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Willis Towers Watson
WTW

Overview Fund Activity

595 hedge funds and large institutions have $24.5B invested in Willis Towers Watson in 2022 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 185 increasing their positions, 230 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
+33
Holders Change %
+5.87%
% of All Funds
9.6%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.34%
New
85
Increased
185
Reduced
230
Closed
39
Calls
$75.5M
Puts
$48.3M
Net Calls
+$27.3M
Net Calls Change
+$14M

Top Buyers

1
Invesco
Invesco
Georgia
$511M
2
Aberdeen Group
Aberdeen Group
United Kingdom
$131M
3
American Century Companies
American Century Companies
Missouri
$119M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$169M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$60.3M

Top Sellers

1
Barclays
Barclays
United Kingdom
$54.2M
2
CVA
Ceredex Value Advisors
Florida
$122M
3
SV
Starboard Value
New York
$471M
4
ACM
Abrams Capital Management
Massachusetts
$197M
5
Franklin Resources
Franklin Resources
California
$510M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCP
501
Hexagon Capital Partners
Arkansas
$31.6K +$2.2K +9 +8%
CFG
502
CKW Financial Group
Hawaii
$29K +$244 +1 +0.8%
BAM
503
Belpointe Asset Management
Nevada
$28.1K +$28.1K +115 New
RFA
504
Resurgent Financial Advisors
Georgia
$27.1K +$27.1K +111 New
SSG
505
Summit Securities Group
New York
$27K -$7.18K -29 -21%
ETH
506
Exos TFP Holdings
New York
$25.9K +$25.9K +106 New
CT
507
Cambridge Trust
Massachusetts
$24K -$1.2K -5 -5%
AF
508
Allworth Financial
California
$24K – – –
FMII
509
Farmers & Merchants Investments Inc
Nebraska
$23.7K – – –
HIA
510
Harbor Investment Advisory
Maryland
$22.7K – – –
BIA
511
Bell Investment Advisors
California
$21K +$1.71K +7 +9%
CWM
512
Compass Wealth Management
Connecticut
$20.8K +$20.8K +85 New
TCOV
513
Trust Company of Vermont
Vermont
$20.5K – – –
BAAM
514
Baker Avenue Asset Management
California
$19.8K +$19.8K +81 New
ZB
515
Zions Bancorporation
Utah
$19.3K +$8.81K +36 +84%
TWC
516
TD Waterhouse Canada
Ontario, Canada
$18.9K +$15.9K +65 +542%
GEA
517
Glen Eagle Advisors
New Jersey
$18.2K +$1.7K +7 +10%
BCMLT
518
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.1K – – –
HCM
519
Highlander Capital Management
New Jersey
$18K – – –
EARNEST Partners
520
EARNEST Partners
Georgia
$16.4K – – –
NIC
521
Northwest Investment Counselors
Oregon
$16.1K – – –
RTC
522
Riverview Trust Company
Washington
$16K – – –
DIP
523
DT Investment Partners
Pennsylvania
$15.9K – – –
MCM
524
MV Capital Management
Maryland
$14.9K +$2.94K +12 +24%
JWA
525
JFS Wealth Advisors
Pennsylvania
$13.9K +$1.71K +7 +14%
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