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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 %
TRCT
351
Tower Research Capital (TRC)
New York
$101K -$516K -3,661 -84%
ARMT
352
Amica Retiree Medical Trust
Rhode Island
$98K – – –
TPWA
353
TRUE Private Wealth Advisors
Oregon
$94.8K +$94.8K +670 New
FL
354
Fort LP
Maryland
$86K +$86K +608 New
LTFS
355
Ladenburg Thalmann Financial Services
Florida
$77K -$38.2K -273 -33%
SPIA
356
Steward Partners Investment Advisory
New York
$76K -$7.74K -55 -9%
C
357
Cerebellum
California
$76K +$57.1K +407 +301%
QCIG
358
Quad-Cities Investment Group
Iowa
$74K – – –
AF
359
Advisornet Financial
Minnesota
$68K -$850 -6 -1%
PCM
360
Prelude Capital Management
New York
$64K +$64K +452 New
HWA
361
Heritage Wealth Advisors
Virginia
$60K +$60K +427 New
GLI
362
Guardian Life Insurance
New York
$51K – – –
PMFA
363
Plante Moran Financial Advisors
Michigan
$50K -$37K -261 -43%
KA
364
Kaizen Advisory
Illinois
$47K – – –
Nisa Investment Advisors
365
Nisa Investment Advisors
Missouri
$44K – – –
RCAG
366
Rehmann Capital Advisory Group
Michigan
$38.1K – – –
WAM
367
Wealthspire Advisors (Maryland)
Maryland
$36K +$282 +2 +0.8%
IDBONY
368
Israel Discount Bank of New York
New York
$33K -$30.2K -215 -48%
CBOA
369
Commonwealth Bank of Australia
Australia
$33K – – –
APA
370
American Portfolios Advisors
New York
$31K +$16.9K +120 +120%
CFG
371
Citizens Financial Group
Rhode Island
$31K – – –
CAW
372
Cornerstone Advisors (Washington)
Washington
$30K – – –
RFA
373
Reilly Financial Advisors
California
$28K +$28K +200 New
LFA
374
Legacy Financial Advisors
Kentucky
$27K – – –
TG
375
TLP Group
Illinois
$25K -$10.2K -72 -29%
13 14
15
16 17