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Thomson Reuters

467 hedge funds and large institutions have $13.2B invested in Thomson Reuters in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 145 increasing their positions, 172 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

706% more call options, than puts

Call options by funds: $58.5M | Put options by funds: $7.26M

94% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 33

6% more funds holding

Funds holding: 439467 (+28)

1% more capital invested

Capital invested by funds: $13B → $13.2B (+$146M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.83% less ownership

Funds ownership: 19.25%18.42% (-0.83%)

16% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 172

Holders
467
Holders Change
+28
Holders Change %
+6.38%
% of All Funds
6.73%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
64
Increased
145
Reduced
172
Closed
33
Calls
$58.5M
Puts
$7.26M
Net Calls
+$51.2M
Net Calls Change
-$5.76M
Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
176
Capstone Investment Advisors
New York
$1.56M +$1.53M +9,839 New
EAMA
177
EFG Asset Management (Americas)
Florida
$1.55M -$885K -5,685 -37%
AWM
178
Apollon Wealth Management
South Carolina
$1.55M -$280K -1,799 -15%
Wellington Management Group
179
Wellington Management Group
Massachusetts
$1.55M +$1.03M +6,618 +207%
FDP
180
Financiere des Professionnels
Quebec, Canada
$1.51M -$621K -3,992 -29%
GT
181
Glenmede Trust
Pennsylvania
$1.44M +$934 +6 +0.1%
PHK
182
Point72 Hong Kong
Hong Kong
$1.43M +$1.41M +9,058 New
VPIM
183
Vanguard Personalized Indexing Management
California
$1.34M +$175K +1,127 +15%
OC
184
Oppenheimer & Co
New York
$1.34M
SGI
185
Summit Global Investments
Utah
$1.3M -$4.1M -26,344 -76%
SCA
186
Snowden Capital Advisors
New York
$1.28M -$128K -824 -9%
YCM
187
Yousif Capital Management
Michigan
$1.25M
Squarepoint
188
Squarepoint
New York
$1.24M -$30.8K -198 -2%
Commonwealth Equity Services
189
Commonwealth Equity Services
Massachusetts
$1.21M +$16.8K +108 +1%
AIM
190
Aigen Investment Management
New York
$1.2M +$883K +5,677 +295%
AWM
191
Axxcess Wealth Management
California
$1.2M -$40.6K -261 -3%
IWC
192
Integrated Wealth Concepts
Massachusetts
$1.17M -$55.1K -354 -5%
Cetera Investment Advisers
193
Cetera Investment Advisers
Illinois
$1.17M +$1.15M +7,374 New
S
194
SignatureFD
Georgia
$1.16M +$42.9K +276 +4%
Wealth Enhancement Advisory Services
195
Wealth Enhancement Advisory Services
Minnesota
$1.15M +$157K +1,011 +16%
WA
196
Wealthstar Advisors
Texas
$1.14M +$8.25K +53 +0.7%
BCIM
197
British Columbia Investment Management
British Columbia, Canada
$1.14M +$776K +4,985 +223%
Simplex Trading
198
Simplex Trading
Illinois
$1.11M +$369K +2,372 +51%
IMCOOI
199
Investment Management Corp of Ontario (IMCO)
Canada
$1.1M -$919K -5,907 -46%
S
200
SimplyRich
California
$1.1M

TRI Hedge Fund Activity: Q1 2024 in Review

467 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q1 2024, worth a combined $13.2B — up 1.1% from $13B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new TRI positions and 33 closed out — a net gain of 31 holders — while 145 added to existing stakes and 172 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $109M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $204M.

  • 467 institutional investors held Thomson Reuters (TRI) as of Q1 2024, up from 439 in Q4 2023.
  • Funds reported $13.2B of Thomson Reuters stock for Q1 2024, up 1.1% quarter-over-quarter.
  • 64 funds opened new Thomson Reuters positions in Q1 2024 and 33 closed out, a net change of +31 holders.
  • The largest Thomson Reuters buyer in Q1 2024 was Fidelity Investments, an estimated $109M added.
  • The largest Thomson Reuters seller in Q1 2024 was Manulife (Manufacturers Life Insurance), an estimated $204M sold.

Based on aggregated 13F filings for Q1 2024.