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Thomson Reuters
TRI

Overview Fund Activity

390 hedge funds and large institutions have $11B invested in Thomson Reuters in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 91 increasing their positions, 235 reducing their positions, and 67 closing their positions.

Holders
390
Holders Change
-20
Holders Change %
-4.88%
% of All Funds
6.15%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
47
Increased
91
Reduced
235
Closed
67
Calls
$71.8M
Puts
$29.5M
Net Calls
+$42.3M
Net Calls Change
+$20.2M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$557M
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$519M
3
TD Asset Management
3
TD Asset Management
Ontario, Canada
$389M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$605M
5
BNP Paribas Asset Management
5
BNP Paribas Asset Management
France
$61.4M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.78B
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$573M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$0
4
WCM Investment Management
4
WCM Investment Management
California
$83M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$34.3M
Name Market Value Shares Shares
Change 		Shares
Change %
IG
201
ING Group
Netherlands
$611K 4,531 +50 +1%
MGWM
202
Marks Group Wealth Management
Minnesota
$601K 4,457 -470 -10%
PCS
203
Personal CFO Solutions
New Jersey
$600K 4,444 +39 +0.9%
PP
204
PrairieView Partners
Minnesota
$578K 4,285 -162 -4%
RWM
205
Ritholtz Wealth Management
New York
$573K 4,244 -2,872 -40%
Prudential Financial
206
Prudential Financial
New Jersey
$570K 4,223 -361 -8%
TFA
207
Transamerica Financial Advisors
Florida
$557K 4,126 -202 -5%
SIM
208
Sentry Investment Management
Wisconsin
$557K 4,130 -5 -0.1%
ECM
209
Evergreen Capital Management
Washington
$552K 4,090 -126 -3%
WFI
210
West Family Investments
California
$538K 3,987 -401 -9%
State of Wisconsin Investment Board
211
State of Wisconsin Investment Board
Wisconsin
$533K 3,952 -1,048 -21%
BGCP
212
Bristol Gate Capital Partners
Ontario, Canada
$532K 3,937 -137 -3%
KFI
213
Key Financial Inc
Pennsylvania
$520K 3,847 +3,847 New
First Manhattan
214
First Manhattan
New York
$518K 3,841 -9 -0.2%
CPC
215
Cookson Peirce & Co
Pennsylvania
$503K 3,727 -304 -8%
JGIA
216
Jackson Grant Investment Advisers
Connecticut
$495K 3,664 -139 -4%
VF
217
Virtu Financial
New York
$492K 3,644 +3,644 New
FTDI
218
First Trust Direct Indexing
Massachusetts
$490K 3,629 -101 -3%
PWPS
219
Pinnacle Wealth Planning Services
Ohio
$484K 3,584 -202 -5%
DADC
220
D.A. Davidson & Co
Montana
$483K 3,582 -35 -1%
OIA
221
OneDigital Investment Advisors
Kansas
$480K 3,559 +3,559 New
CAN
222
Cetera Advisor Networks
California
$477K 3,521 +388 +12%
CGL
223
Clarius Group LLC
Washington
$477K 3,537 – –
VLKIM
224
Van Lanschot Kempen Investment Management
Netherlands
$476K 2,012 +2,012 New
HIM
225
Hillsdale Investment Management
Ontario, Canada
$470K 3,478 -1,632 -32%
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9
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