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Willis Towers Watson
WTW

Overview Fund Activity

419 hedge funds and large institutions have $17B invested in Willis Towers Watson in 2018 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 126 increasing their positions, 161 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
+9
Holders Change %
+2.2%
% of All Funds
9.59%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.25%
New
53
Increased
126
Reduced
161
Closed
38
Calls
$68.5M
Puts
$8.15M
Net Calls
+$60.3M
Net Calls Change
+$74.6M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$334M
2
Invesco
Invesco
Georgia
+$59.9M
3
Capital World Investors
Capital World Investors
California
+$41M
4
CC
Carlson Capital
Texas
+$36.1M
5
TSW
Thompson Siegel & Walmsley
Virginia
+$35.2M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$308M
2
Harris Associates
Harris Associates
Illinois
-$174M
3
Citadel Advisors
Citadel Advisors
Florida
-$94M
4
Fidelity International
Fidelity International
Bermuda
-$74.5M
5
TCM
TimesSquare Capital Management
New York
-$67.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
326
Vivaldi Capital Management
Illinois
$246K -$6.63K -47 -3%
UCFA
327
United Capital Financial Advisors
Texas
$244K +$24.4K +173 +11%
RFC
328
Regions Financial Corp
Alabama
$241K -$18.6K -132 -7%
MYAM
329
Meiji Yasuda Asset Management
Japan
$241K – – –
IIC
330
Integrated Investment Consultants
Michigan
$226K +$35.3K +250 +19%
WG
331
Winton Group
United Kingdom
$222K +$222K +1,574 New
CANY
332
Caxton Associates (New York)
New York
$222K +$222K +1,575 New
AI
333
Atria Investments
North Carolina
$221K -$141 -1 -0.1%
LPL Financial
334
LPL Financial
California
$218K +$12.8K +91 +6%
EP
335
Edgestream Partners
New Jersey
$213K +$213K +1,510 New
AWM
336
Avior Wealth Management
Nebraska
$208K +$27.6K +196 +15%
DCM
337
Dupont Capital Management
Delaware
$204K – – –
AP
338
Advisor Partners
California
$200K +$5.92K +42 +3%
QI
339
QS Investors
New York
$197K – – –
ED
340
Exane Derivatives
France
$189K -$8.89K -63 -5%
RIM
341
Rampart Investment Management
Connecticut
$187K +$11.4K +723 +6%
ASN
342
Advisory Services Network
Georgia
$181K -$18K -128 -9%
LS
343
Livforsakringsbolaget Skandia
Sweden
$164K -$113K -800 -41%
ICOM
344
Investment Counselors of Maryland
Maryland
$139K – – –
CAPTRUST Financial Advisors
345
CAPTRUST Financial Advisors
North Carolina
$121K +$33.4K +236 +38%
Lazard Asset Management
346
Lazard Asset Management
New York
$118K – – –
AAM
347
Advisors Asset Management
Colorado
$110K -$1.26K -9 -1%
Canada Life
348
Canada Life
Manitoba, Canada
$109K -$1.27K -9 -1%
AG
349
Advisor Group
Arizona
$108K +$14.7K +104 +16%
CPH
350
C Partners Holding
Switzerland
$103K -$103K -733 -50%
12 13
14
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