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Willis Towers Watson
WTW

Overview Fund Activity

489 hedge funds and large institutions have $24B invested in Willis Towers Watson in 2019 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 168 increasing their positions, 158 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
+11
Holders Change %
+2.3%
% of All Funds
9.66%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.26%
New
67
Increased
168
Reduced
158
Closed
46
Calls
$28.3M
Puts
$31.6M
Net Calls
-$3.27M
Net Calls Change
-$7.59M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$325M
2
CVA
Ceredex Value Advisors
Florida
$219M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$77M
4
Artisan Partners
Artisan Partners
Wisconsin
$854M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.34B

Top Sellers

1
Invesco
Invesco
Georgia
$463M
2
Capital International Investors
Capital International Investors
California
$354M
3
Capital Research Global Investors
Capital Research Global Investors
California
$408M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$113M
5
SCA
Southpoint Capital Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BBVA
351
Banco Bilbao Vizcaya Argentaria
Spain
$315K +$315K +2,758 New
BSW
352
Buckingham Strategic Wealth
Missouri
$314K – – –
OAM
353
Oxford Asset Management
United Kingdom
$310K -$11.2M -55,679 -97%
RFC
354
Regions Financial Corp
Alabama
$310K – – –
ACA
355
Atlas Capital Advisors
Wyoming
$308K -$76.1K -377 -20%
AWM
356
AE Wealth Management
Kansas
$306K -$316K -1,564 -51%
AG
357
Advisor Group
Arizona
$305K +$86.3K +428 +39%
Walleye Trading
358
Walleye Trading
New York
$301K +$301K +1,493 New
PTC
359
Provident Trust Company
Wisconsin
$295K – – –
Cohen & Steers
360
Cohen & Steers
New York
$290K -$2.55M -12,637 -90%
LTFS
361
Ladenburg Thalmann Financial Services
Florida
$285K +$9.94K +49 +4%
Capital Fund Management (CFM)
362
Capital Fund Management (CFM)
France
$285K +$285K +1,411 New
EFSCE
363
Enterprise Financial Services Corp (EFSC)
Missouri
$284K – – –
JPMPWA
364
J.P. Morgan Private Wealth Advisors
California
$274K -$5.25K -26 -2%
ASN
365
Advisory Services Network
Georgia
$267K +$13.3K +66 +5%
LOAME
366
Lombard Odier Asset Management (Europe)
United Kingdom
$265K – – –
Brown Advisory
367
Brown Advisory
Maryland
$263K -$154K -763 -37%
JFA
368
JNBA Financial Advisors
Minnesota
$263K – – –
LNWWM
369
Laird Norton Wetherby Wealth Management
California
$246K -$1.01K -5 -0.4%
DHFB
370
Dixon Hubard Feinour & Brown
Virginia
$240K – – –
AWM
371
Avior Wealth Management
Nebraska
$236K +$236K +1,171 New
FTIOP
372
Fiduciary Trust International of Pennsylvania
Pennsylvania
$233K – – –
GT
373
Greenleaf Trust
Michigan
$228K +$2.42K +12 +1%
LC
374
Landaas & Company
Wisconsin
$225K – – –
AIM
375
Alhambra Investment Management
Florida
$224K +$224K +1,110 New
13 14
15
16 17