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Willis Towers Watson
WTW

Overview Fund Activity

498 hedge funds and large institutions have $23.4B invested in Willis Towers Watson in 2020 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 146 increasing their positions, 211 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+17
Holders Change %
+3.53%
% of All Funds
10.24%
Holding in Top 10
33
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+106.25%
% of All Funds
0.68%
New
73
Increased
146
Reduced
211
Closed
53
Calls
$9.71M
Puts
$6.29M
Net Calls
+$3.42M
Net Calls Change
-$32.7M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$696M
2
Barclays
Barclays
United Kingdom
$275M
3
CC
Carlson Capital
Texas
$136M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$235M
5
WCMNY
Westchester Capital Management (New York)
New York
$188M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.18B
2
BlackRock
BlackRock
New York
$1.93B
3
Wells Fargo
Wells Fargo
California
$71.3M
4
Fidelity International
Fidelity International
Bermuda
$241M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.8B
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
401
JNBA Financial Advisors
Minnesota
$232K -$4.74K -24 -2%
RIL
402
Rothschild Investment LLC
Illinois
$229K +$229K +1,163 New
DC
403
Davenport & Co
Virginia
$227K +$227K +1,154 New
Carson Wealth (CWM LLC)
404
Carson Wealth (CWM LLC)
Nebraska
$221K – – –
LC
405
Landaas & Company
Wisconsin
$219K – – –
MFG
406
Magnus Financial Group
New York
$210K +$210K +1,064 New
Victory Capital Management
407
Victory Capital Management
Texas
$209K -$14.6M -74,373 -99%
Axa
408
Axa
France
$209K -$4.63M -23,413 -96%
NEGWA
409
New England Guild Wealth Advisors
Connecticut
$208K +$208K +1,055 New
CCM
410
Carlson Capital Management
Minnesota
$206K +$206K +1,018 New
NAM
411
NorthCoast Asset Management
Connecticut
$206K +$206K +1,048 New
SBSB
412
Sullivan, Bruyette, Speros & Blaney
Virginia
$174K – – –
Lazard Asset Management
413
Lazard Asset Management
New York
$165K – – –
Fifth Third Bancorp
414
Fifth Third Bancorp
Ohio
$148K -$14.6K -74 -9%
ICOM
415
Investment Counselors of Maryland
Maryland
$143K -$52.5K -266 -27%
PA
416
Parallel Advisors
California
$138K +$7.09K +36 +5%
FMT
417
First Mercantile Trust
Tennessee
$128K -$2.95K -15 -2%
C
418
Cerebellum
California
$122K +$122K +812 New
EFSCE
419
Enterprise Financial Services Corp (EFSC)
Missouri
$117K – – –
CIA
420
CSat Investment Advisory
Michigan
$107K +$31.8K +161 +42%
AIM
421
AIA Investment Management
Singapore
$98K – – –
Daiwa Securities Group
422
Daiwa Securities Group
Japan
$96K – – –
OSAM
423
O'Shaughnessy Asset Management
Connecticut
$93K +$84.3K +428 +973%
EI
424
Ellevest Inc
New York
$81K +$36K +183 +80%
S
425
SignatureFD
Georgia
$80K +$14.1K +72 +21%
15 16
17
18 19