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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
PTC
476
Private Trust Company
Ohio
$61.9K -$1.15K -5 -2%
TWM
477
Tradition Wealth Management
Minnesota
$60K -$176K -763 -75%
IA
478
IFP Advisors
Florida
$58.6K +$1.38K +6 +2%
WTG
479
West Tower Group
Virginia
$58.4K +$57.1K +248 New
BTI
480
Blue Trust Inc
Georgia
$54K -$324K -1,404 -86%
GCM
481
Gables Capital Management
Florida
$53.5K
PFBT
482
Parkside Financial Bank & Trust
Missouri
$51.3K -$691 -3 -1%
CAL
483
Capital Advisors Ltd
Ohio
$41K +$39.6K +172 New
Point72 Asset Management
484
Point72 Asset Management
Connecticut
$39.1K -$400K -1,734 -91%
BWL
485
Bogart Wealth LLC
Virginia
$38.6K
LC
486
Lindbrook Capital
California
$37.9K -$2.3K -10 -6%
HWA
487
Heritage Wealth Advisors
Virginia
$36.3K +$6.22K +27 +21%
IRC
488
Investors Research Corp
Georgia
$35.6K
SSG
489
Summit Securities Group
New York
$32K -$16.8K -73 -35%
MPWT
490
MassMutual Private Wealth & Trust
Connecticut
$30.9K +$12.2K +53 +68%
CFG
491
CKW Financial Group
Hawaii
$28K
SWM
492
Spire Wealth Management
Virginia
$23.9K +$6.22K +27 +36%
AF
493
Allworth Financial
California
$23.8K
CT
494
Cambridge Trust
Massachusetts
$23.6K
Simplex Trading
495
Simplex Trading
Illinois
$23K +$22.6K +98 New
FMII
496
Farmers & Merchants Investments Inc
Nebraska
$22.8K
FFA
497
Farther Finance Advisors
California
$22.6K +$3.46K +15 +19%
HIA
498
Harbor Investment Advisory
Maryland
$22.4K +$461 +2 +2%
BIA
499
Bell Investment Advisors
California
$22.1K +$1.15K +5 +6%
TCOV
500
Trust Company of Vermont
Vermont
$19.8K