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Willis Towers Watson
WTW

Overview Fund Activity

559 hedge funds and large institutions have $27B invested in Willis Towers Watson in 2021 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 187 increasing their positions, 177 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
+14
Holders Change %
+2.57%
% of All Funds
9.82%
Holding in Top 10
39
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.36%
% of All Funds
0.68%
New
109
Increased
187
Reduced
177
Closed
89
Calls
$400M
Puts
$113M
Net Calls
+$287M
Net Calls Change
+$258M

Top Buyers

1
EIG
EdgePoint Investment Group
Ontario, Canada
+$540M
2
First Eagle Investment Management
First Eagle Investment Management
New York
+$476M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$455M
4
UBS Group
UBS Group
Switzerland
+$423M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$329M

Top Sellers

1
Citigroup
Citigroup
New York
-$694M
2
LP
Longview Partners
Guernsey
-$598M
3
FCM
Farallon Capital Management
California
-$489M
4
Goldman Sachs
Goldman Sachs
New York
-$483M
5
Capital World Investors
Capital World Investors
California
-$451M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
426
Washington Capital Management
Washington
$314K +$314K +1,350 New
CAL
427
Capital Analysts LLC
Pennsylvania
$311K +$311K +1,340 New
UCFA
428
United Capital Financial Advisors
Texas
$303K -$31.8K -137 -10%
CCP
429
Corient Capital Partners
California
$294K +$2.79K +12 +1%
AIM
430
Alhambra Investment Management
Florida
$293K – – –
TAM
431
Trust Asset Management
Texas
$291K +$19.3K +83 +7%
IC
432
IEQ Capital
California
$286K +$286K +1,230 New
SIM
433
Sentry Investment Management
Wisconsin
$282K -$41.1K -177 -13%
BSW
434
Buckingham Strategic Wealth
Missouri
$282K – – –
B
435
Barings
North Carolina
$276K +$276K +1,187 New
Fifth Third Bancorp
436
Fifth Third Bancorp
Ohio
$275K +$40.8K +176 +17%
TMAM
437
Tokio Marine Asset Management
Japan
$274K +$52.1K +224 +24%
JFA
438
JNBA Financial Advisors
Minnesota
$273K – – –
SP
439
Symmetry Partners
Connecticut
$271K – – –
FA
440
FDx Advisors
Illinois
$270K +$270K +1,162 New
CIBC World Market
441
CIBC World Market
Ontario, Canada
$265K +$265K +1,140 New
DWM
442
Dakota Wealth Management
Florida
$263K +$263K +1,130 New
LC
443
Landaas & Company
Wisconsin
$259K – – –
PFO
444
Pathstone Family Office
New Jersey
$255K +$27.2K +117 +12%
FTDI
445
First Trust Direct Indexing
Massachusetts
$250K +$250K +1,076 New
NEGWA
446
New England Guild Wealth Advisors
Connecticut
$245K – – –
CI
447
Conning Inc
Connecticut
$244K -$58.1K -250 -19%
DMBA
448
Deseret Mutual Benefit Administrators
Utah
$242K +$140K +602 +137%
CCM
449
Carlson Capital Management
Minnesota
$238K -$233 -1 -0.1%
TWM
450
Tradition Wealth Management
Minnesota
$236K – – –
16 17
18
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