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Thomson Reuters

467 hedge funds and large institutions have $13.2B invested in Thomson Reuters in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 145 increasing their positions, 172 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

706% more call options, than puts

Call options by funds: $58.5M | Put options by funds: $7.26M

94% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 33

6% more funds holding

Funds holding: 439467 (+28)

1% more capital invested

Capital invested by funds: $13B → $13.2B (+$146M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.83% less ownership

Funds ownership: 19.25%18.42% (-0.83%)

16% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 172

Holders
467
Holders Change
+28
Holders Change %
+6.38%
% of All Funds
6.73%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
64
Increased
145
Reduced
172
Closed
33
Calls
$58.5M
Puts
$7.26M
Net Calls
+$51.2M
Net Calls Change
-$5.76M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.9B -$142M -912,591 -7%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.08B +$109M +697,553 +11%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$895M +$36.6M +234,955 +4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$894M +$6.38M +41,036 +0.7%
Fidelity International
5
Fidelity International
Bermuda
$741M -$36.1M -232,130 -5%
TD Asset Management
6
TD Asset Management
Ontario, Canada
$631M +$45.2M +290,742 +8%
Mackenzie Financial
7
Mackenzie Financial
Ontario, Canada
$628M -$86.6M -556,367 -12%
JFL
8
Jarislowsky, Fraser Ltd
Quebec, Canada
$580M -$88.8M -570,489 -13%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$414M -$31.6M -202,955 -7%
Manulife (Manufacturers Life Insurance)
10
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$375M -$204M -1,309,673 -36%
Connor, Clark & Lunn Investment Management (CC&L)
11
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$329M -$22.6M -145,115 -7%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$243M -$34.3M -220,259 -13%
JP Morgan Chase
13
JP Morgan Chase
New York
$224M +$9.09M +58,400 +4%
ClearBridge Investments
14
ClearBridge Investments
New York
$208M +$7.72M +49,589 +4%
Norges Bank
15
Norges Bank
Norway
$172M +$1.21M +7,804 +0.7%
WCM Investment Management
16
WCM Investment Management
California
$170M -$6.17M -39,645 -4%
Morgan Stanley
17
Morgan Stanley
New York
$169M -$160M -1,029,193 -49%
Goldman Sachs
18
Goldman Sachs
New York
$165M +$14.1M +90,477 +9%
CIBC World Market
19
CIBC World Market
Ontario, Canada
$163M -$4.2M -27,001 -3%
Legal & General Group
20
Legal & General Group
United Kingdom
$155M -$3.78M -24,275 -2%
Bank of Nova Scotia
21
Bank of Nova Scotia
Ontario, Canada
$148M -$31.3M -201,123 -18%
Bank of America
22
Bank of America
North Carolina
$134M -$39.4M -253,543 -23%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$104M +$10.2M +65,765 +11%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$101M +$792K +5,091 +0.8%
BlackRock
25
BlackRock
New York
$101M -$273K -1,757 -0.3%

TRI Hedge Fund Activity: Q1 2024 in Review

467 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q1 2024, worth a combined $13.2B — up 1.1% from $13B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new TRI positions and 33 closed out — a net gain of 31 holders — while 145 added to existing stakes and 172 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $109M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $204M.

  • 467 institutional investors held Thomson Reuters (TRI) as of Q1 2024, up from 439 in Q4 2023.
  • Funds reported $13.2B of Thomson Reuters stock for Q1 2024, up 1.1% quarter-over-quarter.
  • 64 funds opened new Thomson Reuters positions in Q1 2024 and 33 closed out, a net change of +31 holders.
  • The largest Thomson Reuters buyer in Q1 2024 was Fidelity Investments, an estimated $109M added.
  • The largest Thomson Reuters seller in Q1 2024 was Manulife (Manufacturers Life Insurance), an estimated $204M sold.

Based on aggregated 13F filings for Q1 2024.