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Willis Towers Watson
WTW

Overview Fund Activity

659 hedge funds and large institutions have $26B invested in Willis Towers Watson in 2024 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 226 increasing their positions, 236 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+34
Holders Change %
+5.44%
% of All Funds
9.55%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
87
Increased
226
Reduced
236
Closed
47
Calls
$91.6M
Puts
$52.5M
Net Calls
+$39.1M
Net Calls Change
-$29.2M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$115M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$96.3M
3
SCM
Sahana Capital Management
Connecticut
+$66M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$58.9M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$47.6M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$263M
2
Morgan Stanley
Morgan Stanley
New York
-$200M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$128M
4
AGA
Altrinsic Global Advisors
Connecticut
-$75.7M
5
BlackRock
BlackRock
New York
-$67M
Name Holding Trade Value Shares
Change 		Shares
Change %
VI
401
Vestcor Inc
New Brunswick, Canada
$577K -$5.22K -19 -0.9%
Janney Montgomery Scott
402
Janney Montgomery Scott
Pennsylvania
$573K -$54.4K -198 -9%
BAM
403
Blueshift Asset Management
New Jersey
$555K +$144K +524 +35%
RRCM
404
Rappaport Reiches Capital Management
Illinois
$526K – – –
CAPTRUST Financial Advisors
405
CAPTRUST Financial Advisors
North Carolina
$525K -$2.73M -9,930 -84%
GCP
406
GSA Capital Partners
United Kingdom
$514K +$514K +1,869 New
RG
407
Rathbones Group
United Kingdom
$513K -$23.1K -84 -4%
FTDI
408
First Trust Direct Indexing
Massachusetts
$508K +$60K +218 +13%
SI
409
Saxon Interests
Texas
$504K – – –
JHP
410
James Hambro & Partners
United Kingdom
$502K -$25.3K -92 -5%
CBNLCF
411
Cognios Beta Neutral Large Cap Fund
Kansas
$502K -$137K -498 -21%
DAS
412
Dynamic Advisor Solutions
Arizona
$501K +$27.5K +100 +6%
MYAM
413
Meiji Yasuda Asset Management
Japan
$493K -$775K -2,819 -61%
KAS
414
Kestra Advisory Services
Texas
$491K -$84.4K -307 -15%
SPIA
415
Steward Partners Investment Advisory
New York
$486K +$37.9K +138 +8%
DEA
416
DoubleLine ETF Adviser
Florida
$485K +$4.4K +16 +0.9%
DFA
417
DHJJ Financial Advisors
Illinois
$482K – – –
PHS
418
Pekin Hardy Strauss
Illinois
$482K – – –
Empower Advisory Group
419
Empower Advisory Group
Colorado
$475K +$7.7K +28 +2%
ClearBridge Investments
420
ClearBridge Investments
New York
$475K – – –
TFF
421
The Family Firm
Maryland
$469K – – –
OQS
422
Occudo Quantitative Strategies
Florida
$463K +$463K +1,683 New
EP
423
Edgestream Partners
New Jersey
$454K +$89.7K +326 +25%
IMCOOI
424
Investment Management Corp of Ontario (IMCO)
Canada
$454K -$593K -2,155 -57%
Envestnet Portfolio Solutions
425
Envestnet Portfolio Solutions
Illinois
$452K +$118K +429 +35%
15 16
17
18 19