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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
BAAM
501
Baker Avenue Asset Management
California
$19.1K -$2.07K -9 -10%
GIA
502
GHP Investment Advisors
Colorado
$18.3K -$29.5K -128 -59%
HCM
503
Highlander Capital Management
New Jersey
$18K
BCMLT
504
Beacon Capital Management LLC (Tennessee)
Tennessee
$17.4K
HCP
505
Hexagon Capital Partners
Arkansas
$17K -$11.3K -49 -40%
GEA
506
Glen Eagle Advisors
New Jersey
$16.8K
EARNEST Partners
507
EARNEST Partners
Georgia
$15.8K
MCM
508
MV Capital Management
Maryland
$15.8K +$1.84K +8 +14%
NIC
509
Northwest Investment Counselors
Oregon
$15.5K
RTC
510
Riverview Trust Company
Washington
$15.1K
ZB
511
Zions Bancorporation
Utah
$14.1K
CAC
512
Core Alternative Capital
Georgia
$13.9K +$1.61K +7 +13%
DIP
513
DT Investment Partners
Pennsylvania
$13.8K
SF
514
Safeguard Financial
Wisconsin
$13K +$12.9K +56 New
UB
515
UMB Bank
Missouri
$12.2K +$230 +1 +2%
C
516
Covestor
United Kingdom
$12K
AT
517
Avalon Trust
New Mexico
$11.8K
SC
518
SouthState Corp
Florida
$11.8K
JWA
519
JFS Wealth Advisors
Pennsylvania
$11.5K -$922 -4 -8%
FA
520
Fiduciary Alliance
South Carolina
$11.1K +$10.8K +47 New
AFS
521
Annapolis Financial Services
Maryland
$9.66K
GKIM
522
GW&K Investment Management
Massachusetts
$9K +$9.22K +40 New
SVCP
523
Silicon Valley Capital Partners
California
$7.77K +$7.61K +33 New
QC
524
Quent Capital
New York
$7.1K
AF
525
Advisornet Financial
Minnesota
$6.83K -$3K -13 -31%