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Willis Towers Watson

548 hedge funds and large institutions have $24.8B invested in Willis Towers Watson in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 186 increasing their positions, 219 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $34.9M | Put options by funds: $31.3M

2.46% less ownership

Funds ownership: 91.58%89.13% (-2.5%)

6% less funds holding

Funds holding: 580548 (-32)

8% less capital invested

Capital invested by funds: $27.1B → $24.8B (-$2.3B)

15% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 219

27% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 93

42% less funds holding in top 10

Funds holding in top 10: 3118 (-13)

Holders
548
Holders Change
-32
Holders Change %
-5.52%
% of All Funds
8.64%
Holding in Top 10
18
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-41.94%
% of All Funds
0.28%
New
68
Increased
186
Reduced
219
Closed
93
Calls
$34.9M
Puts
$31.3M
Net Calls
+$3.63M
Net Calls Change
-$55.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
476
Cambridge Trust
Massachusetts
$24K -$9.39K -41 -29%
RP
477
Repertoire Partners
New York
$24K
RTC
478
Riverview Trust Company
Washington
$24K +$23.4K +102 New
EI
479
Ellevest Inc
New York
$22K -$7.56K -33 -26%
HIA
480
Harbor Investment Advisory
Maryland
$22K
FMII
481
Farmers & Merchants Investments Inc
Nebraska
$20K
CCM
482
Cribstone Capital Management
Maine
$18K
HCM
483
Highlander Capital Management
New Jersey
$18K
JWA
484
JFS Wealth Advisors
Pennsylvania
$18K +$13.5K +59 +369%
SFG
485
Steward Financial Group
Texas
$18K +$17.9K +78 New
SWA
486
SOA Wealth Advisors
New York
$17K
BCMLT
487
Beacon Capital Management LLC (Tennessee)
Tennessee
$17K +$16.9K +74 New
EARNEST Partners
488
EARNEST Partners
Georgia
$16K
NIC
489
Northwest Investment Counselors
Oregon
$16K
ZB
490
Zions Bancorporation
Utah
$16K +$458 +2 +3%
TFM
491
TFC Financial Management
Massachusetts
$15K
JWM
492
Janiczek Wealth Management
Colorado
$14K -$687 -3 -5%
TFO
493
Tarbox Family Office
California
$14K
TWA
494
TCI Wealth Advisors
Arizona
$14K +$229 +1 +2%
UB
495
UMB Bank
Missouri
$13K -$121K -530 -90%
SWM
496
Spire Wealth Management
Virginia
$13K -$10.5K -46 -46%
MGIM
497
M&G Investment Management
United Kingdom
$12.2K +$3.48M +15,182 +42%
FF
498
FourThought Financial
Florida
$12K
SC
499
SouthState Corp
Florida
$12K
SSG
500
Summit Securities Group
New York
$12K +$11.4K +50 New