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Willis Towers Watson

579 hedge funds and large institutions have $22.8B invested in Willis Towers Watson in 2023 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 181 increasing their positions, 240 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $64.8M | Put options by funds: $32.7M

0% less capital invested

Capital invested by funds: $22.9B → $22.8B (-$50.2M)

2.74% less ownership

Funds ownership: 94.06%91.32% (-2.7%)

4% less funds holding

Funds holding: 606579 (-27)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

25% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 240

38% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 68

Holders
579
Holders Change
-27
Holders Change %
-4.46%
% of All Funds
9.09%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
42
Increased
181
Reduced
240
Closed
68
Calls
$64.8M
Puts
$32.7M
Net Calls
+$32.2M
Net Calls Change
+$22.9M
Name Holding Trade Value Shares
Change
Change in
Stake
4WM
376
44 Wealth Management
Oregon
$428K -$3.23K -14 -0.8%
BCV
377
Banque Cantonale Vaudoise
Switzerland
$424K
IWC
378
Integrated Wealth Concepts
Massachusetts
$418K +$409K +1,777 New
VCM
379
Vivaldi Capital Management
Illinois
$418K +$230 +1 +0.1%
DFA
380
DHJJ Financial Advisors
Illinois
$413K
RBCM
381
Raub Brock Capital Management
California
$412K -$92.2K -400 -19%
Northwestern Mutual Wealth Management
382
Northwestern Mutual Wealth Management
Wisconsin
$410K +$19.1K +83 +5%
ClearBridge Investments
383
ClearBridge Investments
New York
$407K
TFF
384
The Family Firm
Maryland
$401K
MNBTD
385
Moody National Bank Trust Division
Texas
$399K
MML Investors Services
386
MML Investors Services
Massachusetts
$397K +$87.3K +379 +29%
KAS
387
Kestra Advisory Services
Texas
$396K +$10.8K +47 +3%
SP
388
Symmetry Partners
Connecticut
$385K
Cetera Investment Advisers
389
Cetera Investment Advisers
Illinois
$382K -$68.9K -299 -16%
ASN
390
Advisory Services Network
Georgia
$381K -$87.1K -378 -19%
SPIA
391
Steward Partners Investment Advisory
New York
$376K -$6.68K -29 -2%
SI
392
Stephens Inc
Arkansas
$364K +$356K +1,547 New
RWMH
393
Riverpoint Wealth Management Holdings
Illinois
$363K +$230 +1 +0.1%
BBHC
394
Brown Brothers Harriman & Co
New York
$356K -$120K -520 -26%
CIA
395
Cladis Investment Advisory
Montana
$356K
DEA
396
DoubleLine ETF Adviser
Florida
$349K +$63.1K +274 +23%
PFO
397
Pathstone Family Office
New Jersey
$348K -$505K -2,193 -63%
HI
398
Horizon Investments
North Carolina
$343K +$24.4K +106 +8%
RFC
399
Regions Financial Corp
Alabama
$336K -$21.9K -95 -6%
PA
400
Pinnacle Associates
New York
$333K -$250K -1,085 -43%