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Willis Towers Watson

579 hedge funds and large institutions have $22.8B invested in Willis Towers Watson in 2023 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 181 increasing their positions, 240 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $64.8M | Put options by funds: $32.7M

0% less capital invested

Capital invested by funds: $22.9B → $22.8B (-$50.2M)

2.74% less ownership

Funds ownership: 94.06%91.32% (-2.7%)

4% less funds holding

Funds holding: 606579 (-27)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

25% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 240

38% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 68

Holders
579
Holders Change
-27
Holders Change %
-4.46%
% of All Funds
9.09%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
42
Increased
181
Reduced
240
Closed
68
Calls
$64.8M
Puts
$32.7M
Net Calls
+$32.2M
Net Calls Change
+$22.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
626
Atria Wealth Solutions
New York
-$247K -1,064 Closed
Wolverine Trading
627
Wolverine Trading
Illinois
-$241K -1,051 Closed
CIBC World Market
628
CIBC World Market
Ontario, Canada
-$237K -1,022 Closed
PTC
629
Petrus Trust Company
Texas
-$214K -919 Closed
IC
630
Inscription Capital
Texas
-$205K -881 Closed
BFM
631
Boothbay Fund Management
New York
-$202K -870 Closed
EI
632
Ellevest Inc
New York
-$138K -595 Closed
ETH
633
Exos TFP Holdings
New York
-$91.1K -392 Closed
AAS
634
Ameritas Advisory Services
Nebraska
-$60K -252 Closed
BF
635
BOK Financial
Oklahoma
-$40.9K -176 Closed
CFB
636
Cullen/Frost Bankers
Texas
-$16.3K -70 Closed
MWM
637
Mascoma Wealth Management
New Hampshire
-$9.96K -43 Closed
SFG
638
Steward Financial Group
Texas
-$8K -37 Closed
SC
639
Schubert & Co
Texas
-$8.13K -35 Closed
Jones Financial Companies
640
Jones Financial Companies
Missouri
-$5.58K -24 Closed
TWA
641
TCI Wealth Advisors
Arizona
-$5.34K -23 Closed
IAIM
642
International Assets Investment Management
Florida
-$4.65K -20 Closed
GBT
643
Grove Bank & Trust
Florida
-$4.42K -19 Closed
BWM
644
BerganKDV Wealth Management
Minnesota
-$4.18K -18 Closed
BAM
645
Belpointe Asset Management
Nevada
-$3.5K -15 Closed
CWA
646
Clearview Wealth Advisors
Oregon
-$1.86K -8 Closed
CCA
647
Column Capital Advisors
Indiana
-$697 -3 Closed
FFC
648
First Financial Corp
Indiana
-$697 -3 Closed