Thomson Reuters
TRI
439 hedge funds and large institutions have $12.9B invested in Thomson Reuters in 2023 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 132 increasing their positions, 160 reducing their positions, and 34 closing their positions.
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: 3 → 5 (+2)
17% more capital invested
Capital invested by funds: $11B → $12.9B (+$1.88B)
10% more funds holding
Funds holding: 400 → 439 (+39)
0.29% less ownership
Funds ownership: 19.33% → 19.03% (-0.29%)
18% less repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 160
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$118M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$79.6M |
| 3 |
JP Morgan Chase
New York
|
+$65.3M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$59.2M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$52.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$218M |
| 2 |
WCM Investment Management
Laguna Beach,
California
|
-$76.7M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$68.2M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$50.6M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$49.9M |
TRI Hedge Fund Activity: Q4 2023 in Review
439 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q4 2023, worth a combined $12.9B — up 17% from $11B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new TRI positions and 34 closed out — a net gain of 44 holders — while 132 added to existing stakes and 160 trimmed.
The largest buyer was TD Asset Management, adding an estimated $118M. The largest seller was Mackenzie Financial, cutting an estimated $218M.
- 439 institutional investors held Thomson Reuters (TRI) as of Q4 2023, up from 400 in Q3 2023.
- Funds reported $12.9B of Thomson Reuters stock for Q4 2023, up 17% quarter-over-quarter.
- 78 funds opened new Thomson Reuters positions in Q4 2023 and 34 closed out, a net change of +44 holders.
- The largest Thomson Reuters buyer in Q4 2023 was TD Asset Management, an estimated $118M added.
- The largest Thomson Reuters seller in Q4 2023 was Mackenzie Financial, an estimated $218M sold.
Based on aggregated 13F filings for Q4 2023.