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Willis Towers Watson

492 hedge funds and large institutions have $24.1B invested in Willis Towers Watson in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 168 increasing their positions, 159 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 46

3% more funds holding

Funds holding: 480492 (+12)

6% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 159

4% more capital invested

Capital invested by funds: $23B → $24.1B (+$1.02B)

0.16% less ownership

Funds ownership: 92.79%92.63% (-0.16%)

10% less call options, than puts

Call options by funds: $28.3M | Put options by funds: $31.6M

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
492
Holders Change
+12
Holders Change %
+2.5%
% of All Funds
9.69%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.26%
New
68
Increased
168
Reduced
159
Closed
46
Calls
$28.3M
Puts
$31.6M
Net Calls
-$3.27M
Net Calls Change
-$7.59M
Name Holding Trade Value Shares
Change
Change in
Stake
QI
351
QS Investors
New York
$331K +$43.3K +226 +16%
FMT
352
First Mercantile Trust
Tennessee
$316K -$28.7K -150 -9%
BBVA
353
Banco Bilbao Vizcaya Argentaria
Spain
$315K +$529K +2,758 New
BSW
354
Buckingham Strategic Wealth
Missouri
$314K
OAM
355
Oxford Asset Management
United Kingdom
$310K -$10.7M -55,679 -97%
RFC
356
Regions Financial Corp
Alabama
$310K
ACA
357
Atlas Capital Advisors
Wyoming
$308K -$72.2K -377 -20%
AWM
358
AE Wealth Management
Kansas
$306K -$300K -1,564 -51%
AG
359
Advisor Group
Arizona
$305K +$82K +428 +39%
Walleye Trading
360
Walleye Trading
New York
$301K +$286K +1,493 New
PTC
361
Provident Trust Company
Wisconsin
$295K
Cohen & Steers
362
Cohen & Steers
New York
$290K -$2.42M -12,637 -90%
LTFS
363
Ladenburg Thalmann Financial Services
Florida
$285K +$9.39K +49 +4%
Capital Fund Management (CFM)
364
Capital Fund Management (CFM)
France
$285K +$270K +1,411 New
EFSCE
365
Enterprise Financial Services Corp (EFSC)
Missouri
$284K
JMPWA
366
JP Morgan Private Wealth Advisors
California
$274K -$4.98K -26 -2%
ASN
367
Advisory Services Network
Georgia
$267K +$12.6K +66 +5%
LOAME
368
Lombard Odier Asset Management (Europe)
United Kingdom
$265K
Brown Advisory
369
Brown Advisory
Maryland
$263K -$146K -763 -37%
JFA
370
JNBA Financial Advisors
Minnesota
$263K
LNWWM
371
Laird Norton Wetherby Wealth Management
California
$246K -$958 -5 -0.4%
DHFB
372
Dixon Hubard Feinour & Brown
Virginia
$240K
AWM
373
Avior Wealth Management
Nebraska
$236K +$224K +1,171 New
FTIOP
374
Fiduciary Trust International of Pennsylvania
Pennsylvania
$233K
GT
375
Greenleaf Trust
Michigan
$228K +$2.3K +12 +1%