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Willis Towers Watson
WTW

Overview Fund Activity

595 hedge funds and large institutions have $24.5B invested in Willis Towers Watson in 2022 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 185 increasing their positions, 230 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
+33
Holders Change %
+5.87%
% of All Funds
9.6%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.34%
New
85
Increased
185
Reduced
230
Closed
39
Calls
$75.5M
Puts
$48.3M
Net Calls
+$27.3M
Net Calls Change
+$14M

Top Buyers

1
Invesco
1
Invesco
Georgia
$511M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$131M
3
American Century Companies
3
American Century Companies
Missouri
$119M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$169M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$60.3M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$54.2M
2
CVA
2
Ceredex Value Advisors
Florida
$122M
3
SV
3
Starboard Value
New York
$471M
4
ACM
4
Abrams Capital Management
Massachusetts
$197M
5
Franklin Resources
5
Franklin Resources
California
$510M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
551
SJS Investment Consulting
Ohio
$4.16K +$978 +4 +31%
JWM
552
Janiczek Wealth Management
Colorado
$4.08K – – –
WPA
553
West Paces Advisors
Georgia
$3.67K – – –
VCM
554
Versant Capital Management
Arizona
$3.42K – – –
DI
555
Disciplined Investments
Oklahoma
$3.42K +$734 +3 +27%
AWM
556
Abound Wealth Management
Tennessee
$3.18K +$1.71K +7 +117%
SWA
557
Sutton Wealth Advisors
Florida
$3.18K – – –
BHWM
558
Beaird Harris Wealth Management
Texas
$3.18K +$3.18K +13 New
Loomis, Sayles & Company
559
Loomis, Sayles & Company
Massachusetts
$3K +$1.15K +5 +63%
PPC
560
Park Place Capital
Alabama
$3K +$3K +11 New
SFG
561
Steward Financial Group
Texas
$3K +$3K +15 New
MA
562
MCF Advisors
Kentucky
$2.69K – – –
MPCL
563
My Personal CFO LLC
Washington
$2.45K +$2.45K +10 New
BCWM
564
Bartlett & Co Wealth Management
Ohio
$2.21K – – –
GRP
565
Global Retirement Partners
California
$2.2K -$734 -3 -25%
TF
566
Tompkins Financial
New York
$2K – – –
BC
567
Bartlett & Co
Ohio
$2K – – –
ANBT
568
American National Bank & Trust
Texas
$2K – – –
PB
569
Pinnacle Bancorp
Nebraska
$2K +$600 +3 +43%
SWA
570
SOA Wealth Advisors
New York
$1.96K – – –
EBA
571
Eagle Bay Advisors
New York
$1.96K – – –
HCM
572
Hollencrest Capital Management
California
$1.96K +$1.96K +8 New
OLVIG
573
Oliver Lagore Vanvalin Investment Group
Michigan
$1.71K -$734 -3 -30%
HWP
574
Highline Wealth Partners
California
$1.71K – – –
CP
575
Castleview Partners
Texas
$1.47K -$245 -1 -14%
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