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Willis Towers Watson

480 hedge funds and large institutions have $23B invested in Willis Towers Watson in 2019 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 168 increasing their positions, 150 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 35

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

14% more call options, than puts

Call options by funds: $34.5M | Put options by funds: $30.2M

12% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 150

5% more funds holding

Funds holding: 456480 (+24)

1% less capital invested

Capital invested by funds: $23.2B → $23B (-$118M)

0.99% less ownership

Funds ownership: 93.78%92.79% (-0.99%)

Holders
480
Holders Change
+24
Holders Change %
+5.26%
% of All Funds
10.53%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.35%
New
60
Increased
168
Reduced
150
Closed
35
Calls
$34.5M
Puts
$30.2M
Net Calls
+$4.32M
Net Calls Change
+$3.23M
Name Holding Trade Value Shares
Change
Change in
Stake
SBSB
401
Sullivan, Bruyette, Speros & Blaney
Virginia
$171K +$173K +885 New
ST
402
Smithfield Trust
Pennsylvania
$166K
Lazard Asset Management
403
Lazard Asset Management
New York
$162K
FL
404
Fort LP
Maryland
$125K +$126K +646 New
Fifth Third Bancorp
405
Fifth Third Bancorp
Ohio
$123K +$10.2K +52 +9%
BEAM
406
Baker Ellis Asset Management
Washington
$109K
AF
407
Advisornet Financial
Minnesota
$98K +$5.27K +27 +6%
GSWM
408
Golden State Wealth Management
California
$98K +$21.5K +110 +28%
AI
409
ArchPoint Investors
Florida
$92K
HWA
410
Heritage Wealth Advisors
Virginia
$82K
GLI
411
Guardian Life Insurance
New York
$73K +$1.17K +6 +2%
Loomis, Sayles & Company
412
Loomis, Sayles & Company
Massachusetts
$61K +$61.5K +315 New
CIA
413
CSat Investment Advisory
Michigan
$56K +$2.93K +15 +5%
RCAG
414
Rehmann Capital Advisory Group
Michigan
$52.1K
S
415
SignatureFD
Georgia
$52K +$18.9K +97 +56%
TA
416
Thor Advisors
New York
$52K +$52.1K +267 New
PMFA
417
Plante Moran Financial Advisors
Michigan
$46K +$11.1K +57 +31%
PA
418
Parallel Advisors
California
$44K +$17.8K +91 +67%
PO
419
Private Ocean
California
$39K
QCIG
420
Quad-Cities Investment Group
Iowa
$38K
BCA
421
Berman Capital Advisors
Georgia
$34K -$1.56K -8 -4%
CFG
422
Citizens Financial Group
Rhode Island
$34K
SFS
423
Sowell Financial Services
Arkansas
$33K +$33.2K +170 New
GCM
424
Gables Capital Management
Florida
$32K
APA
425
American Portfolios Advisors
New York
$30.2K -$5.08K -26 -14%