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Thomson Reuters
TRI

Overview Fund Activity

438 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, 158 reducing their positions, and 34 closing their positions.

Holders
438
Holders Change
+39
Holders Change %
+9.77%
% of All Funds
6.42%
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
158
Closed
34
Calls
$69.9M
Puts
$12.9M
Net Calls
+$57M
Net Calls Change
+$35.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$311M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$551M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$915M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$201M
5
Fidelity International
5
Fidelity International
Bermuda
$730M

Top Sellers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$673M
2
WCM Investment Management
2
WCM Investment Management
California
$165M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$2.61M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$806M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$7.18M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$3.25M 22,215 -2,251 -9%
Truist Financial
127
Truist Financial
North Carolina
$3.17M 21,666 +330 +2%
Acadian Asset Management
128
Acadian Asset Management
Massachusetts
$3.16M 21,500 +21,500 New
HighTower Advisors
129
HighTower Advisors
Illinois
$3.12M 21,416 +36 +0.2%
GL
130
Graypoint LLC
New York
$3.09M 21,162 – –
GCA
131
Guardian Capital Advisors
Ontario, Canada
$3.03M 20,487 -426 -2%
AWM
132
Avitas Wealth Management
California
$2.99M 20,449 +691 +3%
CGH
133
Crossmark Global Holdings
Texas
$2.99M 20,430 -1,583 -7%
PCIA
134
Prime Capital Investment Advisors
Kansas
$2.95M 20,203 +20,203 New
US Bancorp
135
US Bancorp
Minnesota
$2.92M 19,990 -194 -1%
MML Investors Services
136
MML Investors Services
Massachusetts
$2.81M 19,204 +2,280 +13%
LNWWM
137
Laird Norton Wetherby Wealth Management
California
$2.69M 18,407 +39 +0.2%
URS
138
Utah Retirement Systems
Utah
$2.69M 18,281 -200 -1%
RB
139
Rodgers Brothers
Pennsylvania
$2.63M 17,997 -284 -2%
BBVA
140
Banco Bilbao Vizcaya Argentaria
Spain
$2.63M 18,065 +3,202 +22%
First Trust Advisors
141
First Trust Advisors
Illinois
$2.61M 17,835 -512,598 -97%
JWM
142
JPL Wealth Management
Colorado
$2.6M 17,807 +17,807 New
ET
143
Equitable Trust
Tennessee
$2.53M 17,279 -169 -1%
BCM
144
Barometer Capital Management
Ontario, Canada
$2.48M 12,800 +12,674 +10,059%
LI
145
Louisbourg Investments
New Brunswick, Canada
$2.46M 16,719 +16,719 New
LFG
146
Larson Financial Group
Missouri
$2.38M 16,298 +146 +0.9%
Pathstone Holdings
147
Pathstone Holdings
New Jersey
$2.31M 15,829 +15,829 New
EAMA
148
EFG Asset Management (Americas)
Florida
$2.3M 15,749 -318 -2%
Creative Planning
149
Creative Planning
Kansas
$2.22M 15,192 +2,115 +16%
BPA
150
Beacon Pointe Advisors
California
$2.08M 14,247 -431 -3%
4 5
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