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Thomson Reuters
TRI

Overview Fund Activity

438 hedge funds and large institutions have $13B invested in Thomson Reuters in 2023 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 133 increasing their positions, 158 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
438
Holders Change
+39
Holders Change %
+9.77%
% of All Funds
6.42%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
78
Increased
133
Reduced
158
Closed
34
Calls
$69.9M
Puts
$12.9M
Net Calls
+$57M
Net Calls Change
+$35.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$311M
2
TD Asset Management
TD Asset Management
Ontario, Canada
$551M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$915M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$201M
5
Fidelity International
Fidelity International
Bermuda
$730M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$673M
2
WCM Investment Management
WCM Investment Management
California
$165M
3
First Trust Advisors
First Trust Advisors
Illinois
$2.61M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$806M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$7.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
201
Oppenheimer Asset Management
New York
$952K -$9.5K -65 -1%
RJFSA
202
Raymond James Financial Services Advisors
Florida
$935K -$30.1K -206 -3%
Wealth Enhancement Advisory Services
203
Wealth Enhancement Advisory Services
Minnesota
$926K +$14.5K +99 +2%
SIA
204
Sit Investment Associates
Minnesota
$925K – – –
COI
205
Connable Office Inc
Michigan
$925K -$34.7K -237 -4%
RhumbLine Advisers
206
RhumbLine Advisers
Massachusetts
$897K -$6K -41 -0.7%
DP
207
Dearborn Partners
Illinois
$894K +$220K +1,494 +33%
Janney Montgomery Scott
208
Janney Montgomery Scott
Pennsylvania
$882K +$61.2K +418 +7%
CCA
209
Checchi Capital Advisers
California
$866K -$20.2K -138 -2%
GAM
210
Griffin Asset Management
New York
$841K +$4.39K +30 +0.5%
KPWS
211
Kestra Private Wealth Services
Texas
$830K +$410K +2,804 +98%
NIM
212
Nexus Investment Management
Ontario, Canada
$827K – – –
MF
213
Magnetar Financial
Illinois
$821K – – –
APG Asset Management
214
APG Asset Management
Netherlands
$810K -$55.5K -417 -6%
ECM
215
Evergreen Capital Management
Washington
$800K +$216K +1,480 +37%
VT
216
Vise Technologies
New York
$794K +$15.6K +107 +2%
Baird Financial Group
217
Baird Financial Group
Wisconsin
$777K +$80.6K +551 +12%
BFS
218
Bradley Foster & Sargent
Connecticut
$757K – – –
CAM
219
Cresset Asset Management
Illinois
$739K +$26.4K +180 +4%
BRWA
220
B. Riley Wealth Advisors
Florida
$733K -$47.4K -324 -6%
QI
221
Qtron Investments
Massachusetts
$700K – – –
Simplex Trading
222
Simplex Trading
Illinois
$691K -$830K -5,679 -55%
PFG
223
PAX Financial Group
Texas
$674K -$89K -571 -12%
TW
224
TritonPoint Wealth
Maryland
$673K +$673K +4,605 New
RWM
225
Ritholtz Wealth Management
New York
$669K +$18.1K +124 +3%
7 8
9
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