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Willis Towers Watson
WTW

Overview Fund Activity

625 hedge funds and large institutions have $23.1B invested in Willis Towers Watson in 2023 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 195 increasing their positions, 227 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
+69
Holders Change %
+12.41%
% of All Funds
9.16%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
120
Increased
195
Reduced
227
Closed
43
Calls
$126M
Puts
$57.7M
Net Calls
+$68.3M
Net Calls Change
+$4.3M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$355M
2
Morgan Stanley
2
Morgan Stanley
New York
$381M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$107M
4
Millennium Management
4
Millennium Management
New York
$103M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$346M

Top Sellers

1
CCM
1
Cantillon Capital Management
New York
$0
2
Artisan Partners
2
Artisan Partners
Wisconsin
$1.09B
3
American Century Companies
3
American Century Companies
Missouri
$174M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$2.74M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
576
Institutional & Family Asset Management
Colorado
$5.31K – – –
MFT
577
Moisand Fitzgerald Tamayo
Florida
$5.07K -$1.69K -7 -25%
CT
578
Colonial Trust
South Carolina
$5.03K – – –
BWM
579
BKM Wealth Management
Wisconsin
$4.58K +$4.58K +19 New
SAM
580
Smartleaf Asset Management
Massachusetts
$4.55K +$4.55K +19 New
QC
581
Quent Capital
New York
$4.13K – – –
AT
582
Arlington Trust
Alabama
$4.1K -$80.3K -333 -95%
WT
583
Washington Trust
Rhode Island
$4.1K -$482 -2 -11%
CBT
584
CoreFirst Bank & Trust
Kansas
$4.1K – – –
CFO
585
CVA Family Office
Colorado
$3.86K +$3.86K +16 New
NCM
586
Northwest Capital Management
Oregon
$3.86K +$3.86K +16 New
DPW
587
DiNuzzo Private Wealth
Pennsylvania
$3.84K +$3.84K +24 New
SSB
588
Sandy Spring Bank
Maryland
$3.62K – – –
SIC
589
SJS Investment Consulting
Ohio
$3.62K +$724 +3 +25%
VWM
590
Venturi Wealth Management
Texas
$3.62K +$965 +4 +36%
FFO
591
Fortitude Family Office
Arizona
$2.89K +$2.89K +12 New
MA
592
MCF Advisors
Kentucky
$2.65K – – –
PPC
593
Park Place Capital
Alabama
$2.65K – – –
HI
594
Harbour Investments
Wisconsin
$2.65K +$2.41K +10 +1,000%
SFA
595
Semmax Financial Advisors
North Carolina
$2.46K – – –
SIS
596
Sound Income Strategies
Florida
$2.41K – – –
Jones Financial Companies
597
Jones Financial Companies
Missouri
$2.41K +$1.45K +6 +150%
VAG
598
VisionPoint Advisory Group
Texas
$2.17K -$3.38K -14 -61%
TF
599
Tompkins Financial
New York
$2.17K – – –
GWM
600
Geneos Wealth Management
Colorado
$2.17K +$2.17K +9 New
22 23
24
25 26