WTW icon

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 %
GCM
551
Gables Capital Management
Florida
$62.4K – – –
MPWT
552
MassMutual Private Wealth & Trust
Connecticut
$62.2K +$7.15K +26 +13%
LI
553
LRI Investments
Florida
$58.1K +$58.1K +211 New
BCMLT
554
Beacon Capital Management LLC (Tennessee)
Tennessee
$48.1K +$27.8K +101 +136%
CAL
555
Capital Advisors Ltd
Ohio
$48K +$552 +2 +1%
FFA
556
Farther Finance Advisors
California
$46.4K +$6K +22 +15%
HWA
557
Heritage Wealth Advisors
Virginia
$42.4K – – –
IRC
558
Investors Research Corp
Georgia
$41.5K – – –
LC
559
Lindbrook Capital
California
$41.3K +$275 +1 +0.7%
HWA
560
HHM Wealth Advisors
Tennessee
$38.5K – – –
HCP
561
Hexagon Capital Partners
Arkansas
$36.3K +$825 +3 +2%
JWM
562
Janiczek Wealth Management
Colorado
$35.2K – – –
CFG
563
CKW Financial Group
Hawaii
$33K – – –
RFS
564
Richardson Financial Services
Massachusetts
$27.8K +$27.8K +101 New
FMII
565
Farmers & Merchants Investments Inc
Nebraska
$26.7K – – –
HIA
566
Harbor Investment Advisory
Maryland
$25.6K – – –
AGWCA
567
Annis Gardner Whiting Capital Advisors
Florida
$24.8K +$1.38K +5 +6%
Fidelity International
568
Fidelity International
Bermuda
$24.8K +$1.1K +4 +5%
TCOV
569
Trust Company of Vermont
Vermont
$23.1K – – –
MCM
570
MV Capital Management
Maryland
$22.3K -$1.93K -7 -8%
TFIPS
571
Towarzystwo Funduszy Inwestycyjnych PZU SA
$22K – – –
SWM
572
Spire Wealth Management
Virginia
$20.7K -$12.2K -44 -37%
NCTC
573
New Covenant Trust Company
Indiana
$20.1K +$20.1K +73 New
NIC
574
Northwest Investment Counselors
Oregon
$18.2K +$18.2K +66 New
IA
575
IFP Advisors
Florida
$17.9K +$6.33K +23 +55%
21 22
23
24 25