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Willis Towers Watson

548 hedge funds and large institutions have $24.8B invested in Willis Towers Watson in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 186 increasing their positions, 219 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $34.9M | Put options by funds: $31.3M

2.46% less ownership

Funds ownership: 91.58%89.13% (-2.5%)

6% less funds holding

Funds holding: 580548 (-32)

8% less capital invested

Capital invested by funds: $27.1B → $24.8B (-$2.3B)

15% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 219

27% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 93

42% less funds holding in top 10

Funds holding in top 10: 3118 (-13)

Holders
548
Holders Change
-32
Holders Change %
-5.52%
% of All Funds
8.64%
Holding in Top 10
18
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-41.94%
% of All Funds
0.28%
New
68
Increased
186
Reduced
219
Closed
93
Calls
$34.9M
Puts
$31.3M
Net Calls
+$3.63M
Net Calls Change
-$55.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
226
Montag & Associates
Georgia
$2.45M -$455K -1,987 -16%
WBC
227
Westpac Banking Corp
Australia
$2.41M +$2.33M +10,193 New
OPERF
228
Oregon Public Employees Retirement Fund
Oregon
$2.36M -$114K -500 -5%
SAM
229
Securian Asset Management
Minnesota
$2.35M -$79.7K -348 -3%
CA
230
Callahan Advisors
Texas
$2.31M -$6.87K -30 -0.3%
GC
231
Guggenheim Capital
Illinois
$2.29M -$277K -1,210 -11%
FGP
232
Foyston, Gordon, & Payne
Ontario, Canada
$2.27M +$2.2M +9,604 New
SIC
233
Schwartz Investment Counsel
Michigan
$2.24M -$83.8K -366 -4%
Baird Financial Group
234
Baird Financial Group
Wisconsin
$2.21M +$2.15M +9,369 New
TRSOTSOK
235
Teachers Retirement System of the State of Kentucky
Kentucky
$2.15M -$90.7K -396 -4%
AAM
236
Arabesque Asset Management
United Kingdom
$2.11M +$2.05M +8,942 New
CSPAM
237
Cary Street Partners Asset Management
Virginia
$2.11M -$14K -61 -0.7%
AIP
238
Ameritas Investment Partners
Nebraska
$2.06M -$823K -3,596 -29%
First Manhattan
239
First Manhattan
New York
$2.04M -$68.7K -300 -3%
Allspring Global Investments
240
Allspring Global Investments
North Carolina
$1.96M -$126K -552 -6%
TAM
241
Tocqueville Asset Management
New York
$1.94M +$1.27M +5,565 +209%
Nisa Investment Advisors
242
Nisa Investment Advisors
Missouri
$1.93M +$68.7K +300 +4%
E
243
Ergoteles
New York
$1.91M +$997K +4,353 +117%
SMDAM
244
Sumitomo Mitsui DS Asset Management
Japan
$1.9M -$13.1K -57 -0.7%
Capstone Investment Advisors
245
Capstone Investment Advisors
New York
$1.89M +$313K +1,367 +21%
X
246
Xponance
Pennsylvania
$1.86M +$11.2K +49 +0.6%
LSERS
247
Louisiana State Employees Retirement System
Louisiana
$1.85M -$22.9K -100 -1%
KRS
248
Kentucky Retirement Systems
Kentucky
$1.84M +$36.6K +160 +2%
PCM
249
Prelude Capital Management
New York
$1.81M -$5.32M -23,249 -75%
DIA
250
Dana Investment Advisors
Wisconsin
$1.8M -$65.7K -287 -4%