We are live on ! Find out more
WTW icon

Willis Towers Watson

480 hedge funds and large institutions have $23B invested in Willis Towers Watson in 2019 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 168 increasing their positions, 150 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 35

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

14% more call options, than puts

Call options by funds: $34.5M | Put options by funds: $30.2M

12% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 150

5% more funds holding

Funds holding: 456480 (+24)

1% less capital invested

Capital invested by funds: $23.2B → $23B (-$118M)

0.99% less ownership

Funds ownership: 93.78%92.79% (-0.99%)

Holders
480
Holders Change
+24
Holders Change %
+5.26%
% of All Funds
10.53%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.35%
New
60
Increased
168
Reduced
150
Closed
35
Calls
$34.5M
Puts
$30.2M
Net Calls
+$4.32M
Net Calls Change
+$3.23M
Name Holding Trade Value Shares
Change
Change in
Stake
BAS
351
Brown Advisory Securities
Maryland
$350K
VCM
352
Vivaldi Capital Management
Illinois
$345K +$8.59K +44 +3%
SPIA
353
Steward Partners Investment Advisory
New York
$343K -$105K -540 -23%
CB
354
Cadence Bank
Mississippi
$340K
BJL
355
Brighton Jones LLC
Washington
$338K +$66.2K +339 +24%
FMT
356
First Mercantile Trust
Tennessee
$331K +$977 +5 +0.3%
Macquarie Group
357
Macquarie Group
Australia
$328K
BBHC
358
Brown Brothers Harriman & Co
New York
$326K +$207K +1,059 +169%
CI
359
Conning Inc
Connecticut
$307K -$3.91K -20 -1%
SF
360
Synovus Financial
Georgia
$306K +$12.3K +63 +4%
BSW
361
Buckingham Strategic Wealth
Missouri
$300K
UCFA
362
United Capital Financial Advisors
Texas
$299K -$54.3K -278 -15%
GH
363
GAM Holding
Switzerland
$298K +$301K +1,543 New
RFC
364
Regions Financial Corp
Alabama
$297K
ACM
365
AlphaCrest Capital Management
New York
$289K -$527K -2,700 -64%
PTC
366
Provident Trust Company
Wisconsin
$282K +$286K +1,463 New
Federated Hermes
367
Federated Hermes
Pennsylvania
$277K -$10.4K -53 -4%
EFSCE
368
Enterprise Financial Services Corp (EFSC)
Missouri
$271K -$3.91K -20 -1%
QI
369
QS Investors
New York
$269K
JMPWA
370
JP Morgan Private Wealth Advisors
California
$267K -$75.6K -387 -22%
CB
371
Commerce Bank
Missouri
$263K +$20.5K +105 +8%
BTS
372
BB&T Securities
Virginia
$263K +$264K +1,354 New
LTFS
373
Ladenburg Thalmann Financial Services
Florida
$262K -$10.7K -55 -4%
LOAME
374
Lombard Odier Asset Management (Europe)
United Kingdom
$253K
JFA
375
JNBA Financial Advisors
Minnesota
$251K