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Willis Towers Watson
WTW

Overview Fund Activity

399 hedge funds and large institutions have $18.7B invested in Willis Towers Watson in 2017 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 118 increasing their positions, 164 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+21
Holders Change %
+5.56%
% of All Funds
9.96%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.42%
New
52
Increased
118
Reduced
164
Closed
29
Calls
$8.24M
Puts
$1.08M
Net Calls
+$7.16M
Net Calls Change
-$11.8M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$565M
2
BlackRock
BlackRock
New York
$1.12B
3
Capital Research Global Investors
Capital Research Global Investors
California
$349M
4
EIP
Epoch Investment Partners
New York
$168M
5
Harris Associates
Harris Associates
Illinois
$1.3B

Top Sellers

1
VH
ValueAct Holdings
California
$961M
2
JP
Jana Partners
New York
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$190M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$158M
5
VFA
Virtus Fund Advisers
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
326
Buckingham Strategic Wealth
Missouri
$249K -$45.4K -312 -15%
MYAM
327
Meiji Yasuda Asset Management
Japan
$249K – – –
PAG
328
Private Advisor Group
New Jersey
$248K +$248K +1,698 New
TMAM
329
Tokio Marine Asset Management
Japan
$243K -$1.73M -11,879 -88%
RG
330
Rikoon Group
New Mexico
$234K – – –
DC
331
Davenport & Co
Virginia
$220K +$220K +1,511 New
RIM
332
Rampart Investment Management
Connecticut
$214K +$162K +1,118 +314%
JFA
333
JNBA Financial Advisors
Minnesota
$204K – – –
IIC
334
Integrated Investment Consultants
Michigan
$204K – – –
QI
335
QS Investors
New York
$203K – – –
Cambridge Investment Research Advisors
336
Cambridge Investment Research Advisors
Iowa
$202K +$202K +1,390 New
DF
337
Donoghue Forlines
Massachusetts
$200K +$200K +1,373 New
FANJ
338
Financial Architects (New Jersey)
New Jersey
$187K +$4.52K +31 +2%
Northwestern Mutual Wealth Management
339
Northwestern Mutual Wealth Management
Wisconsin
$182K +$77.8K +535 +75%
WAM
340
Wealthspire Advisors (Maryland)
Maryland
$179K -$10.6K -73 -6%
LTFS
341
Ladenburg Thalmann Financial Services
Florida
$168K -$45K -309 -21%
ICOM
342
Investment Counselors of Maryland
Maryland
$144K – – –
AAM
343
Advisors Asset Management
Colorado
$132K +$57.5K +396 +77%
PCIG
344
Partners Capital Investment Group
Massachusetts
$125K – – –
Lazard Asset Management
345
Lazard Asset Management
New York
$122K – – –
PMFA
346
Plante Moran Financial Advisors
Michigan
$118K – – –
DCM
347
Dupont Capital Management
Delaware
$106K +$106K +728 New
AG
348
Advisor Group
Arizona
$101K +$23.4K +162 +30%
Canada Life
349
Canada Life
Manitoba, Canada
$100K +$10.5K +73 +12%
CBOA
350
Commonwealth Bank of Australia
Australia
$100K +$10.8K +75 +12%
12 13
14
15 16