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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 Holding Trade Value Shares
Change 		Shares
Change %
MYIA
151
Mount Yale Investment Advisors
Colorado
$2.03M -$50.3K -344 -2%
FDP
152
Financiere des Professionnels
Quebec, Canada
$2.01M -$473K -3,237 -19%
Public Sector Pension Investment Board (PSP Investments)
153
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2M -$1.06M -7,230 -35%
Janus Henderson Group
154
Janus Henderson Group
United Kingdom
$1.99M – – –
Bessemer Group
155
Bessemer Group
New Jersey
$1.96M -$55.9K -382 -3%
TC
156
TownSquare Capital
Utah
$1.96M -$144K -988 -7%
Walleye Capital
157
Walleye Capital
New York
$1.93M +$1.93M +13,220 New
Allianz Asset Management
158
Allianz Asset Management
Germany
$1.91M -$519K -3,530 -21%
IMCOOI
159
Investment Management Corp of Ontario (IMCO)
Canada
$1.91M +$1.91M +13,091 New
Envestnet Portfolio Solutions
160
Envestnet Portfolio Solutions
Illinois
$1.9M +$14.6K +100 +0.8%
LWAM
161
Legacy Wealth Asset Management
Minnesota
$1.85M +$12K +82 +0.7%
UBS AM
162
UBS AM
Illinois
$1.82M – – –
Two Sigma Investments
163
Two Sigma Investments
New York
$1.82M – – –
Susquehanna International Group
164
Susquehanna International Group
Pennsylvania
$1.79M -$7.29M -49,836 -80%
O
165
Ossiam
France
$1.77M +$496K +3,379 +39%
AllianceBernstein
166
AllianceBernstein
Tennessee
$1.73M -$1.22M -8,355 -41%
AWM
167
Apollon Wealth Management
South Carolina
$1.73M +$1.73M +11,802 New
Ensign Peak Advisors
168
Ensign Peak Advisors
Utah
$1.69M +$14.3K +100 +0.9%
KAS
169
Kestra Advisory Services
Texas
$1.68M -$20.8K -142 -1%
QCM
170
Quantinno Capital Management
New York
$1.67M +$157K +1,070 +10%
Cerity Partners
171
Cerity Partners
New York
$1.64M +$831K +5,681 +103%
State Street
172
State Street
Massachusetts
$1.59M – – –
VLKIM
173
Van Lanschot Kempen Investment Management
Netherlands
$1.53M +$349K +1,368 +30%
Cambridge Investment Research Advisors
174
Cambridge Investment Research Advisors
Iowa
$1.5M +$643K +4,394 +75%
MGP
175
Metis Global Partners
California
$1.49M +$180K +1,233 +14%
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