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Willis Towers Watson
WTW

Overview Fund Activity

545 hedge funds and large institutions have $27.1B invested in Willis Towers Watson in 2021 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 177 increasing their positions, 211 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
545
Holders Change
+5
Holders Change %
+0.93%
% of All Funds
9.51%
Holding in Top 10
44
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.35%
% of All Funds
0.77%
New
60
Increased
177
Reduced
211
Closed
50
Calls
$241M
Puts
$211M
Net Calls
+$29.3M
Net Calls Change
-$7.28M

Top Buyers

1
Citigroup
Citigroup
New York
$879M
2
LCM
Laurion Capital Management
New York
$308M
3
DKCM
Davidson Kempner Capital Management
New York
$600M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$166M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$368M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$142M
2
LP
Longview Partners
Guernsey
$598M
3
CA
Capitolis Advisors
New York
$0
4
BG
Baupost Group
Massachusetts
$435M
5
SG Americas Securities
SG Americas Securities
New York
$82.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIC
426
Integrated Investment Consultants
Michigan
$280K -$42.8K -186 -13%
BSW
427
Buckingham Strategic Wealth
Missouri
$279K -$69.1K -300 -20%
Wolverine Trading
428
Wolverine Trading
Illinois
$274K -$420K -1,810 -61%
JFA
429
JNBA Financial Advisors
Minnesota
$271K – – –
TAM
430
Trust Asset Management
Texas
$269K +$29.9K +130 +13%
DC
431
Davenport & Co
Virginia
$265K – – –
LC
432
Landaas & Company
Wisconsin
$256K – – –
SP
433
Symmetry Partners
Connecticut
$256K – – –
SSG
434
Summit Securities Group
New York
$248K +$248K +1,080 New
NEGWA
435
New England Guild Wealth Advisors
Connecticut
$243K – – –
Federated Hermes
436
Federated Hermes
Pennsylvania
$241K -$40.3K -175 -14%
DTL
437
Dynamic Technology Lab
Singapore
$237K +$237K +1,032 New
CCM
438
Carlson Capital Management
Minnesota
$235K +$1.15K +5 +0.5%
TWM
439
Tradition Wealth Management
Minnesota
$234K +$234K +1,016 New
Fifth Third Bancorp
440
Fifth Third Bancorp
Ohio
$232K +$20K +87 +9%
Mercer Global Advisors
441
Mercer Global Advisors
Colorado
$231K -$1.06M -4,620 -82%
WA
442
WestEnd Advisors
North Carolina
$230K – – –
PGFC
443
Peapack-Gladstone Financial Corp
New Jersey
$230K – – –
AA
444
Ancora Advisors
Ohio
$230K – – –
SM
445
SG3 Management
Puerto Rico
$230K +$230K +1,000 New
PFO
446
Pathstone Family Office
New Jersey
$226K +$226K +980 New
Brown Advisory
447
Brown Advisory
Maryland
$223K -$1.84K -8 -0.8%
Carson Wealth (CWM LLC)
448
Carson Wealth (CWM LLC)
Nebraska
$221K – – –
GAM
449
Garrison Asset Management
Arkansas
$220K – – –
TMAM
450
Tokio Marine Asset Management
Japan
$219K +$219K +953 New
16 17
18
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