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Thomson Reuters
TRI

Overview Fund Activity

399 hedge funds and large institutions have $11B invested in Thomson Reuters in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 121 increasing their positions, 159 reducing their positions, and 41 closing their positions.

Holders
399
Holders Change
+9
Holders Change %
+2.31%
% of All Funds
6.36%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
53
Increased
121
Reduced
159
Closed
41
Calls
$61.4M
Puts
$39.6M
Net Calls
+$21.7M
Net Calls Change
-$20.5M

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$765M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$170M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$692M
4
Legal & General Group
4
Legal & General Group
United Kingdom
$138M
5
WCM Investment Management
5
WCM Investment Management
California
$210M

Top Sellers

1
JFL
1
Jarislowsky, Fraser Ltd
Quebec, Canada
$548M
2
Norges Bank
2
Norges Bank
Norway
$139M
3
BNP Paribas Asset Management
3
BNP Paribas Asset Management
France
$26.3M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$16.9M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$127M
Name Market Value Shares Shares
Change 		Shares
Change %
FBFS
201
First Business Financial Services
Wisconsin
$658K 5,377 +5,377 New
BRWA
202
B. Riley Wealth Advisors
Florida
$653K 5,338 +246 +5%
VT
203
Vise Technologies
New York
$651K 5,321 +129 +2%
Vontobel Holding
204
Vontobel Holding
Switzerland
$602K 4,918 +4,918 New
PFG
205
PAX Financial Group
Texas
$599K 4,894 -69 -1%
CAM
206
Cresset Asset Management
Illinois
$596K 4,865 -79 -2%
QI
207
Qtron Investments
Massachusetts
$586K 4,766 – –
Baird Financial Group
208
Baird Financial Group
Wisconsin
$583K 4,766 -369 -7%
BGCP
209
Bristol Gate Capital Partners
Ontario, Canada
$582K 4,738 +801 +20%
OAM
210
Ostrum Asset Management
France
$576K 4,686 -5,458 -54%
IG
211
ING Group
Netherlands
$575K 4,700 +169 +4%
WA
212
Wealthstar Advisors
Texas
$573K 4,685 +4,685 New
DTL
213
Dynamic Technology Lab
Singapore
$568K 4,640 +4,640 New
DP
214
Dearborn Partners
Illinois
$564K 4,587 +1,820 +66%
Wellington Management Group
215
Wellington Management Group
Massachusetts
$562K 4,574 +4,574 New
RWM
216
Ritholtz Wealth Management
New York
$545K 4,453 +209 +5%
PCS
217
Personal CFO Solutions
New Jersey
$544K 4,450 +6 +0.1%
MGWM
218
Marks Group Wealth Management
Minnesota
$543K 4,436 -21 -0.5%
SC
219
Syon Capital
California
$535K 4,372 +4,372 New
PAS
220
Park Avenue Securities
New York
$533K 4,338 +4,338 New
PSP
221
Principal Street Partners
Tennessee
$523K 4,272 +2,136 +100%
FTDI
222
First Trust Direct Indexing
Massachusetts
$498K 4,071 +442 +12%
WFI
223
West Family Investments
California
$495K 4,048 +61 +2%
PFO
224
Pathstone Family Office
New Jersey
$490K 4,008 +1,414 +55%
ECM
225
Evergreen Capital Management
Washington
$488K 3,992 -98 -2%
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