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Thomson Reuters

480 hedge funds and large institutions have $14.5B invested in Thomson Reuters in 2024 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 157 increasing their positions, 186 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more call options, than puts

Call options by funds: $51.5M | Put options by funds: $15.8M

1% more capital invested

Capital invested by funds: $14.4B → $14.5B (+$155M)

0.07% more ownership

Funds ownership: 18.59%18.66% (+0.07%)

2% less funds holding

Funds holding: 492480 (-12)

11% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 53

16% less repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 186

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
480
Holders Change
-12
Holders Change %
-2.44%
% of All Funds
6.89%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
47
Increased
157
Reduced
186
Closed
53
Calls
$51.5M
Puts
$15.8M
Net Calls
+$35.7M
Net Calls Change
+$627K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.97B -$4.34M -25,688 -0.2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.23B +$9.61M +56,961 +0.8%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$910M +$78.5M +465,248 +10%
Vanguard Group
4
Vanguard Group
Pennsylvania
$905M +$12.1M +71,417 +1%
Fidelity International
5
Fidelity International
Bermuda
$821M +$92.5M +547,786 +13%
TD Asset Management
6
TD Asset Management
Ontario, Canada
$723M +$28.8M +170,888 +4%
Mackenzie Financial
7
Mackenzie Financial
Ontario, Canada
$608M +$1.07M +6,327 +0.2%
JFL
8
Jarislowsky, Fraser Ltd
Quebec, Canada
$602M -$10.6M -63,027 -2%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$459M +$4.61M +27,286 +1%
Connor, Clark & Lunn Investment Management (CC&L)
10
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$440M +$42.4M +251,443 +11%
Morgan Stanley
11
Morgan Stanley
New York
$342M +$17M +100,739 +5%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$296M +$48.9M +289,670 +20%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$294M -$61M -361,488 -18%
CIBC World Market
14
CIBC World Market
Ontario, Canada
$273M +$45.6M +269,920 +21%
Goldman Sachs
15
Goldman Sachs
New York
$241M -$16.6M -98,358 -7%
ClearBridge Investments
16
ClearBridge Investments
New York
$238M -$11M -65,352 -5%
Citadel Advisors
17
Citadel Advisors
Florida
$228M +$20.4M +121,115 +10%
Bank of America
18
Bank of America
North Carolina
$191M +$39.8M +235,647 +27%
National Bank of Canada
19
National Bank of Canada
Quebec, Canada
$164M +$85.9M +508,737 +116%
Legal & General Group
20
Legal & General Group
United Kingdom
$152M -$9.82M -58,161 -6%
Norges Bank
21
Norges Bank
Norway
$149M -$376K -2,227 -0.3%
BlackRock
22
BlackRock
New York
$148M -$568K -3,362 -0.4%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$130M +$10.5M +62,358 +9%
CIBC Asset Management
24
CIBC Asset Management
Ontario, Canada
$130M -$3.19M -18,921 -2%
Bank of Nova Scotia
25
Bank of Nova Scotia
Ontario, Canada
$128M -$3.11M -18,445 -2%

TRI Hedge Fund Activity: Q3 2024 in Review

480 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q3 2024, worth a combined $14.5B — up 1.1% from $14.4B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of TRI and 47 opened new positions — a net loss of 6 holders — while 186 trimmed existing stakes and 157 added.

The largest buyer was Fidelity International, adding an estimated $92.5M. The largest seller was WCM Investment Management, exiting entirely with an estimated $185M sold.

  • 480 institutional investors held Thomson Reuters (TRI) as of Q3 2024, down from 492 in Q2 2024.
  • Funds reported $14.5B of Thomson Reuters stock for Q3 2024, up 1.1% quarter-over-quarter.
  • 47 funds opened new Thomson Reuters positions in Q3 2024 and 53 closed out, a net change of -6 holders.
  • The largest Thomson Reuters buyer in Q3 2024 was Fidelity International, an estimated $92.5M added.
  • The largest Thomson Reuters seller in Q3 2024 was WCM Investment Management, an estimated $185M sold.

Based on aggregated 13F filings for Q3 2024.