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Willis Towers Watson
WTW

Overview Fund Activity

254 hedge funds and large institutions have $8.12B invested in Willis Towers Watson in 2015 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 88 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+17
Holders Change %
+7.17%
% of All Funds
6.85%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
38
Increased
75
Reduced
88
Closed
19
Calls
$1.63M
Puts
$1.19M
Net Calls
+$440K
Net Calls Change
-$1.35M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$120M
2
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$261M
3
Morgan Stanley
3
Morgan Stanley
New York
$25.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$37.6M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$502M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$278M
2
AGA
2
Altrinsic Global Advisors
Connecticut
$276M
3
Pzena Investment Management
3
Pzena Investment Management
New York
$192M
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$169M
5
Ameriprise
5
Ameriprise
Minnesota
$5.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
IMS
226
Index Management Solutions
Pennsylvania
$54K +$32.2K +259 +147%
SAMC
227
Shinko Asset Management Company
Japan
$23K – – –
MA
228
MCF Advisors
Kentucky
$22K – – –
CIM
229
Cambria Investment Management
California
$21K +$17.2K +140 +452%
Northwestern Mutual Wealth Management
230
Northwestern Mutual Wealth Management
Wisconsin
$21K +$17.7K +140 +538%
FMII
231
Farmers & Merchants Investments Inc
Nebraska
$20K – – –
WA
232
Waverly Advisors
Alabama
$19K +$19K +151 New
HNB
233
Huntington National Bank
Ohio
$18K – – –
IPC
234
Independent Portfolio Consultants
Florida
$17K +$17K +140 New
LTFS
235
Ladenburg Thalmann Financial Services
Florida
$16K -$17.3K -144 -52%
LNB
236
Ledyard National Bank
$14K – – –
JIC
237
Joel Isaacson & Co
New York
$11K – – –
AIG
238
American International Group
New York
$8.02K – – –
TDC
239
Thompson Davis & Co
Virginia
$7K -$356 -3 -5%
TWA
240
TCI Wealth Advisors
Arizona
$7K – – –
GXMC
241
Global X Management Company
New York
$7K +$7K +59 New
QCG
242
Quadrant Capital Group
Ohio
$7K +$7K +80 New
CAW
243
Cornerstone Advisors (Washington)
Washington
$5K – – –
KA
244
Klingman & Associates
New York
$5K – – –
BRWM
245
B. Riley Wealth Management
Tennessee
$4K – – –
IWM
246
Integrated Wealth Management
California
$4K +$2.94K +25 +278%
MFS
247
MSI Financial Services
Massachusetts
$3K -$1.11K -10 -27%
CFA
248
Carroll Financial Associates
North Carolina
$3K +$3K +28 New
Fifth Third Bancorp
249
Fifth Third Bancorp
Ohio
$1K -$900 -9 -47%
EFSCE
250
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
7 8 9
10
11