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Thomson Reuters

492 hedge funds and large institutions have $14.4B invested in Thomson Reuters in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 159 increasing their positions, 179 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $55.1M | Put options by funds: $20M

100% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 32

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

9% more capital invested

Capital invested by funds: $13.2B → $14.4B (+$1.19B)

5% more funds holding

Funds holding: 467492 (+25)

0.17% more ownership

Funds ownership: 18.42%18.59% (+0.17%)

11% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 179

Holders
492
Holders Change
+25
Holders Change %
+5.35%
% of All Funds
7.11%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
64
Increased
159
Reduced
179
Closed
32
Calls
$55.1M
Puts
$20M
Net Calls
+$35.1M
Net Calls Change
-$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
176
Wellington Management Group
Massachusetts
$2.04M +$349K +2,103 +21%
Susquehanna International Group
177
Susquehanna International Group
Pennsylvania
$2.04M +$1.68M +10,141 +572%
CAPTRUST Financial Advisors
178
CAPTRUST Financial Advisors
North Carolina
$1.98M +$83K +501 +5%
KAS
179
Kestra Advisory Services
Texas
$1.96M -$4.97K -30 -0.3%
Envestnet Portfolio Solutions
180
Envestnet Portfolio Solutions
Illinois
$1.95M -$229K -1,383 -11%
Jones Financial Companies
181
Jones Financial Companies
Missouri
$1.91M +$1.48M +8,899 +397%
MGP
182
Metis Global Partners
California
$1.91M +$95.1K +574 +5%
State Street
183
State Street
Massachusetts
$1.83M
SEC
184
Seven Eight Capital
New York
$1.78M +$1.72M +10,402 New
FC
185
FORA Capital
Florida
$1.75M +$1.05M +6,354 +165%
TC
186
Tacita Capital
Ontario, Canada
$1.72M +$10.8K +65 +0.6%
LOAMS
187
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.7M +$1.65M +9,925 New
Credit Agricole
188
Credit Agricole
France
$1.69M +$956K +5,770 +142%
MYIA
189
Mount Yale Investment Advisors
Colorado
$1.64M -$549K -3,314 -26%
GT
190
Glenmede Trust
Pennsylvania
$1.53M -$21.2K -128 -1%
VPIM
191
Vanguard Personalized Indexing Management
California
$1.46M +$220K +1,327 +16%
OC
192
Oppenheimer & Co
New York
$1.45M -$4.81K -29 -0.3%
FDP
193
Financiere des Professionnels
Quebec, Canada
$1.44M -$193K -1,166 -12%
LI
194
Louisbourg Investments
New Brunswick, Canada
$1.43M -$596K -3,594 -30%
N
195
Natixis
France
$1.42M +$1.38M +8,310 New
AWM
196
Apollon Wealth Management
South Carolina
$1.41M -$259K -1,561 -16%
ACM
197
Aquatic Capital Management
Illinois
$1.4M +$1.34M +8,074 +8,239%
AAS
198
Avantax Advisory Services
Texas
$1.37M +$1.02M +6,178 +341%
PIC
199
PCJ Investment Counsel
Ontario, Canada
$1.34M +$390K +2,353 +43%
Commonwealth Equity Services
200
Commonwealth Equity Services
Massachusetts
$1.34M +$23K +139 +2%

TRI Hedge Fund Activity: Q2 2024 in Review

492 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q2 2024, worth a combined $14.4B — up 9.1% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new TRI positions and 32 closed out — a net gain of 32 holders — while 159 added to existing stakes and 179 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $133M. The largest seller was Bank of Montreal, cutting an estimated $140M.

  • 492 institutional investors held Thomson Reuters (TRI) as of Q2 2024, up from 467 in Q1 2024.
  • Funds reported $14.4B of Thomson Reuters stock for Q2 2024, up 9.1% quarter-over-quarter.
  • 64 funds opened new Thomson Reuters positions in Q2 2024 and 32 closed out, a net change of +32 holders.
  • The largest Thomson Reuters buyer in Q2 2024 was Morgan Stanley, an estimated $133M added.
  • The largest Thomson Reuters seller in Q2 2024 was Bank of Montreal, an estimated $140M sold.

Based on aggregated 13F filings for Q2 2024.