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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
BRWA
201
B. Riley Wealth Advisors
Florida
$718K +$283K +2,221 +74%
Baird Financial Group
202
Baird Financial Group
Wisconsin
$696K -$79.7K -625 -11%
BFS
203
Bradley Foster & Sargent
Connecticut
$674K
HIM
204
Hillsdale Investment Management
Ontario, Canada
$664K +$1.27K +10 +0.2%
PIC
205
PCJ Investment Counsel
Ontario, Canada
$661K -$1.99M -15,594 -76%
LOAMS
206
Lombard Odier Asset Management (Switzerland)
Switzerland
$652K +$97.3K +763 +43%
State of Wisconsin Investment Board
207
State of Wisconsin Investment Board
Wisconsin
$651K -$2.5M -19,646 -81%
WSCM
208
Wellington Shields Capital Management
New York
$650K
AWM
209
Axxcess Wealth Management
California
$646K +$35.6K +279 +6%
MGWM
210
Marks Group Wealth Management
Minnesota
$641K -$5.48K -43 -0.9%
Macquarie Group
211
Macquarie Group
Australia
$640K +$596K +4,674 New
SBF
212
Sara-Bay Financial
Florida
$636K -$5.87K -46 -1%
FA
213
FDx Advisors
Illinois
$603K
QCM
214
Quantinno Capital Management
New York
$591K +$27.5K +216 +5%
IG
215
ING Group
Netherlands
$583K -$84.3K -661 -13%
PP
216
PrairieView Partners
Minnesota
$578K
PCS
217
Personal CFO Solutions
New Jersey
$573K +$533K +4,181 New
WFI
218
West Family Investments
California
$571K -$10.6K -83 -2%
TFA
219
Transamerica Financial Advisors
Florida
$564K +$69K +541 +15%
ECM
220
Evergreen Capital Management
Washington
$549K +$8.93K +70 +2%
BNP Paribas Financial Markets
221
BNP Paribas Financial Markets
France
$539K +$421K +3,303 +528%
SIM
222
Sentry Investment Management
Wisconsin
$538K +$281K +2,205 +128%
NIM
223
Nexus Investment Management
Ontario, Canada
$533K
BGCP
224
Bristol Gate Capital Partners
Ontario, Canada
$529K -$509K -3,989 -51%
CP
225
Covenant Partners
Tennessee
$528K +$491K +3,854 New