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Willis Towers Watson
WTW

Overview Fund Activity

647 hedge funds and large institutions have $24.6B invested in Willis Towers Watson in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 276 increasing their positions, 204 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
647
Holders Change
-12
Holders Change %
-1.82%
% of All Funds
9.41%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
60
Increased
276
Reduced
204
Closed
65
Calls
$86.5M
Puts
$41.9M
Net Calls
+$44.6M
Net Calls Change
+$5.48M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$453M
2
Goldman Sachs
2
Goldman Sachs
New York
$160M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$167M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$621M
5
Citadel Advisors
5
Citadel Advisors
Florida
$124M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$2.15B
2
UBS AM
2
UBS AM
Illinois
$58.6M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$11.7M
4
CCP
4
Clarkston Capital Partners
Michigan
$139M
5
Mawer Investment Management
5
Mawer Investment Management
Alberta, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
351
Blueshift Asset Management
New Jersey
$794K +$265K +1,010 +50%
MGWA
352
Monument Group Wealth Advisors
Massachusetts
$791K -$184K -702 -19%
QT
353
Quantbot Technologies
New York
$788K -$2.03M -7,729 -72%
BB
354
Busey Bank
Illinois
$785K -$175K -667 -18%
SIA
355
Schechter Investment Advisors
Michigan
$775K +$119K +453 +18%
Assenagon Asset Management
356
Assenagon Asset Management
Luxembourg
$762K +$7.34K +28 +1%
PP
357
Paloma Partners
Connecticut
$760K +$760K +2,900 New
PWW
358
Pettyjohn Wood & White
Virginia
$755K – – –
GCM
359
Graham Capital Management
Connecticut
$747K +$32.2K +123 +5%
MML Investors Services
360
MML Investors Services
Massachusetts
$737K -$22.3K -85 -3%
IIC
361
Ironwood Investment Counsel
Arizona
$721K -$52.2K -199 -7%
TPCW
362
TD Private Client Wealth
New York
$702K -$53.5K -204 -7%
CA
363
Clearstead Advisors
Ohio
$675K +$593K +2,263 +728%
PS
364
Principal Securities
Iowa
$667K +$72.6K +277 +12%
TMAM
365
Tokio Marine Asset Management
Japan
$665K – – –
LWAM
366
Legacy Wealth Asset Management
Minnesota
$663K +$5.51K +21 +0.8%
SIA
367
SkyView Investment Advisors
New Jersey
$657K +$5.51K +21 +0.8%
PAM
368
Paradigm Asset Management
New York
$655K -$131K -500 -17%
SEEDPG
369
S.E.E.D. Planning Group
New York
$655K – – –
FTDI
370
First Trust Direct Indexing
Massachusetts
$651K +$166K +634 +34%
LAM
371
LECAP Asset Management
United Kingdom
$644K -$3.15M -12,017 -83%
BFG
372
Bleakley Financial Group
New Jersey
$636K -$10.2K -39 -2%
SW
373
Simplicity Wealth
New Jersey
$636K -$8.13K -31 -1%
ETC
374
Exchange Traded Concepts
Oklahoma
$631K +$23.3K +89 +4%
IB
375
Intrust Bank
Kansas
$629K -$19.4K -74 -3%
13 14
15
16 17