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Willis Towers Watson
WTW

Overview Fund Activity

647 hedge funds and large institutions have $24.6B invested in Willis Towers Watson in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 276 increasing their positions, 204 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
647
Holders Change
-12
Holders Change %
-1.82%
% of All Funds
9.41%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
60
Increased
276
Reduced
204
Closed
65
Calls
$86.5M
Puts
$41.9M
Net Calls
+$44.6M
Net Calls Change
+$5.48M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$453M
2
Goldman Sachs
Goldman Sachs
New York
$160M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$167M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$621M
5
Citadel Advisors
Citadel Advisors
Florida
$124M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.15B
2
UBS AM
UBS AM
Illinois
$58.6M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$11.7M
4
CCP
Clarkston Capital Partners
Michigan
$139M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
601
Colonial Trust
South Carolina
$5.28K – – –
WWP
602
WR Wealth Planners
Missouri
$5.24K – – –
FMP
603
Financial Management Professionals
Texas
$5K – – –
CFB
604
Cullen/Frost Bankers
Texas
$4.98K +$4.98K +19 New
DPW
605
DiNuzzo Private Wealth
Pennsylvania
$4.89K +$725 +4 +17%
QC
606
Quent Capital
New York
$4.49K – – –
WT
607
Washington Trust
Rhode Island
$4.46K – – –
SWS
608
SYSTM Wealth Solutions
Illinois
$4.21K -$656K -2,495 -99%
NCM
609
Northwest Capital Management
Oregon
$4.19K – – –
SSB
610
Sandy Spring Bank
Maryland
$3.93K – – –
SIC
611
SJS Investment Consulting
Ohio
$3.93K – – –
CA
612
Continuum Advisory
Idaho
$3.93K – – –
OWA
613
Opal Wealth Advisors
New York
$3.41K – – –
FNWA
614
Financial Network Wealth Advisors
Utah
$3.26K +$3.26K +12 New
SFCL
615
Strengthening Families & Communities LLC
Massachusetts
$3K +$3K +10 New
PPC
616
Park Place Capital
Alabama
$2.88K – – –
HI
617
Harbour Investments
Wisconsin
$2.88K – – –
VAG
618
VisionPoint Advisory Group
Texas
$2.62K +$524 +2 +25%
SFA
619
Semmax Financial Advisors
North Carolina
$2.51K – – –
CPG
620
Cornerstone Planning Group
New Jersey
$2.47K +$274 +1 +13%
DF
621
Dunhill Financial
United Kingdom
$2.38K – – –
RFG
622
RFP Financial Group
Georgia
$2.36K – – –
TF
623
Tompkins Financial
New York
$2.36K – – –
GWM
624
Geneos Wealth Management
Colorado
$2.36K – – –
ATPW
625
Ashton Thomas Private Wealth
Arizona
$2.36K +$2.36K +9 New
23 24
25
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