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Willis Towers Watson
WTW

Overview Fund Activity

595 hedge funds and large institutions have $24.5B invested in Willis Towers Watson in 2022 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 185 increasing their positions, 230 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
+33
Holders Change %
+5.87%
% of All Funds
9.6%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.34%
New
85
Increased
185
Reduced
230
Closed
39
Calls
$75.5M
Puts
$48.3M
Net Calls
+$27.3M
Net Calls Change
+$14M

Top Buyers

1
Invesco
1
Invesco
Georgia
$511M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$131M
3
American Century Companies
3
American Century Companies
Missouri
$119M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$169M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$60.3M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$54.2M
2
CVA
2
Ceredex Value Advisors
Florida
$122M
3
SV
3
Starboard Value
New York
$471M
4
ACM
4
Abrams Capital Management
Massachusetts
$197M
5
Franklin Resources
5
Franklin Resources
California
$510M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cohen & Steers
401
Cohen & Steers
New York
$343K – – –
Capstone Investment Advisors
402
Capstone Investment Advisors
New York
$340K -$3.52M -14,382 -91%
MML Investors Services
403
MML Investors Services
Massachusetts
$340K +$340K +1,391 New
DC
404
Davenport & Co
Virginia
$339K -$93.5K -382 -22%
CSPIA
405
Cary Street Partners Investment Advisory
Virginia
$338K -$44K -180 -12%
CI
406
Cigna Investments
Connecticut
$336K -$4.17K -17 -1%
LWAC
407
Laurel Wealth Advisors (California)
California
$334K – – –
VT
408
Vise Technologies
New York
$326K -$15.7K -64 -5%
PA
409
Profund Advisors
Maryland
$326K +$35.5K +145 +12%
BRWA
410
B. Riley Wealth Advisors
Florida
$324K +$324K +1,319 New
MFA
411
Mayflower Financial Advisors
Massachusetts
$323K +$978 +4 +0.3%
CAL
412
Capital Analysts LLC
Pennsylvania
$322K -$2.94K -12 -0.9%
CPIG
413
Chicago Partners Investment Group
Illinois
$321K +$321K +1,254 New
TAM
414
Trust Asset Management
Texas
$315K – – –
RT
415
Rockland Trust
Massachusetts
$310K – – –
AC
416
Avestar Capital
New York
$309K -$25.9K -106 -8%
AIM
417
Alhambra Investment Management
Florida
$308K – – –
CIBC Private Wealth Group
418
CIBC Private Wealth Group
Georgia
$304K – – –
TSS
419
Two Sigma Securities
New York
$303K -$239K -976 -44%
SFI
420
Siemens Fonds Invest
Germany
$300K -$55K -225 -15%
HS
421
HighVista Strategies
Massachusetts
$298K -$62.1K -254 -17%
LNWWM
422
Laird Norton Wetherby Wealth Management
California
$295K +$8.07K +33 +3%
BSW
423
Buckingham Strategic Wealth
Missouri
$295K +$245 +1 +0.1%
FMAEN1
424
Fund Management at Engine No 1
California
$292K +$33K +135 +13%
Wolverine Trading
425
Wolverine Trading
Illinois
$289K -$425K -1,735 -60%
15 16
17
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