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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
MFT
526
Moisand Fitzgerald Tamayo
Florida
$6.59K
AWM
527
Abound Wealth Management
Tennessee
$6.36K +$1.15K +5 +23%
FCAG
528
First Capital Advisors Group
New Jersey
$6.36K +$6.22K +27 New
PWMG
529
Prestige Wealth Management Group
New Jersey
$6.15K -$461 -2 -7%
CFO
530
CVA Family Office
Colorado
$6.12K +$3.69K +16 +160%
FMP
531
Financial Management Professionals
Texas
$6K
ST
532
Smithfield Trust
Pennsylvania
$6K
VAG
533
VisionPoint Advisory Group
Texas
$5.42K +$5.3K +23 New
IFAM
534
Institutional & Family Asset Management
Colorado
$5.18K
CT
535
Colonial Trust
South Carolina
$4.88K
TWC
536
TD Waterhouse Canada
Ontario, Canada
$4.7K +$1.38K +6 +50%
HPC
537
HM Payson & Co
Maine
$4.24K
Kayne Anderson Rudnick Investment Management
538
Kayne Anderson Rudnick Investment Management
California
$4.24K +$4.15K +18 New
WT
539
Washington Trust
Rhode Island
$4K +$691 +3 +21%
JWM
540
Janiczek Wealth Management
Colorado
$3.53K
SIC
541
SJS Investment Consulting
Ohio
$3.53K -$461 -2 -12%
WPA
542
West Paces Advisors
Georgia
$3.53K
PB
543
Pinnacle Bancorp
Nebraska
$3.53K +$1.15K +5 +50%
VCM
544
Versant Capital Management
Arizona
$3.3K
M
545
MOTCO
Texas
$3.06K +$3K +13 New
DI
546
Disciplined Investments
Oklahoma
$2.83K -$230 -1 -8%
MA
547
MCF Advisors
Kentucky
$2.59K
PPC
548
Park Place Capital
Alabama
$2.59K
CFGS
549
Concourse Financial Group Securities
Alabama
$2.36K +$1.15K +5 +100%
BCWM
550
Bartlett & Co Wealth Management
Ohio
$2.13K