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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.

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 %
WIA
601
Wetzel Investment Advisors
Indiana
$2K +$2K +8 New
SWA
602
SOA Wealth Advisors
New York
$1.93K – – –
EBA
603
Eagle Bay Advisors
New York
$1.93K – – –
HCM
604
Hollencrest Capital Management
California
$1.93K – – –
RCM
605
Raleigh Capital Management
North Carolina
$1.88K +$470 +2 +33%
DF
606
Dunhill Financial
United Kingdom
$1.8K +$1.8K +7 New
OLVIG
607
Oliver Lagore Vanvalin Investment Group
Michigan
$1.69K – – –
HWP
608
Highline Wealth Partners
California
$1.69K – – –
TWC
609
TD Waterhouse Canada
Ontario, Canada
$1.6K +$1.6K +6 New
AAP
610
Arax Advisory Partners
Colorado
$1.45K – – –
NSG
611
Nalls Sherbakoff Group
Tennessee
$1.45K – – –
MCM
612
Manchester Capital Management
Vermont
$1.45K +$724 +3 +100%
CP
613
Castleview Partners
Texas
$1.45K – – –
NSIM
614
North Star Investment Management
Illinois
$1.21K – – –
TFA
615
Transamerica Financial Advisors
Florida
$1K -$1K -1 -50%
AW
616
Avion Wealth
Texas
$1K +$500 +2 +100%
TWP
617
TFO Wealth Partners
Ohio
$724 -$483 -2 -40%
TCA
618
Trifecta Capital Advisors
Illinois
$724 – – –
AWM
619
Avior Wealth Management
Nebraska
$723 – – –
VWA
620
Valued Wealth Advisors
Utah
$630 +$630 +3 New
CWC
621
Carolinas Wealth Consulting
North Carolina
$484 – – –
CPG
622
Cornerstone Planning Group
New Jersey
$482 – – –
EWM
623
Evermay Wealth Management
Virginia
$242 +$242 +1 New
CTA
624
Colonial Trust Advisors
South Carolina
$241 – – –
AF
625
Advisornet Financial
Minnesota
$241 +$241 +1 New
23 24
25
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