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Willis Towers Watson
WTW

Overview Fund Activity

240 hedge funds and large institutions have $7.6B invested in Willis Towers Watson in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 80 increasing their positions, 90 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+9
Holders Change %
+3.9%
% of All Funds
6.41%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.24%
New
28
Increased
80
Reduced
90
Closed
17
Calls
$202K
Puts
$72K
Net Calls
+$130K
Net Calls Change
+$491K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$485M
2
First Eagle Investment Management
2
First Eagle Investment Management
New York
$376M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$143M
4
ECU
4
Egerton Capital (UK)
United Kingdom
$37.3M
5
Invesco
5
Invesco
Georgia
$310M

Top Sellers

1
BIT
1
BlackRock Institutional Trust
California
$166M
2
Primecap Management
2
Primecap Management
California
$91.2M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
4
AGA
4
Altrinsic Global Advisors
Connecticut
$293M
5
SAM
5
Steinberg Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
226
TCI Wealth Advisors
Arizona
$7K +$491 +4 +8%
FNYS
227
First New York Securities
New York
$6.27K -$7.1K -60 -53%
NPC
228
National Planning Corporation
California
$5.89K +$5.89K +50 New
TDC
229
Thompson Davis & Co
Virginia
$5K +$778 +7 +18%
BRWM
230
B. Riley Wealth Management
Tennessee
$4K +$103 +1 +3%
CAW
231
Cornerstone Advisors (Washington)
Washington
$4K +$2.05K +19 +106%
CIM
232
Cambria Investment Management
California
$4K +$4K +31 New
OSAM
233
O'Shaughnessy Asset Management
Connecticut
$4K +$4K +37 New
KA
234
Klingman & Associates
New York
$4K +$4K +38 New
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$3K -$4.15K -36 -58%
EFSCE
236
Enterprise Financial Services Corp (EFSC)
Missouri
$1K -$1.33K -8 -57%
NFG
237
Next Financial Group
Texas
$1K – – –
BRWA
238
B. Riley Wealth Advisors
Florida
$58 +$58 +492 New
Manulife (Manufacturers Life Insurance)
239
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$51 – – –
Caisse de Depot et Placement du Quebec (CDPQ)
240
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$47.8M -435,532 Closed
SAM
241
Steinberg Asset Management
New York
– -$18.7M -170,729 Closed
AP
242
Archon Partners
New Jersey
– -$6.91M -63,043 Closed
PI
243
PGGM Investments
Netherlands
– -$5.92M -53,991 Closed
Artisan Partners
244
Artisan Partners
Wisconsin
– -$5.1M -46,462 Closed
ARTA
245
A.R.T. Advisors
New York
– -$1.19M -10,884 Closed
GCA
246
Gideon Capital Advisors
New York
– -$870K -7,932 Closed
Stifel Financial
247
Stifel Financial
Missouri
– -$842K -7,682 Closed
Schroder Investment Management Group
248
Schroder Investment Management Group
United Kingdom
– -$765K -6,979 Closed
Walleye Trading
249
Walleye Trading
New York
– -$272K -2,483 Closed
Robeco Institutional Asset Management
250
Robeco Institutional Asset Management
Netherlands
– -$240K -2,190 Closed
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