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Willis Towers Watson
WTW

Overview Fund Activity

465 hedge funds and large institutions have $21B invested in Willis Towers Watson in 2019 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 162 increasing their positions, 148 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+46
Holders Change %
+10.98%
% of All Funds
10.08%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.3%
New
89
Increased
162
Reduced
148
Closed
40
Calls
$39.6M
Puts
$11.4M
Net Calls
+$28.2M
Net Calls Change
+$26M

Top Buyers

1
BlackRock
BlackRock
New York
+$389M
2
PIP
Permian Investment Partners
Texas
+$79.6M
3
Millennium Management
Millennium Management
New York
+$53.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$48.5M
5
Bank of America
Bank of America
North Carolina
+$45.6M

Top Sellers

1
LAM
Lyrical Asset Management
New York
-$248M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$125M
3
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$114M
4
Wells Fargo
Wells Fargo
California
-$97.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$95.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
376
CAPTRUST Financial Advisors
North Carolina
$172K +$20.9K +118 +14%
ST
377
Smithfield Trust
Pennsylvania
$160K +$160K +910 New
Canada Life
378
Canada Life
Manitoba, Canada
$152K +$2.98K +17 +2%
Lazard Asset Management
379
Lazard Asset Management
New York
$147K – – –
PRC
380
Pearl River Capital
Michigan
$134K +$134K +764 New
FL
381
Fort LP
Maryland
$132K -$2.82K -16 -2%
BBNA
382
Bremer Bank National Association
Minnesota
$106K +$106K +575 New
QCG
383
Quadrant Capital Group
Ohio
$101K +$67.7K +407 +204%
QCIG
384
Quad-Cities Investment Group
Iowa
$93K – – –
APA
385
American Portfolios Advisors
New York
$84.8K +$66.2K +377 +356%
AF
386
Advisornet Financial
Minnesota
$84K – – –
AI
387
ArchPoint Investors
Florida
$84K +$10.6K +60 +14%
YWP
388
YorkBridge Wealth Partners
New York
$82K +$82K +469 New
HWA
389
Heritage Wealth Advisors
Virginia
$75K – – –
BAM
390
Bruderman Asset Management
New York
$70K +$70K +400 New
GLI
391
Guardian Life Insurance
New York
$65K – – –
Fifth Third Bancorp
392
Fifth Third Bancorp
Ohio
$63K +$25K +143 +66%
GSWM
393
Golden State Wealth Management
California
$61K +$61K +350 New
PMFA
394
Plante Moran Financial Advisors
Michigan
$51K -$11.5K -65 -18%
LFA
395
Legacy Financial Advisors
Kentucky
$50K +$12.7K +72 +34%
WAM
396
Wealthspire Advisors (Maryland)
Maryland
$48K -$1.77K -10 -4%
RCAG
397
Rehmann Capital Advisory Group
Michigan
$47.4K – – –
CBOA
398
Commonwealth Bank of Australia
Australia
$44K – – –
AIC
399
Ameritas Investment Company
Nebraska
$40K -$721K -4,073 -95%
CAW
400
Cornerstone Advisors (Washington)
Washington
$39K +$176 +1 +0.5%
14 15
16
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