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Willis Towers Watson

480 hedge funds and large institutions have $23B invested in Willis Towers Watson in 2019 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 168 increasing their positions, 150 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 35

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

14% more call options, than puts

Call options by funds: $34.5M | Put options by funds: $30.2M

12% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 150

5% more funds holding

Funds holding: 456480 (+24)

1% less capital invested

Capital invested by funds: $23.2B → $23B (-$118M)

0.99% less ownership

Funds ownership: 93.78%92.79% (-0.99%)

Holders
480
Holders Change
+24
Holders Change %
+5.26%
% of All Funds
10.53%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.35%
New
60
Increased
168
Reduced
150
Closed
35
Calls
$34.5M
Puts
$30.2M
Net Calls
+$4.32M
Net Calls Change
+$3.23M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
451
HM Payson & Co
Maine
$8K
SIAS
452
Shine Investment Advisory Services
Colorado
$8K
WAP
453
Wealthcare Advisory Partners
Pennsylvania
$8K
MAM
454
Meeder Asset Management
Ohio
$7K -$391 -2 -5%
BAMG
455
Brand Asset Management Group
Missouri
$7K
CI
456
CX Institutional
Indiana
$7K +$391 +2 +6%
AIC
457
Ameritas Investment Company
Nebraska
$7K +$7.03K +36 New
AA
458
Advisory Alpha
Michigan
$6.7K +$7.03K +36 New
BFEC
459
Benjamin F. Edwards & Company
Missouri
$6K
TAIM
460
TD Ameritrade Investment Management
Nebraska
$6K +$2.34K +12 +67%
MPWT
461
MassMutual Private Wealth & Trust
Connecticut
$6K +$2.54K +13 +76%
WPA
462
West Paces Advisors
Georgia
$5.98K
BCI
463
Brinker Capital Investments
Pennsylvania
$5K
IAS
464
IMA Advisory Services
Colorado
$5K
CFGS
465
Concourse Financial Group Securities
Alabama
$4K -$7.03K -36 -64%
IFAM
466
Institutional & Family Asset Management
Colorado
$4K
WTC
467
WhitTier Trust Company
Nevada
$4K
GWS
468
Glassman Wealth Services
Virginia
$3K
VCM
469
Versant Capital Management
Arizona
$3K
HNB
470
Huntington National Bank
Ohio
$3K +$3.52K +18 +1,800%
GWAG
471
Garrett Wealth Advisory Group
Texas
$2.7K +$2.73K +14 New
GAM
472
Gemmer Asset Management
California
$2K
WCG
473
Weaver Consulting Group
California
$2K
PWP
474
Personal Wealth Partners
Minnesota
$2K +$1.56K +8 New
EIP
475
Ellis Investment Partners
Pennsylvania
$2K +$2.73K +14 New