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Willis Towers Watson
WTW

Overview Fund Activity

481 hedge funds and large institutions have $20.1B invested in Willis Towers Watson in 2020 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 182 increasing their positions, 168 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
481
Holders Change
-8
Holders Change %
-1.64%
% of All Funds
10.63%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.35%
New
70
Increased
182
Reduced
168
Closed
71
Calls
$47.9M
Puts
$11.8M
Net Calls
+$36.2M
Net Calls Change
+$39.4M

Top Buyers

1
Citigroup
Citigroup
New York
+$456M
2
MF
Magnetar Financial
Illinois
+$172M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$126M
4
UBS AM
UBS AM
Illinois
+$108M
5
Capital World Investors
Capital World Investors
California
+$87M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$354M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$272M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$271M
4
LP
Longview Partners
Guernsey
-$194M
5
Citadel Advisors
Citadel Advisors
Florida
-$176M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIA
451
Harbor Investment Advisory
Maryland
$7K – – –
WAP
452
Wealthcare Advisory Partners
Pennsylvania
$7K – – –
CCA
453
Column Capital Advisors
Indiana
$7K +$7K +39 New
TCOV
454
Trust Company of Vermont
Vermont
$5K -$2.41K -14 -33%
BFEC
455
Benjamin F. Edwards & Company
Missouri
$5K -$690 -4 -12%
IFAM
456
Institutional & Family Asset Management
Colorado
$5K +$1.07K +6 +27%
VCM
457
Versant Capital Management
Arizona
$5K +$2.94K +20 +143%
VFA
458
Valeo Financial Advisors
Indiana
$5K +$5K +27 New
AA
459
Advisory Alpha
Michigan
$4.78K – – –
IAS
460
IMA Advisory Services
Colorado
$4K – – –
GWS
461
Glassman Wealth Services
Virginia
$4K +$833 +5 +26%
GAM
462
Gemmer Asset Management
California
$4K +$2.55K +14 +175%
EW
463
Evoke Wealth
California
$3.26K -$4.8K -28 -60%
WTC
464
WhitTier Trust Company
Nevada
$3K – – –
BL
465
Balentine LLC
Georgia
$3K +$2.4K +12 +400%
CIM
466
Contravisory Investment Management
Massachusetts
$3K +$3K +19 New
CI
467
CX Institutional
Indiana
$2K -$5.56K -25 -74%
CFGS
468
Concourse Financial Group Securities
Alabama
$2K -$1.08K -7 -35%
HWM
469
HighMark Wealth Management
Minnesota
$2K -$933 -7 -32%
HNB
470
Huntington National Bank
Ohio
$2K – – –
EIP
471
Ellis Investment Partners
Pennsylvania
$2K – – –
WCG
472
Weaver Consulting Group
California
$2K – – –
M
473
MOTCO
Texas
$2K +$2K +9 New
DWM
474
Darwin Wealth Management
Florida
$2K +$2K +13 New
AWA
475
Arkadios Wealth Advisors
Georgia
$1.19K -$340 -2 -22%
17 18
19
20 21