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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 %
VF
626
VitalStone Financial
Texas
$3K +$3K +10 New
MCM
627
Manchester Capital Management
Vermont
$2.75K +$1.1K +4 +67%
TF
628
Tompkins Financial
New York
$2.48K – – –
GWM
629
Geneos Wealth Management
Colorado
$2.48K – – –
RFG
630
RFP Financial Group
Georgia
$2.48K +$2.48K +9 New
DF
631
Dunhill Financial
United Kingdom
$2.43K +$541 +2 +29%
SFA
632
Semmax Financial Advisors
North Carolina
$2.31K – – –
EBA
633
Eagle Bay Advisors
New York
$2.21K – – –
BHWM
634
Beaird Harris Wealth Management
Texas
$2.2K -$6.6K -24 -75%
VAG
635
VisionPoint Advisory Group
Texas
$2.2K -$275 -1 -11%
SWA
636
SOA Wealth Advisors
New York
$2.2K – – –
HCM
637
Hollencrest Capital Management
California
$2.2K – – –
WIA
638
Wetzel Investment Advisors
Indiana
$2.1K – – –
CPG
639
Cornerstone Planning Group
New Jersey
$2.02K +$1.51K +6 +300%
AW
640
Avion Wealth
Texas
$2K +$667 +2 +50%
HWP
641
Highline Wealth Partners
California
$1.93K – – –
AIM
642
Anchor Investment Management
South Carolina
$1.93K +$1.93K +7 New
CAC
643
Core Alternative Capital
Georgia
$1.65K -$11.8K -43 -88%
CP
644
Castleview Partners
Texas
$1.38K -$275 -1 -17%
AAP
645
Arax Advisory Partners
Colorado
$1.38K -$275 -1 -17%
NSIM
646
North Star Investment Management
Illinois
$1.38K – – –
LWANC
647
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.38K +$1.38K +5 New
TFA
648
Transamerica Financial Advisors
Florida
$1K – – –
VWA
649
Valued Wealth Advisors
Utah
$828 – – –
RCM
650
Raleigh Capital Management
North Carolina
$825 -$1.38K -5 -63%
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