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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
PA
126
Promethium Advisors
Maryland
$4.77M +$4.64M +27,504 New
Principal Financial Group
127
Principal Financial Group
Iowa
$4.74M
Cerity Partners
128
Cerity Partners
New York
$4.7M +$2.36M +14,004 +107%
SAM
129
Shell Asset Management
Netherlands
$4.62M +$4.5M +26,647 New
MWM
130
Meridian Wealth Management
Kentucky
$4.51M +$4.39M +26,006 New
CA
131
Callahan Advisors
Texas
$4.49M
DA
132
Denali Advisors
California
$4.43M +$4.31M +25,554 New
JAM
133
JCIC Asset Management
Ontario, Canada
$4.43M +$145K +861 +3%
PIM
134
Plato Investment Management
Australia
$4.39M +$4.27M +25,321 New
VIP
135
Vista Investment Partners
Oklahoma
$4.35M +$10.1K +60 +0.2%
PM
136
Penbrook Management
New York
$4.35M -$3.88K -23 -0.1%
American Century Companies
137
American Century Companies
Missouri
$4.34M +$459K +2,719 +12%
Corient Private Wealth
138
Corient Private Wealth
Florida
$4.16M -$918K -5,438 -18%
NEI
139
Northwest & Ethical Investments
Ontario, Canada
$4.1M +$141K +836 +4%
FAB
140
First American Bank
Illinois
$3.99M -$411K -2,435 -10%
UIM
141
USS Investment Management
United Kingdom
$3.99M -$254K -1,504 -6%
O
142
Ossiam
France
$3.92M +$1.56M +9,214 +69%
Skandinaviska Enskilda Banken (SEB)
143
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.86M +$19.7K +117 +0.5%
PHK
144
Point72 Hong Kong
Hong Kong
$3.78M +$3.26M +19,327 +771%
Renaissance Technologies
145
Renaissance Technologies
New York
$3.63M -$7.66M -45,397 -68%
Osaic Holdings
146
Osaic Holdings
Arizona
$3.63M -$240K -1,421 -6%
GL
147
Graypoint LLC
New York
$3.63M +$21.1K +125 +0.6%
Credit Agricole
148
Credit Agricole
France
$3.62M +$1.86M +11,024 +112%
AWM
149
Avitas Wealth Management
California
$3.61M +$54.2K +321 +2%
LOAMS
150
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.54M +$168K +995 +10%

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.