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Willis Towers Watson
WTW

Overview Fund Activity

421 hedge funds and large institutions have $19.4B invested in Willis Towers Watson in 2017 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 142 increasing their positions, 141 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
421
Holders Change
+22
Holders Change %
+5.51%
% of All Funds
10.51%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.47%
New
59
Increased
142
Reduced
141
Closed
30
Calls
$14.5M
Puts
$5.12M
Net Calls
+$9.35M
Net Calls Change
+$2.19M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$780M
2
Citadel Advisors
Citadel Advisors
Florida
$121M
3
CI Investments Inc
CI Investments Inc
Ontario, Canada
$117M
4
Harris Associates
Harris Associates
Illinois
$1.48B
5
HCM
Highline Capital Management
New York
$183M

Top Sellers

1
VH
ValueAct Holdings
California
$460M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.87B
3
SOMRS
State of Michigan Retirement System
Michigan
$6.29M
4
Principal Financial Group
Principal Financial Group
Iowa
$30.6M
5
SCM
Sterling Capital Management
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CBT
401
Capital Bank & Trust
California
$7K – – –
SIAS
402
Shine Investment Advisory Services
Colorado
$7K – – –
TWA
403
TCI Wealth Advisors
Arizona
$7K – – –
TDC
404
Thompson Davis & Co
Virginia
$6K -$1.5K -9 -20%
Fifth Third Bancorp
405
Fifth Third Bancorp
Ohio
$6K -$462 -3 -7%
VFA
406
Valeo Financial Advisors
Indiana
$5K +$5K +30 New
VCM
407
Versant Capital Management
Arizona
$4K -$286 -2 -7%
BFEC
408
Benjamin F. Edwards & Company
Missouri
$4K – – –
FMII
409
Farmers & Merchants Investments Inc
Nebraska
$4K +$1.86K +13 +87%
GT
410
Glenmede Trust
Pennsylvania
$4K +$4K +32 New
GWM
411
Geneos Wealth Management
Colorado
$3K – – –
WTC
412
WhitTier Trust Company
Nevada
$3K +$3K +20 New
TCOV
413
Trust Company of Vermont
Vermont
$3K +$3K +20 New
WPA
414
West Paces Advisors
Georgia
$2.31K – – –
MCIA
415
Mountain Capital Investment Advisors
Colorado
$2K – – –
LWCFA
416
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K -$4.86K -34 -83%
TG
417
TLP Group
Illinois
$1K +$1K +2 New
Carson Wealth (CWM LLC)
418
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +5 New
TFO
419
Tarbox Family Office
California
$1K +$1K +8 New
SCM
420
Sterling Capital Management
North Carolina
– -$106M -727,812 Closed
NMVA
421
New Mountain Vantage Advisers
New York
– -$29.4M -202,191 Closed
CAM
422
Cacti Asset Management
Georgia
– -$23.6M -161,067 Closed
TCM
423
Tran Capital Management
California
– -$17.8M -122,653 Closed
OAM
424
Oxford Asset Management
United Kingdom
– -$11.5M -78,781 Closed
CRM
425
Cramer Rosenthal McGlynn
Connecticut
– -$9.66M -66,400 Closed
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