +13%
LNWWM
137
Laird Norton Wetherby Wealth Management
California
$2.69M +$5.27K +39 +0.2%
URS
138
Utah Retirement Systems
Utah
$2.69M -$26.6K -197 -1%
RB
139
Rodgers Brothers
Pennsylvania
$2.63M -$37.8K -280 -2%
BBVA
140
Banco Bilbao Vizcaya Argentaria
Spain
$2.63M +$426K +3,152 +22%
First Trust Advisors
141
First Trust Advisors
Illinois
$2.61M -$68.2M -504,683 -97%
JWM
142
JPL Wealth Management
Colorado
$2.6M +$2.37M +17,532 New
ET
143
Equitable Trust
Tennessee
$2.53M -$22.6K -167 -1%
BCM
144
Barometer Capital Management
Ontario, Canada
$2.48M +$1.69M +12,478 +10,063%
LI
145
Louisbourg Investments
New Brunswick, Canada
$2.46M +$2.22M +16,461 New
LFG
146
Larson Financial Group
Missouri
$2.38M +$19.3K +143 +0.9%
Pathstone Holdings
147
Pathstone Holdings
New Jersey
$2.31M +$2.11M +15,585 New
EAMA
148
EFG Asset Management (Americas)
Florida
$2.3M -$42.3K -313 -2%
Creative Planning
149
Creative Planning
Kansas
$2.22M +$281K +2,082 +16%
BPA
150
Beacon Pointe Advisors
California
$2.08M -$57.3K -424 -3%