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Willis Towers Watson
WTW

Overview Fund Activity

647 hedge funds and large institutions have $24.6B invested in Willis Towers Watson in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 276 increasing their positions, 204 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
647
Holders Change
-12
Holders Change %
-1.82%
% of All Funds
9.41%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
60
Increased
276
Reduced
204
Closed
65
Calls
$86.5M
Puts
$41.9M
Net Calls
+$44.6M
Net Calls Change
+$5.48M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$68.6M
2
Goldman Sachs
Goldman Sachs
New York
+$66.5M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$57.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$57.8M
5
Citadel Advisors
Citadel Advisors
Florida
+$51.5M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$259M
2
UBS AM
UBS AM
Illinois
-$89M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$53.2M
4
CCP
Clarkston Capital Partners
Michigan
-$42.7M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$40.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOW
526
State of Wyoming
Wyoming
$95.9K +$1.84K +7 +2%
DMBA
527
Deseret Mutual Benefit Administrators
Utah
$94.6K – – –
QL
528
Quarry LP
New York
$90.4K -$29.6K -113 -25%
WTA
529
Washington Trust Advisors
Massachusetts
$88.1K – – –
MPWT
530
MassMutual Private Wealth & Trust
Connecticut
$79.2K +$19.9K +76 +34%
QCG
531
Quadrant Capital Group
Ohio
$78.9K -$524 -2 -0.7%
AA
532
Alta Advisers
United Kingdom
$78.6K – – –
S
533
SignatureFD
Georgia
$71.9K -$97.1K -370 -57%
LI
534
LRI Investments
Florida
$71.7K +$16.5K +63 +30%
PTC
535
Private Trust Company
Ohio
$67.1K – – –
PFBT
536
Parkside Financial Bank & Trust
Missouri
$64.8K -$2.36K -9 -4%
CTC
537
Central Trust Company
Missouri
$63.7K -$18.6K -71 -23%
JFGIW
538
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$62.6K -$1.84K -7 -3%
GCM
539
Gables Capital Management
Florida
$59.5K – – –
BCMLT
540
Beacon Capital Management LLC (Tennessee)
Tennessee
$55.6K +$9.7K +37 +21%
NMG
541
New Millennium Group
Utah
$54.3K +$54.3K +207 New
FFA
542
Farther Finance Advisors
California
$50.4K +$6.23K +24 +14%
CAL
543
Capital Advisors Ltd
Ohio
$47K +$1.06K +4 +2%
HWA
544
Heritage Wealth Advisors
Virginia
$40.4K – – –
IRC
545
Investors Research Corp
Georgia
$39.6K – – –
LC
546
Lindbrook Capital
California
$39.3K – – –
CH
547
Cromwell Holdings
Wyoming
$38.9K +$38.9K +148 New
SAM
548
Smartleaf Asset Management
Massachusetts
$37.5K +$20.9K +79 +125%
HWA
549
HHM Wealth Advisors
Tennessee
$36.7K – – –
ANBT
550
American National Bank & Trust
Texas
$35.9K +$35.9K +137 New
20 21
22
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