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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
$520M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$115M
3
SCM
Sahana Capital Management
Connecticut
$148M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$591M
5
CCMG
Clark Capital Management Group
Pennsylvania
$47.6M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
$981M
2
Morgan Stanley
Morgan Stanley
New York
$234M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.53B
4
AGA
Altrinsic Global Advisors
Connecticut
$176M
5
BlackRock
BlackRock
New York
$2.77B
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
601
Institutional & Family Asset Management
Colorado
$6.05K – – –
MFT
602
Moisand Fitzgerald Tamayo
Florida
$5.78K – – –
CT
603
Colonial Trust
South Carolina
$5.52K -$276 -1 -5%
WWP
604
WR Wealth Planners
Missouri
$5.5K +$5.5K +20 New
OLVIG
605
Oliver Lagore Vanvalin Investment Group
Michigan
$5.23K +$3.3K +12 +171%
FMP
606
Financial Management Professionals
Texas
$5K -$3.61K -13 -42%
QC
607
Quent Capital
New York
$4.71K – – –
WT
608
Washington Trust
Rhode Island
$4.68K – – –
CBT
609
CoreFirst Bank & Trust
Kansas
$4.68K – – –
NCM
610
Northwest Capital Management
Oregon
$4.4K – – –
CFO
611
CVA Family Office
Colorado
$4.4K – – –
VWM
612
Venturi Wealth Management
Texas
$4.4K +$275 +1 +7%
DPW
613
DiNuzzo Private Wealth
Pennsylvania
$4.28K -$186 -1 -4%
SIC
614
SJS Investment Consulting
Ohio
$4.13K – – –
SSB
615
Sandy Spring Bank
Maryland
$4.13K – – –
NMM
616
Naples Money Management
Florida
$4.13K +$4.13K +15 New
PWMG
617
Prestige Wealth Management Group
New Jersey
$3.86K -$6.35K -23 -62%
SC
618
SouthState Corp
Florida
$3.85K -$9.9K -36 -72%
CA
619
Continuum Advisory
Idaho
$3.83K +$3.83K +15 New
OWA
620
Opal Wealth Advisors
New York
$3.58K +$3.58K +13 New
CA
621
CoreCap Advisors
Michigan
$3.58K +$3.58K +13 New
MA
622
MCF Advisors
Kentucky
$3.3K +$275 +1 +9%
FFO
623
Fortitude Family Office
Arizona
$3.3K – – –
PPC
624
Park Place Capital
Alabama
$3.03K – – –
HI
625
Harbour Investments
Wisconsin
$3.03K – – –
23 24
25
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