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Willis Towers Watson
WTW

Overview Fund Activity

665 hedge funds and large institutions have $27.1B invested in Willis Towers Watson in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 258 increasing their positions, 232 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+18
Holders Change %
+2.78%
% of All Funds
9.62%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
69
Increased
258
Reduced
232
Closed
45
Calls
$83M
Puts
$31.6M
Net Calls
+$51.4M
Net Calls Change
+$6.85M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$463M
2
UBS AM
UBS AM
Illinois
+$183M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$147M
4
Ameriprise
Ameriprise
Minnesota
+$86.1M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$46.9M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$207M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$166M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$133M
4
BIP
Brandes Investment Partners
California
-$97.2M
5
Harris Associates
Harris Associates
Illinois
-$93.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
526
Mather Group
Illinois
$179K +$22.7K +77 +15%
BIG
527
Brooklyn Investment Group
New York
$164K +$164K +558 New
IA
528
IFP Advisors
Florida
$150K – – –
PA
529
Parallel Advisors
California
$149K +$2.95K +10 +2%
JFA
530
JNBA Financial Advisors
Minnesota
$147K -$22.1K -75 -13%
WBC
531
Westpac Banking Corp
Australia
$146K -$17.4K -59 -11%
PCM
532
Penserra Capital Management
California
$143K +$1.46K +5 +1%
UB
533
UMB Bank
Missouri
$139K +$7.66K +26 +6%
PP
534
PFS Partners
New Jersey
$135K – – –
EWA
535
EverSource Wealth Advisors
Alabama
$134K -$38K -129 -22%
SIM
536
Sentry Investment Management
Wisconsin
$134K – – –
DIP
537
DT Investment Partners
Pennsylvania
$133K +$9.72K +33 +8%
GJWM
538
Gilliland Jeter Wealth Management
Arkansas
$133K – – –
NS
539
NBC Securities
Alabama
$129K -$250K -849 -66%
Jones Financial Companies
540
Jones Financial Companies
Missouri
$118K +$81.2K +277 +223%
AF
541
Allworth Financial
California
$108K -$38.6K -131 -26%
DMBA
542
Deseret Mutual Benefit Administrators
Utah
$102K -$3.83K -13 -4%
SAM
543
Smartleaf Asset Management
Massachusetts
$99.9K +$58.3K +199 +140%
JFGIW
544
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$99.8K +$29.5K +100 +42%
WTA
545
Washington Trust Advisors
Massachusetts
$99K – – –
AA
546
Ancora Advisors
Ohio
$88.7K +$56.3K +191 +174%
QCG
547
Quadrant Capital Group
Ohio
$88.4K -$295 -1 -0.3%
AA
548
Alta Advisers
United Kingdom
$88.4K – – –
MPWT
549
MassMutual Private Wealth & Trust
Connecticut
$88.1K -$884 -3 -1%
PTC
550
Private Trust Company
Ohio
$75.4K – – –
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