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Willis Towers Watson
WTW

Overview Fund Activity

481 hedge funds and large institutions have $20.1B invested in Willis Towers Watson in 2020 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 182 increasing their positions, 168 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
-8
Holders Change %
-1.64%
% of All Funds
10.63%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.35%
New
70
Increased
182
Reduced
168
Closed
71
Calls
$47.9M
Puts
$11.8M
Net Calls
+$36.2M
Net Calls Change
+$39.4M

Top Buyers

1
Citigroup
Citigroup
New York
+$456M
2
MF
Magnetar Financial
Illinois
+$172M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$126M
4
UBS AM
UBS AM
Illinois
+$108M
5
Capital World Investors
Capital World Investors
California
+$87M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$354M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$272M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$271M
4
LP
Longview Partners
Guernsey
-$194M
5
Citadel Advisors
Citadel Advisors
Florida
-$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
401
Enterprise Financial Services Corp (EFSC)
Missouri
$101K -$137K -807 -57%
GSWM
402
Golden State Wealth Management
California
$87K +$87K +510 New
AIM
403
AIA Investment Management
Singapore
$85K +$85K +499 New
HWA
404
Heritage Wealth Advisors
Virginia
$72.5K – – –
CIA
405
CSat Investment Advisory
Michigan
$64K +$5.71K +34 +10%
PCG
406
Private Capital Group
Connecticut
$62K +$19.3K +113 +45%
PA
407
Procyon Advisors
Connecticut
$59K +$17.9K +105 +43%
IA
408
IFP Advisors
Florida
$59K +$51.4K +311 +676%
GCM
409
Gables Capital Management
Florida
$58K +$30.1K +177 +108%
S
410
SignatureFD
Georgia
$57K +$24.1K +142 +73%
AF
411
Advisornet Financial
Minnesota
$41K -$44.5K -264 -52%
BCA
412
Berman Capital Advisors
Georgia
$39K +$7.67K +46 +24%
EI
413
Ellevest Inc
New York
$39K +$13.3K +78 +52%
ACA
414
Atlas Capital Advisors
Wyoming
$35.2K -$224K -1,320 -86%
AI
415
ArchPoint Investors
Florida
$34K -$46.8K -275 -58%
PCM
416
Penserra Capital Management
California
$34K +$9.38K +48 +38%
CFG
417
Citizens Financial Group
Rhode Island
$33K -$1.01K -6 -3%
AIC
418
Ameritas Investment Company
Nebraska
$30K +$24.2K +150 +417%
SFS
419
Sowell Financial Services
Arkansas
$27K +$3.33K +20 +14%
IRC
420
Investors Research Corp
Georgia
$26K – – –
PFBT
421
Parkside Financial Bank & Trust
Missouri
$26K +$510 +3 +2%
CYG
422
Clean Yield Group
Vermont
$25K – – –
LC
423
Lindbrook Capital
California
$23K +$3.69K +22 +19%
KPW
424
Kore Private Wealth
New York
$22K +$16.6K +96 +310%
WPA
425
West Paces Advisors
Georgia
$18.2K +$12.9K +76 +245%
15 16
17
18 19