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Thomson Reuters

410 hedge funds and large institutions have $11.6B invested in Thomson Reuters in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 131 increasing their positions, 144 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 34

62% more call options, than puts

Call options by funds: $57.9M | Put options by funds: $35.7M

8% more capital invested

Capital invested by funds: $10.8B → $11.6B (+$820M)

3% more funds holding

Funds holding: 397410 (+13)

9% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 144

1.11% less ownership

Funds ownership: 18.66%17.55% (-1.1%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
410
Holders Change
+13
Holders Change %
+3.27%
% of All Funds
6.53%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
57
Increased
131
Reduced
144
Closed
34
Calls
$57.9M
Puts
$35.7M
Net Calls
+$22.1M
Net Calls Change
+$59.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MGP
176
Metis Global Partners
California
$1.04M +$892 +7 +0.1%
API
177
Advisor Partners II
California
$1.02M +$40.2K +315 +4%
Walleye Trading
178
Walleye Trading
New York
$984K +$304K +2,384 +50%
S
179
SimplyRich
California
$968K
TC
180
Tacita Capital
Ontario, Canada
$968K
CAPTRUST Financial Advisors
181
CAPTRUST Financial Advisors
North Carolina
$963K +$54.1K +424 +6%
APG Asset Management
182
APG Asset Management
Netherlands
$943K -$1.25M -9,786 -57%
Cerity Partners
183
Cerity Partners
New York
$941K +$351K +2,755 +67%
RWM
184
Ritholtz Wealth Management
New York
$926K +$270K +2,121 +46%
VPIM
185
Vanguard Personalized Indexing Management
California
$917K +$23.2K +182 +3%
S
186
SignatureFD
Georgia
$917K +$44.6K +350 +6%
GT
187
Greenleaf Trust
Michigan
$914K
IWC
188
Integrated Wealth Concepts
Massachusetts
$909K +$550K +4,316 +187%
RJFSA
189
Raymond James Financial Services Advisors
Florida
$898K -$21.9K -172 -3%
American Century Companies
190
American Century Companies
Missouri
$891K +$22.8K +179 +3%
COI
191
Connable Office Inc
Michigan
$872K
Cambridge Investment Research Advisors
192
Cambridge Investment Research Advisors
Iowa
$868K -$132K -1,038 -14%
SIA
193
Sit Investment Associates
Minnesota
$823K
Aviva
194
Aviva
United Kingdom
$821K -$1.95M -15,298 -72%
Squarepoint
195
Squarepoint
New York
$821K -$892K -6,999 -54%
GAM
196
Griffin Asset Management
New York
$790K -$5.36K -42 -0.7%
CCA
197
Checchi Capital Advisers
California
$777K
PFG
198
PAX Financial Group
Texas
$770K -$131K -1,026 -15%
Wealth Enhancement Advisory Services
199
Wealth Enhancement Advisory Services
Minnesota
$757K +$704K +5,518 New
FBFS
200
First Business Financial Services
Wisconsin
$726K