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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
SWA
551
Sutton Wealth Advisors
Florida
$2.12K
TF
552
Tompkins Financial
New York
$2.12K
BC
553
Bartlett & Co
Ohio
$2K
AW
554
Avion Wealth
Texas
$2K +$922 +4 +80%
EBA
555
Eagle Bay Advisors
New York
$1.88K
HCM
556
Hollencrest Capital Management
California
$1.88K
SSB
557
Sandy Spring Bank
Maryland
$1.88K
SWA
558
SOA Wealth Advisors
New York
$1.88K
IPW
559
Impact Partnership Wealth
Georgia
$1.88K +$1.84K +8 New
HWP
560
Highline Wealth Partners
California
$1.65K
OLVIG
561
Oliver Lagore Vanvalin Investment Group
Michigan
$1.65K
CP
562
Castleview Partners
Texas
$1.65K +$230 +1 +17%
HI
563
Harbour Investments
Wisconsin
$1.65K +$1.38K +6 +600%
AAP
564
Arax Advisory Partners
Colorado
$1.41K
NSG
565
Nalls Sherbakoff Group
Tennessee
$1.31K
NA
566
NewEdge Advisors
Louisiana
$1.18K -$12.2K -53 -91%
MCM
567
Manchester Capital Management
Vermont
$1.18K
NSIM
568
North Star Investment Management
Illinois
$1.18K
WWM
569
Wolff Wiese Magana
California
$1.18K
CTWM
570
Cherry Tree Wealth Management
Minnesota
$1.18K +$1.15K +5 New
CA
571
Centerpoint Advisors
Massachusetts
$1K
TFA
572
Transamerica Financial Advisors
Florida
$1K
BFEC
573
Benjamin F. Edwards & Company
Missouri
$1K +$922 +4 New
VWM
574
Venturi Wealth Management
Texas
$942 +$922 +4 New
GJIA
575
Glass Jacobson Investment Advisors
Maryland
$707 +$691 +3 New