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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 %
MAM
426
Meeder Asset Management
Ohio
$78K +$61.9K +316 +385%
QCG
427
Quadrant Capital Group
Ohio
$75K -$225K -1,145 -75%
IA
428
IFP Advisors
Florida
$67K -$3.56K -18 -5%
GCM
429
Gables Capital Management
Florida
$67K – – –
OPS
430
Orion Portfolio Solutions
Nebraska
$66K +$53.5K +273 +427%
CFA
431
Carroll Financial Associates
North Carolina
$56K +$43.3K +222 +342%
PCG
432
Private Capital Group
Connecticut
$41K -$31.2K -157 -43%
PCM
433
Penserra Capital Management
California
$41K +$7.03K +36 +21%
AI
434
ArchPoint Investors
Florida
$40K – – –
BDWM
435
Brewin Dolphin Wealth Management
Ireland
$39.4K +$39.4K +200 New
BCA
436
Berman Capital Advisors
Georgia
$39K -$5.74K -30 -13%
CFG
437
Citizens Financial Group
Rhode Island
$39K – – –
CAN
438
Cetera Advisor Networks
California
$38K +$38K +192 New
ACA
439
Atlas Capital Advisors
Wyoming
$35.1K -$5.71K -29 -14%
PFBT
440
Parkside Financial Bank & Trust
Missouri
$34K +$4.27K +22 +14%
IRC
441
Investors Research Corp
Georgia
$30K – – –
LC
442
Lindbrook Capital
California
$28K +$600 +3 +2%
RWB
443
RMR Wealth Builders
New Jersey
$27K +$27K +139 New
HWA
444
Heritage Wealth Advisors
Virginia
$25K -$59.1K -300 -70%
SFS
445
Sowell Financial Services
Arkansas
$25K -$6.4K -33 -20%
AIL
446
AGF Investments LLC
Ontario, Canada
$25K +$25K +128 New
HR
447
Howe & Rusling
New York
$22K +$982 +5 +5%
WPA
448
West Paces Advisors
Georgia
$21.1K – – –
KPW
449
Kore Private Wealth
New York
$21K -$3.25K -17 -13%
GEA
450
Glen Eagle Advisors
New Jersey
$20.1K +$18.7K +95 +1,357%
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