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Willis Towers Watson
WTW

Overview Fund Activity

647 hedge funds and large institutions have $24.6B invested in Willis Towers Watson in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 276 increasing their positions, 204 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
647
Holders Change
-12
Holders Change %
-1.82%
% of All Funds
9.41%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
60
Increased
276
Reduced
204
Closed
65
Calls
$86.5M
Puts
$41.9M
Net Calls
+$44.6M
Net Calls Change
+$5.48M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$453M
2
Goldman Sachs
Goldman Sachs
New York
$160M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$167M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$621M
5
Citadel Advisors
Citadel Advisors
Florida
$124M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.15B
2
UBS AM
UBS AM
Illinois
$58.6M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$11.7M
4
CCP
Clarkston Capital Partners
Michigan
$139M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RT
451
Rockland Trust
Massachusetts
$332K – – –
EWA
452
EP Wealth Advisors
California
$331K +$78.9K +301 +31%
AIM
453
Alhambra Investment Management
Florida
$330K – – –
Vontobel Holding
454
Vontobel Holding
Switzerland
$329K -$59.8K -228 -15%
PAG
455
Private Advisor Group
New Jersey
$329K -$8.65K -33 -3%
FCP
456
Fidelis Capital Partners
Florida
$327K +$22.9K +83 +8%
SPA
457
Sherbrooke Park Advisers
New York
$325K +$325K +1,241 New
RFC
458
Regions Financial Corp
Alabama
$325K -$60.6K -231 -16%
TAM
459
Trust Asset Management
Texas
$322K – – –
GI
460
GAMMA Investing
California
$322K +$135K +514 +72%
Northwestern Mutual Wealth Management
461
Northwestern Mutual Wealth Management
Wisconsin
$321K -$17K -65 -5%
Federated Hermes
462
Federated Hermes
Pennsylvania
$321K -$568K -2,168 -64%
MFA
463
Mayflower Financial Advisors
Massachusetts
$320K -$3.41K -13 -1%
Lido Advisors
464
Lido Advisors
California
$315K +$7.63K +29 +2%
CAS
465
CTC Alternative Strategies
Illinois
$314K +$314K +1,198 New
SFA
466
Sequoia Financial Advisors
Ohio
$312K +$12.3K +47 +4%
FFM
467
Forum Financial Management
Illinois
$301K +$524 +2 +0.2%
UCFA
468
United Capital Financial Advisors
Texas
$296K +$28K +107 +10%
MC
469
Machina Capital
France
$292K +$292K +1,113 New
CI
470
Cigna Investments
Connecticut
$289K – – –
OP
471
ORG Partners
Indiana
$288K +$288K +1,112 New
D.E. Shaw & Co
472
D.E. Shaw & Co
New York
$288K -$10.5M -40,003 -97%
CWM
473
Connecticut Wealth Management
Connecticut
$288K +$524 +2 +0.2%
LNWWM
474
Laird Norton Wetherby Wealth Management
California
$288K -$9.7K -37 -3%
SFI
475
Siemens Fonds Invest
Germany
$288K -$7.08K -27 -2%
17 18
19
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