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Willis Towers Watson
WTW

Overview Fund Activity

247 hedge funds and large institutions have $7.22B invested in Willis Towers Watson in 2015 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 100 increasing their positions, 75 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
-7
Holders Change %
-2.76%
% of All Funds
6.9%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.22%
New
27
Increased
100
Reduced
75
Closed
33
Calls
$1.35M
Puts
$894K
Net Calls
+$460K
Net Calls Change
+$20K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$97.1M
2
Pzena Investment Management
2
Pzena Investment Management
New York
$229M
3
AA
3
AQR Arbitrage
Connecticut
$60.6M
4
Diamond Hill Capital Management
4
Diamond Hill Capital Management
Ohio
$273M
5
First Eagle Investment Management
5
First Eagle Investment Management
New York
$388M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$50.6M
2
Victory Capital Management
2
Victory Capital Management
Texas
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$644M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$54.8M
5
CB
5
Cooke & Bieler
Pennsylvania
$242K
Name Holding Trade Value Shares
Change 		Shares
Change %
IPC
226
Independent Portfolio Consultants
Florida
$15K – – –
HNB
227
Huntington National Bank
Ohio
$15K – – –
LNB
228
Ledyard National Bank
$12K – – –
JIC
229
Joel Isaacson & Co
New York
$10K – – –
TDC
230
Thompson Davis & Co
Virginia
$10K +$3.37K +30 +51%
Northwestern Mutual Wealth Management
231
Northwestern Mutual Wealth Management
Wisconsin
$8K -$9.03K -88 -53%
AIG
232
American International Group
New York
$7K – – –
TWA
233
TCI Wealth Advisors
Arizona
$7K +$350 +3 +5%
GXMC
234
Global X Management Company
New York
$7K +$444 +4 +7%
QCG
235
Quadrant Capital Group
Ohio
$6K – – –
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$6K +$4.91K +45 +450%
KA
237
Klingman & Associates
New York
$4K – – –
CAW
238
Cornerstone Advisors (Washington)
Washington
$4K – – –
ZB
239
Zions Bancorporation
Utah
$4K +$4K +36 New
CFA
240
Carroll Financial Associates
North Carolina
$3K +$290 +3 +11%
IWM
241
Integrated Wealth Management
California
$1K -$2.78K -25 -74%
MFS
242
MSI Financial Services
Massachusetts
$1K -$1.25K -15 -56%
EFSCE
243
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
MWP
244
MYCIO Wealth Partners
Pennsylvania
$1K +$1K +11 New
Manulife (Manufacturers Life Insurance)
245
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$40 +$2 +17 +5%
Victory Capital Management
246
Victory Capital Management
Texas
– -$120M -962,458 Closed
CIP
247
Champlain Investment Partners
Vermont
– -$42.5M -342,158 Closed
Retirement Systems of Alabama
248
Retirement Systems of Alabama
Alabama
– -$7.13M -57,380 Closed
Nomura Holdings
249
Nomura Holdings
Japan
– -$4.97M -39,995 Closed
OAM
250
Oxford Asset Management
United Kingdom
– -$4.71M -37,894 Closed
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