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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 %
SCTC
451
Sanibel Captiva Trust Company
Florida
$363K +$2.2K +8 +0.6%
CAL
452
Capital Analysts LLC
Pennsylvania
$362K – – –
Northwestern Mutual Wealth Management
453
Northwestern Mutual Wealth Management
Wisconsin
$355K -$116K -420 -25%
PAG
454
Private Advisor Group
New Jersey
$354K -$20.6K -75 -6%
BFEC
455
Benjamin F. Edwards & Company
Missouri
$353K +$55.8K +203 +19%
BJL
456
Brighton Jones LLC
Washington
$348K +$9.08K +33 +3%
RT
457
Rockland Trust
Massachusetts
$348K – – –
AIM
458
Alhambra Investment Management
Florida
$347K – – –
MFA
459
Mayflower Financial Advisors
Massachusetts
$339K +$1.65K +6 +0.5%
BC
460
Bridgefront Capital
Texas
$339K +$339K +1,234 New
TAM
461
Trust Asset Management
Texas
$337K – – –
CPIG
462
Chicago Partners Investment Group
Illinois
$334K -$9.76K -37 -3%
Lido Advisors
463
Lido Advisors
California
$322K +$7.72K +28 +2%
FFM
464
Forum Financial Management
Illinois
$316K – – –
PRC
465
Pearl River Capital
Michigan
$315K +$315K +1,145 New
STA
466
Summit Trail Advisors
New York
$314K +$77.8K +282 +33%
SFA
467
Sequoia Financial Advisors
Ohio
$314K -$151K -548 -32%
GT
468
Glenmede Trust
Pennsylvania
$314K +$4.13K +15 +1%
LNWWM
469
Laird Norton Wetherby Wealth Management
California
$312K -$1.1K -4 -0.4%
MFWP
470
Mosaic Family Wealth Partners
Missouri
$312K +$312K +1,135 New
NS
471
NBC Securities
Alabama
$312K -$52.5K -185 -14%
SFI
472
Siemens Fonds Invest
Germany
$309K -$20.6K -75 -6%
HAG
473
HighPoint Advisor Group
Illinois
$307K +$6.09K +24 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
474
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$305K -$8.34M -30,345 -96%
FCP
475
Fidelis Capital Partners
Florida
$303K +$1.38K +5 +0.5%
17 18
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