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Willis Towers Watson
WTW

Overview Fund Activity

659 hedge funds and large institutions have $26B invested in Willis Towers Watson in 2024 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 226 increasing their positions, 236 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+34
Holders Change %
+5.44%
% of All Funds
9.55%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
87
Increased
226
Reduced
236
Closed
47
Calls
$91.6M
Puts
$52.5M
Net Calls
+$39.1M
Net Calls Change
-$29.2M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$115M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$96.3M
3
SCM
Sahana Capital Management
Connecticut
+$66M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$58.9M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$47.6M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$263M
2
Morgan Stanley
Morgan Stanley
New York
-$200M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$128M
4
AGA
Altrinsic Global Advisors
Connecticut
-$75.7M
5
BlackRock
BlackRock
New York
-$67M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
526
JNBA Financial Advisors
Minnesota
$179K -$24.8K -90 -12%
S
527
SignatureFD
Georgia
$177K +$83.9K +305 +90%
SIM
528
Sentry Investment Management
Wisconsin
$151K – – –
EWA
529
EverSource Wealth Advisors
Alabama
$146K +$6.53K +26 +5%
PA
530
Parallel Advisors
California
$136K -$825 -3 -0.6%
PCM
531
Penserra Capital Management
California
$133K -$124K -454 -48%
QL
532
Quarry LP
New York
$126K +$102K +371 +426%
PP
533
PFS Partners
New Jersey
$126K – – –
GJWM
534
Gilliland Jeter Wealth Management
Arkansas
$124K +$124K +450 New
MG
535
Mather Group
Illinois
$119K +$119K +495 New
AF
536
Allworth Financial
California
$117K +$32.7K +119 +39%
UB
537
UMB Bank
Missouri
$106K +$550 +2 +0.5%
DMBA
538
Deseret Mutual Benefit Administrators
Utah
$99.3K – – –
SOW
539
State of Wyoming
Wyoming
$98.7K +$98.7K +359 New
WTA
540
Washington Trust Advisors
Massachusetts
$92.4K -$550 -2 -0.6%
CTC
541
Central Trust Company
Missouri
$86.4K -$36.6K -133 -30%
QCG
542
Quadrant Capital Group
Ohio
$83.3K -$6.33K -23 -7%
AA
543
Alta Advisers
United Kingdom
$82.5K – – –
CFM
544
Catalyst Funds Management
Australia
$82.5K +$82.5K +300 New
CA
545
Clearstead Advisors
Ohio
$78.9K +$67K +264 +562%
PTC
546
Private Trust Company
Ohio
$70.4K -$1.38K -5 -2%
PFBT
547
Parkside Financial Bank & Trust
Missouri
$70.4K +$1.93K +7 +3%
HFM
548
Harvest Fund Management
China
$70K +$70K +255 New
DIP
549
DT Investment Partners
Pennsylvania
$68.2K – – –
JFGIW
550
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$67.6K -$111K -403 -62%
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