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Willis Towers Watson

579 hedge funds and large institutions have $22.8B invested in Willis Towers Watson in 2023 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 181 increasing their positions, 240 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $64.8M | Put options by funds: $32.7M

0% less capital invested

Capital invested by funds: $22.9B → $22.8B (-$50.2M)

2.74% less ownership

Funds ownership: 94.06%91.32% (-2.7%)

4% less funds holding

Funds holding: 606579 (-27)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

25% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 240

38% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 68

Holders
579
Holders Change
-27
Holders Change %
-4.46%
% of All Funds
9.09%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
42
Increased
181
Reduced
240
Closed
68
Calls
$64.8M
Puts
$32.7M
Net Calls
+$32.2M
Net Calls Change
+$22.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PHS
401
Pekin Hardy Strauss
Illinois
$332K -$12.9K -56 -4%
Cohen & Steers
402
Cohen & Steers
New York
$330K
FMAEN1
403
Fund Management at Engine No 1
California
$326K +$20.7K +90 +7%
CSPIA
404
Cary Street Partners Investment Advisory
Virginia
$325K
DC
405
Davenport & Co
Virginia
$322K
CAN
406
Cetera Advisor Networks
California
$320K -$129K -560 -29%
First Manhattan
407
First Manhattan
New York
$314K -$267K -1,159 -47%
CI
408
Cigna Investments
Connecticut
$313K
FTDI
409
First Trust Direct Indexing
Massachusetts
$310K -$16.4K -71 -5%
CAL
410
Capital Analysts LLC
Pennsylvania
$310K
OP
411
ORG Partners
Indiana
$308K +$304K +1,319 New
MFA
412
Mayflower Financial Advisors
Massachusetts
$299K -$13.8K -60 -5%
RT
413
Rockland Trust
Massachusetts
$298K
AIM
414
Alhambra Investment Management
Florida
$297K
Bessemer Group
415
Bessemer Group
New Jersey
$294K -$14.1K -61 -5%
AC
416
Avestar Capital
New York
$293K -$2.77K -12 -1%
PA
417
Profund Advisors
Maryland
$292K -$6.22K -27 -2%
TAM
418
Trust Asset Management
Texas
$289K
PAG
419
Private Advisor Group
New Jersey
$289K -$5.99K -26 -2%
PCM
420
Penserra Capital Management
California
$285K +$147K +637 +110%
SFI
421
Siemens Fonds Invest
Germany
$284K
CTC
422
Central Trust Company
Missouri
$283K -$367K -1,593 -57%
BJL
423
Brighton Jones LLC
Washington
$283K +$8.99K +39 +3%
LNWWM
424
Laird Norton Wetherby Wealth Management
California
$281K -$3.69K -16 -1%
CPIG
425
Chicago Partners Investment Group
Illinois
$276K +$17.1K +74 +6%