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Willis Towers Watson

389 hedge funds and large institutions have $16.4B invested in Willis Towers Watson in 2016 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 102 increasing their positions, 186 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $15.8B → $16.4B (+$649M)

4% less funds holding

Funds holding: 404389 (-15)

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

22% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 51

45% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 186

74% less call options, than puts

Call options by funds: $6.37M | Put options by funds: $24.1M

Holders
389
Holders Change
-15
Holders Change %
-3.71%
% of All Funds
10.38%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.4%
New
40
Increased
102
Reduced
186
Closed
51
Calls
$6.37M
Puts
$24.1M
Net Calls
-$17.8M
Net Calls Change
-$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BOS
251
Bingham Osborn & Scarborough
California
$847K
NFC
252
Northeast Financial Consultants
Connecticut
$844K
Robeco Institutional Asset Management
253
Robeco Institutional Asset Management
Netherlands
$836K -$656K -5,273 -46%
Creative Planning
254
Creative Planning
Kansas
$828K -$73.7K -592 -9%
DC
255
Deere & Company
Illinois
$803K -$22.8K -183 -3%
GF
256
Gabelli Funds
New York
$797K -$317K -2,550 -30%
PL
257
Parkwood LLC
Ohio
$794K +$38.2K +307 +5%
AG
258
Aperio Group
California
$776K +$25K +201 +4%
OI
259
Oakbrook Investments
Illinois
$773K -$137K -1,100 -16%
FAM
260
Formidable Asset Management
Ohio
$771K +$44.7K +359 +7%
OC
261
Oppenheimer & Co
New York
$731K +$37.6K +302 +6%
SLI
262
Sumitomo Life Insurance
Japan
$725K -$87.5K -703 -11%
Citigroup
263
Citigroup
New York
$721K -$2.85M -22,933 -81%
O
264
OppenheimerFunds
New York
$718K +$115K +920 +20%
WEC
265
Winslow Evans & Crocker
Massachusetts
$704K
TC
266
Telemus Capital
Michigan
$672K +$214K +1,723 +52%
Teacher Retirement System of Texas
267
Teacher Retirement System of Texas
Texas
$671K -$532K -4,275 -46%
BCM
268
Buckhead Capital Management
Georgia
$662K
SBSB
269
Sullivan, Bruyette, Speros & Blaney
Virginia
$660K -$124K -1,000 -17%
WIS
270
Wright Investors Service
Connecticut
$629K -$51K -410 -8%
V
271
Veritable
Delaware
$612K -$89.5K -719 -13%
RIL
272
Rothschild Investment LLC
Illinois
$609K
BSWMG
273
Barrington Strategic Wealth Management Group
Illinois
$596K -$31.1K -250 -5%
SG Americas Securities
274
SG Americas Securities
New York
$595K -$2.08M -16,708 -79%
KRSITF
275
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$593K -$140K -1,123 -20%