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Willis Towers Watson

579 hedge funds and large institutions have $22.8B invested in Willis Towers Watson in 2023 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 181 increasing their positions, 240 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $64.8M | Put options by funds: $32.7M

0% less capital invested

Capital invested by funds: $22.9B → $22.8B (-$50.2M)

2.74% less ownership

Funds ownership: 94.06%91.32% (-2.7%)

4% less funds holding

Funds holding: 606579 (-27)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

25% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 240

38% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 68

Holders
579
Holders Change
-27
Holders Change %
-4.46%
% of All Funds
9.09%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
42
Increased
181
Reduced
240
Closed
68
Calls
$64.8M
Puts
$32.7M
Net Calls
+$32.2M
Net Calls Change
+$22.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BSW
451
Buckingham Strategic Wealth
Missouri
$215K -$66.8K -290 -24%
CCM
452
Copeland Capital Management
Pennsylvania
$209K -$9.68K -42 -5%
EST
453
EA Series Trust
Pennsylvania
$204K +$200K +868 New
EF
454
Empowered Funds
Pennsylvania
$204K +$200K +868 New
SWM
455
Seed Wealth Management
Illinois
$200K +$196K +850 New
CIA
456
Citadel Investment Advisory
Ohio
$195K
SOW
457
State of Wyoming
Wyoming
$185K +$78.8K +342 +77%
JFA
458
JNBA Financial Advisors
Minnesota
$183K -$5.76K -25 -3%
SIM
459
Sentry Investment Management
Wisconsin
$166K
VSQM
460
V-Square Quantitative Management
Illinois
$155K +$152K +660 New
DGAM
461
Desjardins Global Asset Management
Quebec, Canada
$154K +$36.2K +157 +32%
GCM
462
Gladius Capital Management
Illinois
$142K +$6.91K +30 +5%
GRP
463
Global Retirement Partners
California
$138K
EWA
464
EverSource Wealth Advisors
Alabama
$116K -$461 -2 -0.4%
DMBA
465
Deseret Mutual Benefit Administrators
Utah
$111K
PP
466
PFS Partners
New Jersey
$108K
FFL
467
Financial Freedom LLC
Ohio
$95.2K +$230 +1 +0.2%
S
468
SignatureFD
Georgia
$87.1K -$13.6K -59 -14%
QCG
469
Quadrant Capital Group
Ohio
$82.4K -$7.61K -33 -9%
LFA
470
Level Financial Advisors
New York
$80.8K -$25.8K -112 -25%
WTA
471
Washington Trust Advisors
Massachusetts
$79.6K
Acadian Asset Management
472
Acadian Asset Management
Massachusetts
$79K -$475K -2,062 -86%
AP
473
Arlington Partners
Alabama
$74.4K +$72.8K +316 New
AA
474
Alta Advisers
United Kingdom
$70.7K
NMG
475
New Millennium Group
Utah
$67.7K +$230 +1 +0.3%