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Willis Towers Watson
WTW

Overview Fund Activity

378 hedge funds and large institutions have $16.6B invested in Willis Towers Watson in 2017 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 121 increasing their positions, 167 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
-12
Holders Change %
-3.08%
% of All Funds
9.42%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.55%
New
34
Increased
121
Reduced
167
Closed
38
Calls
$19.6M
Puts
$616K
Net Calls
+$19M
Net Calls Change
+$2.68M

Top Buyers

1
BlackRock
BlackRock
New York
$704M
2
Harris Associates
Harris Associates
Illinois
$1.04B
3
Capital Research Global Investors
Capital Research Global Investors
California
$133M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$296M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$67.9M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
$0
2
William Blair Investment Management
William Blair Investment Management
Illinois
$27.2M
3
Ameriprise
Ameriprise
Minnesota
$4.61M
4
IIM
Ivory Investment Management
New York
$0
5
UBS Group
UBS Group
Switzerland
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
326
Ladenburg Thalmann Financial Services
Florida
$192K -$17.3K -132 -8%
QI
327
QS Investors
New York
$183K -$38.1K -291 -17%
IIC
328
Integrated Investment Consultants
Michigan
$183K -$32.7K -250 -15%
JFA
329
JNBA Financial Advisors
Minnesota
$183K -$22.9K -175 -11%
WAM
330
Wealthspire Advisors (Maryland)
Maryland
$171K -$525 -4 -0.3%
FANJ
331
Financial Architects (New Jersey)
New Jersey
$164K +$103K +790 +171%
Federated Hermes
332
Federated Hermes
Pennsylvania
$143K -$274K -2,096 -66%
ICOM
333
Investment Counselors of Maryland
Maryland
$129K – – –
PCIG
334
Partners Capital Investment Group
Massachusetts
$112K – – –
Lazard Asset Management
335
Lazard Asset Management
New York
$110K – – –
PMFA
336
Plante Moran Financial Advisors
Michigan
$106K -$10.3K -79 -9%
Fifth Third Bancorp
337
Fifth Third Bancorp
Ohio
$96K -$1.95K -15 -2%
Northwestern Mutual Wealth Management
338
Northwestern Mutual Wealth Management
Wisconsin
$93K +$49.2K +379 +112%
Canada Life
339
Canada Life
Manitoba, Canada
$82K +$9.92K +75 +14%
CBOA
340
Commonwealth Bank of Australia
Australia
$80K +$2.2K +17 +3%
AG
341
Advisor Group
Arizona
$71K +$2.25K +17 +3%
AAM
342
Advisors Asset Management
Colorado
$67K +$1.7K +13 +3%
GLI
343
Guardian Life Insurance
New York
$65K – – –
JWA
344
JFS Wealth Advisors
Pennsylvania
$61K – – –
Bessemer Group
345
Bessemer Group
New Jersey
$59K +$12.4K +94 +27%
CG
346
Cutler Group
California
$58K +$58K +446 New
RIM
347
Rampart Investment Management
Connecticut
$47K +$47K +356 New
IPC
348
Independent Portfolio Consultants
Florida
$45K -$4.06K -31 -8%
Nisa Investment Advisors
349
Nisa Investment Advisors
Missouri
$41K – – –
YWP
350
YorkBridge Wealth Partners
New York
$30K +$30K +222 New
12 13
14
15 16