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Willis Towers Watson
WTW

Overview Fund Activity

665 hedge funds and large institutions have $27.1B invested in Willis Towers Watson in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 258 increasing their positions, 232 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+18
Holders Change %
+2.78%
% of All Funds
9.62%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
69
Increased
258
Reduced
232
Closed
45
Calls
$83M
Puts
$31.6M
Net Calls
+$51.4M
Net Calls Change
+$6.85M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$463M
2
UBS AM
UBS AM
Illinois
$249M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$147M
4
Ameriprise
Ameriprise
Minnesota
$186M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$235M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.21B
2
Bank of New York Mellon
Bank of New York Mellon
New York
$343M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$41.1M
4
BIP
Brandes Investment Partners
California
$79.1M
5
Harris Associates
Harris Associates
Illinois
$1.05B
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
376
Clearstead Advisors
Ohio
$760K +$1.47K +5 +0.2%
FTDI
377
First Trust Direct Indexing
Massachusetts
$755K +$23.9K +81 +3%
SIA
378
SkyView Investment Advisors
New Jersey
$754K +$15.9K +54 +2%
LWAM
379
Legacy Wealth Asset Management
Minnesota
$743K -$2.65K -9 -0.4%
UAS
380
United Asset Strategies
New York
$742K -$177K -600 -19%
BB
381
Busey Bank
Illinois
$738K -$143K -487 -16%
PAM
382
Paradigm Asset Management
New York
$736K – – –
BFG
383
Bleakley Financial Group
New Jersey
$729K +$13.8K +47 +2%
SEEDPG
384
S.E.E.D. Planning Group
New York
$725K -$10.6K -36 -1%
First Trust Advisors
385
First Trust Advisors
Illinois
$724K -$56.8M -192,727 -99%
IB
386
Intrust Bank
Kansas
$723K +$15.9K +54 +2%
Janney Montgomery Scott
387
Janney Montgomery Scott
Pennsylvania
$712K +$87.8K +298 +14%
MGWA
388
Monument Group Wealth Advisors
Massachusetts
$698K -$191K -649 -22%
OAM
389
Oppenheimer Asset Management
New York
$678K -$316K -1,072 -32%
GF
390
Gabelli Funds
New York
$677K – – –
LAI
391
Legal Advantage Investments
California
$652K – – –
GC
392
Guggenheim Capital
Illinois
$641K -$44.2K -150 -6%
VSQM
393
V-Square Quantitative Management
Illinois
$635K +$43.3K +147 +7%
Capstone Investment Advisors
394
Capstone Investment Advisors
New York
$632K +$251K +851 +66%
WSFS
395
Wilmington Savings Fund Society
Delaware
$630K +$630K +2,138 New
VI
396
Vestcor Inc
New Brunswick, Canada
$618K – – –
BTI
397
Blue Trust Inc
Georgia
$617K +$124K +472 +25%
SI
398
Stephens Inc
Arkansas
$615K -$68.9K -234 -10%
S
399
SimplyRich
California
$613K -$45K -153 -7%
KAS
400
Kestra Advisory Services
Texas
$591K +$30.9K +105 +6%
14 15
16
17 18