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Thomson Reuters

439 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, 159 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

441% more call options, than puts

Call options by funds: $69.9M | Put options by funds: $12.9M

129% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 34

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

18% more capital invested

Capital invested by funds: $11B → $13B (+$2.02B)

10% more funds holding

Funds holding: 400439 (+39)

0.08% less ownership

Funds ownership: 19.33%19.25% (-0.08%)

16% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 159

Holders
439
Holders Change
+39
Holders Change %
+9.75%
% of All Funds
6.4%
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
159
Closed
34
Calls
$69.9M
Puts
$12.9M
Net Calls
+$57M
Net Calls Change
+$35.3M
Name Holding Trade Value Shares
Change
Change in
Stake
QWP
201
Quotient Wealth Partners
Texas
$957K +$870K +6,442 New
OAM
202
Oppenheimer Asset Management
New York
$952K -$8.64K -64 -1%
RJFSA
203
Raymond James Financial Services Advisors
Florida
$935K -$27.4K -203 -3%
Wealth Enhancement Advisory Services
204
Wealth Enhancement Advisory Services
Minnesota
$926K +$13.1K +97 +2%
SIA
205
Sit Investment Associates
Minnesota
$925K
COI
206
Connable Office Inc
Michigan
$925K -$31.6K -234 -4%
RhumbLine Advisers
207
RhumbLine Advisers
Massachusetts
$897K -$5.54K -41 -0.7%
DP
208
Dearborn Partners
Illinois
$894K +$199K +1,471 +33%
Janney Montgomery Scott
209
Janney Montgomery Scott
Pennsylvania
$882K +$55.6K +412 +7%
CCA
210
Checchi Capital Advisers
California
$866K -$18.4K -136 -2%
GAM
211
Griffin Asset Management
New York
$841K +$3.92K +29 +0.5%
KPWS
212
Kestra Private Wealth Services
Texas
$830K +$373K +2,760 +98%
NIM
213
Nexus Investment Management
Ontario, Canada
$827K
MF
214
Magnetar Financial
Illinois
$821K
APG Asset Management
215
APG Asset Management
Netherlands
$810K -$55.4K -410 -6%
ECM
216
Evergreen Capital Management
Washington
$800K +$197K +1,458 +37%
VT
217
Vise Technologies
New York
$794K +$14.2K +105 +2%
Baird Financial Group
218
Baird Financial Group
Wisconsin
$777K +$73.3K +543 +12%
BFS
219
Bradley Foster & Sargent
Connecticut
$757K
CAM
220
Cresset Asset Management
Illinois
$739K +$23.9K +177 +4%
BRWA
221
B. Riley Wealth Advisors
Florida
$733K -$43.1K -319 -6%
QI
222
Qtron Investments
Massachusetts
$700K
Simplex Trading
223
Simplex Trading
Illinois
$691K -$755K -5,591 -55%
PFG
224
PAX Financial Group
Texas
$674K -$75.9K -562 -12%
TW
225
TritonPoint Wealth
Maryland
$673K +$612K +4,534 New