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Thomson Reuters

484 hedge funds and large institutions have $13.8B invested in Thomson Reuters in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 161 increasing their positions, 164 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

579% more call options, than puts

Call options by funds: $45.9M | Put options by funds: $6.76M

19% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 52

1% more funds holding

Funds holding: 480484 (+4)

0.1% more ownership

Funds ownership: 18.66%18.76% (+0.1%)

2% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 164

5% less capital invested

Capital invested by funds: $14.5B → $13.8B (-$770M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
484
Holders Change
+4
Holders Change %
+0.83%
% of All Funds
6.38%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
62
Increased
161
Reduced
164
Closed
52
Calls
$45.9M
Puts
$6.76M
Net Calls
+$39.2M
Net Calls Change
+$3.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
126
Cerity Partners
New York
$4.39M -$106K -629 -2%
EP
127
Essential Planning
New Hampshire
$4.3M +$4.3M +25,535 New
OSAM
128
O'Shaughnessy Asset Management
Connecticut
$4.29M -$1.48M -8,806 -25%
MWM
129
Meridian Wealth Management
Kentucky
$4.24M +$7.24K +43 +0.2%
JAM
130
JCIC Asset Management
Ontario, Canada
$4.23M +$65.5K +389 +2%
CA
131
Callahan Advisors
Texas
$4.22M
PFSRSONJ
132
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.22M +$4.36M +25,869 New
VIP
133
Vista Investment Partners
Oklahoma
$4.09M -$3.03K -18 -0.1%
O
134
Ossiam
France
$4.03M +$364K +2,158 +10%
PM
135
Penbrook Management
New York
$4.01M -$79.8K -474 -2%
Renaissance Technologies
136
Renaissance Technologies
New York
$3.98M +$580K +3,446 +16%
NEI
137
Northwest & Ethical Investments
Ontario, Canada
$3.94M +$84.2K +500 +2%
UIM
138
USS Investment Management
United Kingdom
$3.86M +$42.6K +253 +1%
Jones Financial Companies
139
Jones Financial Companies
Missouri
$3.83M +$795K +4,718 +25%
Corient Private Wealth
140
Corient Private Wealth
Florida
$3.8M -$115K -683 -3%
FAB
141
First American Bank
Illinois
$3.8M +$46.8K +278 +1%
Skandinaviska Enskilda Banken (SEB)
142
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.74M +$92.8K +551 +2%
LOAMS
143
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.73M +$24.8K +147 +1%
ECM
144
ExodusPoint Capital Management
New York
$3.64M +$2.21M +13,093 +141%
AIM
145
Achmea Investment Management
Netherlands
$3.51M +$546K +3,240 +18%
SCM
146
Sone Capital Management
New York
$3.42M +$3.54M +21,019 New
GL
147
Graypoint LLC
New York
$3.42M +$5.56K +33 +0.2%
AWM
148
Avitas Wealth Management
California
$3.41M +$24.1K +143 +0.7%
GP
149
Guardian Partners
Canada
$3.34M +$3.47M +20,589 New
SFI
150
Susquehanna Fundamental Investments
Pennsylvania
$3.24M +$3.35M +19,888 New

TRI Hedge Fund Activity: Q4 2024 in Review

484 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q4 2024, worth a combined $13.8B — down 5.3% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new TRI positions and 52 closed out — a net gain of 10 holders — while 161 added to existing stakes and 164 trimmed.

The largest buyer was National Bank of Canada, adding an estimated $149M. The largest seller was Fidelity Investments, cutting an estimated $173M.

  • 484 institutional investors held Thomson Reuters (TRI) as of Q4 2024, up from 480 in Q3 2024.
  • Funds reported $13.8B of Thomson Reuters stock for Q4 2024, down 5.3% quarter-over-quarter.
  • 62 funds opened new Thomson Reuters positions in Q4 2024 and 52 closed out, a net change of +10 holders.
  • The largest Thomson Reuters buyer in Q4 2024 was National Bank of Canada, an estimated $149M added.
  • The largest Thomson Reuters seller in Q4 2024 was Fidelity Investments, an estimated $173M sold.

Based on aggregated 13F filings for Q4 2024.