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Willis Towers Watson
WTW

Overview Fund Activity

665 hedge funds and large institutions have $27.1B invested in Willis Towers Watson in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 258 increasing their positions, 232 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+18
Holders Change %
+2.78%
% of All Funds
9.62%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
69
Increased
258
Reduced
232
Closed
45
Calls
$83M
Puts
$31.6M
Net Calls
+$51.4M
Net Calls Change
+$6.85M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$463M
2
UBS AM
UBS AM
Illinois
$249M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$147M
4
Ameriprise
Ameriprise
Minnesota
$186M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$235M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.21B
2
Bank of New York Mellon
Bank of New York Mellon
New York
$343M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$41.1M
4
BIP
Brandes Investment Partners
California
$79.1M
5
Harris Associates
Harris Associates
Illinois
$1.05B
Name Holding Trade Value Shares
Change 		Shares
Change %
RBCM
451
Raub Brock Capital Management
California
$398K – – –
HAG
452
HighPoint Advisor Group
Illinois
$397K +$28.7K +96 +8%
PCP
453
Proficio Capital Partners
Massachusetts
$396K -$23.9K -81 -6%
SCTC
454
Sanibel Captiva Trust Company
Florida
$389K – – –
Vontobel Holding
455
Vontobel Holding
Switzerland
$386K +$16.2K +55 +4%
BJL
456
Brighton Jones LLC
Washington
$385K -$77.5K -263 -17%
Lido Advisors
457
Lido Advisors
California
$381K +$28K +95 +8%
CFO
458
Callan Family Office
Pennsylvania
$378K +$2.06K +7 +0.5%
RT
459
Rockland Trust
Massachusetts
$373K – – –
CG
460
Caprock Group
Idaho
$372K +$68.8K +233 +23%
AIM
461
Alhambra Investment Management
Florida
$371K – – –
SSWM
462
Sheets Smith Wealth Management
North Carolina
$370K +$370K +1,255 New
CPIG
463
Chicago Partners Investment Group
Illinois
$367K -$4.96K -17 -1%
FTWA
464
Fifth Third Wealth Advisors
Ohio
$364K -$40.1K -136 -10%
TAM
465
Trust Asset Management
Texas
$361K – – –
UCFA
466
United Capital Financial Advisors
Texas
$360K +$27.7K +94 +8%
FCP
467
Fidelis Capital Partners
Florida
$357K +$10.8K +37 +3%
RFC
468
Regions Financial Corp
Alabama
$356K -$9.13K -31 -3%
PAG
469
Private Advisor Group
New Jersey
$353K -$15.9K -54 -4%
MPM
470
MBB Public Markets
Illinois
$345K -$1.65M -5,616 -83%
Cohen & Steers
471
Cohen & Steers
New York
$344K +$48.3K +164 +16%
FFM
472
Forum Financial Management
Illinois
$340K +$884 +3 +0.3%
DFCM
473
Dark Forest Capital Management
Puerto Rico
$336K +$336K +1,140 New
MFA
474
Mayflower Financial Advisors
Massachusetts
$331K -$28.9K -98 -8%
GS
475
GTS Securities
New York
$330K -$270K -917 -45%
17 18
19
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