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Willis Towers Watson
WTW

Overview Fund Activity

419 hedge funds and large institutions have $17B invested in Willis Towers Watson in 2018 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 126 increasing their positions, 161 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
+9
Holders Change %
+2.2%
% of All Funds
9.59%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.25%
New
53
Increased
126
Reduced
161
Closed
38
Calls
$68.5M
Puts
$8.15M
Net Calls
+$60.3M
Net Calls Change
+$74.6M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$334M
2
Invesco
Invesco
Georgia
+$59.9M
3
Capital World Investors
Capital World Investors
California
+$41M
4
CC
Carlson Capital
Texas
+$36.1M
5
TSW
Thompson Siegel & Walmsley
Virginia
+$35.2M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$308M
2
Harris Associates
Harris Associates
Illinois
-$174M
3
Citadel Advisors
Citadel Advisors
Florida
-$94M
4
Fidelity International
Fidelity International
Bermuda
-$74.5M
5
TCM
TimesSquare Capital Management
New York
-$67.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
376
Bessemer Group
New Jersey
$25K +$20K +139 +397%
GCM
377
Gables Capital Management
Florida
$23K – – –
Fifth Third Bancorp
378
Fifth Third Bancorp
Ohio
$23K +$11.8K +85 +105%
CCM
379
Covington Capital Management
California
$22K – – –
JA
380
JOYN Advisors
Georgia
$21K -$846 -6 -4%
TCOV
381
Trust Company of Vermont
Vermont
$20K – – –
QCG
382
Quadrant Capital Group
Ohio
$19K – – –
EFSCE
383
Enterprise Financial Services Corp (EFSC)
Missouri
$18K – – –
LNB
384
Ledyard National Bank
$17K – – –
CCM
385
Cribstone Capital Management
Maine
$15K – – –
ZB
386
Zions Bancorporation
Utah
$15K +$561 +4 +4%
S
387
SignatureFD
Georgia
$12K -$4.14K -29 -26%
PCG
388
Private Capital Group
Connecticut
$12K – – –
PFBT
389
Parkside Financial Bank & Trust
Missouri
$11K -$1.83K -13 -14%
FHA
390
First Horizon Advisors
Tennessee
$11K – – –
HCM
391
Highlander Capital Management
New Jersey
$11K – – –
CFGS
392
Concourse Financial Group Securities
Alabama
$11K +$11K +80 New
HR
393
Howe & Rusling
New York
$10K – – –
TL
394
TrueWealth LLC
Georgia
$10K – – –
CIA
395
CSat Investment Advisory
Michigan
$10K +$2.88K +21 +40%
EARNEST Partners
396
EARNEST Partners
Georgia
$9K – – –
GRP
397
Global Retirement Partners
California
$7K -$8.94K -60 -56%
PA
398
Parallel Advisors
California
$7K -$1.98K -15 -22%
IA
399
IFP Advisors
Florida
$7K -$1.57K -11 -18%
TWA
400
TCI Wealth Advisors
Arizona
$7K +$420 +3 +6%
14 15
16
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