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Willis Towers Watson

404 hedge funds and large institutions have $15.8B invested in Willis Towers Watson in 2016 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 129 increasing their positions, 160 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $9.32M | Put options by funds: $6.93M

26% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 43

11% more capital invested

Capital invested by funds: $14.2B → $15.8B (+$1.54B)

1% more funds holding

Funds holding: 401404 (+3)

17% less funds holding in top 10

Funds holding in top 10: 2319 (-4)

19% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 160

Holders
404
Holders Change
+3
Holders Change %
+0.75%
% of All Funds
10.78%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.51%
New
54
Increased
129
Reduced
160
Closed
43
Calls
$9.32M
Puts
$6.93M
Net Calls
+$2.39M
Net Calls Change
-$5.13M
Name Holding Trade Value Shares
Change
Change in
Stake
PHK
376
Point72 Hong Kong
Hong Kong
$25K
PSUF
377
People's United Financial
Connecticut
$25K +$24.7K +200 New
IA
378
IFP Advisors
Florida
$23K +$16.5K +134 +248%
MFS
379
MSI Financial Services
Massachusetts
$17K -$11.5K -93 -40%
LNB
380
Ledyard National Bank
$14K
EWM
381
Evercore Wealth Management
New York
$14K +$13.6K +110 New
QCG
382
Quadrant Capital Group
Ohio
$12K
JIC
383
Joel Isaacson & Co
New York
$11K
FPFS
384
First Personal Financial Services
North Carolina
$10K +$9.5K +77 New
CAW
385
Cornerstone Advisors (Washington)
Washington
$8K -$42.9K -348 -85%
TWA
386
TCI Wealth Advisors
Arizona
$8K +$740 +6 +10%
CA
387
Commerzbank Aktiengesellschaft
Germany
$6.13K +$5.59M +45,269 +1,125%
Macquarie Group
388
Macquarie Group
Australia
$6K +$4.32K +35 +233%
BBHC
389
Brown Brothers Harriman & Co
New York
$6K +$5.92K +48 New
KA
390
Klingman & Associates
New York
$5K +$4.57K +37 New
VCM
391
Versant Capital Management
Arizona
$4K -$6.17K -50 -60%
BC
392
Barnett & Company
Tennessee
$4K
CFA
393
Carroll Financial Associates
North Carolina
$4K +$370 +3 +10%
DADC
394
D.A. Davidson & Co
Montana
$4K +$3.83K +31 +517%
PFBT
395
Parkside Financial Bank & Trust
Missouri
$3K
ZB
396
Zions Bancorporation
Utah
$2K -$4.44K -36 -67%
IWMPD
397
Integrated Wealth Management (Palm Desert)
California
$2K
HCM
398
Herndon Capital Management
Georgia
$2K +$1.6K +13 New
FQ
399
First Quadrant
California
$2K +$2.47K +20 New
PCP
400
Proficio Capital Partners
Massachusetts
$1K -$3.83K -31 -76%