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Willis Towers Watson
WTW

Overview Fund Activity

595 hedge funds and large institutions have $24.5B invested in Willis Towers Watson in 2022 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 185 increasing their positions, 230 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
+33
Holders Change %
+5.87%
% of All Funds
9.6%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.34%
New
85
Increased
185
Reduced
230
Closed
39
Calls
$75.5M
Puts
$48.3M
Net Calls
+$27.3M
Net Calls Change
+$14M

Top Buyers

1
Invesco
1
Invesco
Georgia
$511M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$131M
3
American Century Companies
3
American Century Companies
Missouri
$119M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$169M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$60.3M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$54.2M
2
CVA
2
Ceredex Value Advisors
Florida
$122M
3
SV
3
Starboard Value
New York
$471M
4
ACM
4
Abrams Capital Management
Massachusetts
$197M
5
Franklin Resources
5
Franklin Resources
California
$510M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFM
451
Forum Financial Management
Illinois
$230K +$230K +941 New
LTI
452
Laffer Tengler Investments
Tennessee
$223K +$223K +913 New
JFA
453
JNBA Financial Advisors
Minnesota
$220K – – –
CANY
454
Caxton Associates (New York)
New York
$219K +$219K +897 New
ERIC
455
Eagle Rock Investment Company
Georgia
$216K -$40.9K -159 -16%
IC
456
Inscription Capital
Texas
$215K +$215K +881 New
PWPS
457
Pinnacle Wealth Planning Services
Ohio
$208K +$208K +851 New
SWM
458
Seed Wealth Management
Illinois
$208K +$208K +850 New
RDWM
459
Red Door Wealth Management
Tennessee
$207K +$207K +847 New
PFM
460
Patton Fund Management
Texas
$207K +$207K +845 New
BTI
461
Blue Trust Inc
Georgia
$205K +$104K +518 +103%
RIL
462
Rothschild Investment LLC
Illinois
$203K +$203K +832 New
CIA
463
Citadel Investment Advisory
Ohio
$202K +$202K +826 New
OWP
464
Obermeyer Wealth Partners
Colorado
$200K +$200K +819 New
NA
465
NewEdge Advisors
Louisiana
$189K +$189K +813 New
SG Americas Securities
466
SG Americas Securities
New York
$180K -$109K -444 -38%
USCWA
467
U.S. Capital Wealth Advisors
Texas
$179K +$179K +731 New
Federated Hermes
468
Federated Hermes
Pennsylvania
$165K +$2.2K +9 +1%
Dimensional Fund Advisors
469
Dimensional Fund Advisors
Texas
$142K -$5.13K -20,965 -3%
MIM
470
Meridiem Investment Management
United Kingdom
$138K – – –
S
471
SignatureFD
Georgia
$132K -$3.42K -14 -3%
GCM
472
Gladius Capital Management
Illinois
$131K -$7.34K -30 -5%
APP
473
Alpha Paradigm Partners
Illinois
$127K – – –
EWA
474
EverSource Wealth Advisors
Alabama
$123K -$734 -3 -0.6%
EI
475
Ellevest Inc
New York
$120K +$29.8K +122 +33%
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