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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 %
PI
426
PEAK6 Investments
Illinois
$445K +$232K +842 +108%
ASN
427
Advisory Services Network
Georgia
$444K -$6.32K -23 -1%
BSW
428
Buckingham Strategic Wealth
Missouri
$442K +$14.9K +54 +3%
FHA
429
First Horizon Advisors
Tennessee
$432K +$3.03K +11 +0.7%
SCM
430
Stevens Capital Management
Pennsylvania
$431K +$431K +1,569 New
EIP
431
Epoch Investment Partners
New York
$428K -$77K -280 -15%
FWM
432
Fonville Wealth Management
Virginia
$427K – – –
RWMH
433
Riverpoint Wealth Management Holdings
Illinois
$424K +$275 +1 +0.1%
PA
434
Profund Advisors
Maryland
$419K +$9.35K +34 +2%
CIA
435
Cladis Investment Advisory
Montana
$415K – – –
BBHC
436
Brown Brothers Harriman & Co
New York
$414K – – –
QI
437
Qtron Investments
Massachusetts
$414K -$211K -766 -34%
Vontobel Holding
438
Vontobel Holding
Switzerland
$408K – – –
BTI
439
Blue Trust Inc
Georgia
$406K +$119K +432 +41%
Cambridge Investment Research Advisors
440
Cambridge Investment Research Advisors
Iowa
$406K -$50.5K -184 -11%
RFC
441
Regions Financial Corp
Alabama
$405K +$27.8K +101 +7%
SCA
442
Snowden Capital Advisors
New York
$402K -$13K -47 -3%
HI
443
Horizon Investments
North Carolina
$393K -$5.5K -20 -1%
PCP
444
Proficio Capital Partners
Massachusetts
$389K +$3.85K +14 +1%
KPWS
445
Kestra Private Wealth Services
Texas
$387K +$49.5K +180 +15%
DC
446
Davenport & Co
Virginia
$375K – – –
RBCM
447
Raub Brock Capital Management
California
$371K – – –
AIM
448
Access Investment Management
Georgia
$369K +$1.38K +5 +0.4%
First Manhattan
449
First Manhattan
New York
$368K – – –
SP
450
Symmetry Partners
Connecticut
$365K +$365K +1,328 New
16 17
18
19 20