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Willis Towers Watson
WTW

Overview Fund Activity

595 hedge funds and large institutions have $24.5B invested in Willis Towers Watson in 2022 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 185 increasing their positions, 230 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
+33
Holders Change %
+5.87%
% of All Funds
9.6%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.34%
New
85
Increased
185
Reduced
230
Closed
39
Calls
$75.5M
Puts
$48.3M
Net Calls
+$27.3M
Net Calls Change
+$14M

Top Buyers

1
Invesco
Invesco
Georgia
$511M
2
Aberdeen Group
Aberdeen Group
United Kingdom
$131M
3
American Century Companies
American Century Companies
Missouri
$119M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$169M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$60.3M

Top Sellers

1
Barclays
Barclays
United Kingdom
$54.2M
2
CVA
Ceredex Value Advisors
Florida
$122M
3
SV
Starboard Value
New York
$471M
4
ACM
Abrams Capital Management
Massachusetts
$197M
5
Franklin Resources
Franklin Resources
California
$510M
Name Holding Trade Value Shares
Change 		Shares
Change %
QI
351
Qtron Investments
Massachusetts
$568K – – –
SPIA
352
Steward Partners Investment Advisory
New York
$565K -$151K -617 -21%
PAS
353
Park Avenue Securities
New York
$546K +$36.9K +151 +7%
RG
354
Rathbones Group
United Kingdom
$545K – – –
ASN
355
Advisory Services Network
Georgia
$538K -$7.09K -29 -1%
CAN
356
Cetera Advisor Networks
California
$522K +$258K +1,054 +98%
AQR Capital Management
357
AQR Capital Management
Connecticut
$512K -$2.84M -11,691 -85%
Carson Wealth (CWM LLC)
358
Carson Wealth (CWM LLC)
Nebraska
$510K +$92.9K +380 +22%
SIA
359
SkyView Investment Advisors
New Jersey
$505K +$4.9K +20 +1%
EIP
360
Epoch Investment Partners
New York
$504K -$55.8K -228 -10%
Fifth Third Bancorp
361
Fifth Third Bancorp
Ohio
$497K +$57.7K +236 +13%
PCM
362
Prelude Capital Management
New York
$489K -$967K -3,953 -66%
Fiera Capital (Canada)
363
Fiera Capital (Canada)
Quebec, Canada
$487K +$487K +1,991 New
VAS
364
Vestmark Advisory Solutions
Massachusetts
$480K -$135K -552 -22%
KFP
365
KB Financial Partners
New Jersey
$474K +$1.22K +5 +0.3%
CCM
366
Coldstream Capital Management
Washington
$473K +$473K +1,935 New
ClearBridge Investments
367
ClearBridge Investments
New York
$472K – – –
JHP
368
James Hambro & Partners
United Kingdom
$470K – – –
SG
369
StoneX Group
New York
$469K +$469K +1,918 New
RWM
370
Ritholtz Wealth Management
New York
$469K +$143K +584 +44%
RRCM
371
Rappaport Reiches Capital Management
Illinois
$467K -$245 -1 -0.1%
SI
372
Saxon Interests
Texas
$467K – – –
PHS
373
Pekin Hardy Strauss
Illinois
$463K -$49.9K -204 -10%
WSTAM
374
Wilbanks Smith & Thomas Asset Management
Virginia
$460K – – –
V
375
Veritable
Delaware
$459K +$39.1K +160 +9%
13 14
15
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