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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 %
WIA
626
Wetzel Investment Advisors
Indiana
$2.2K – – –
EBA
627
Eagle Bay Advisors
New York
$2.1K – – –
SWA
628
SOA Wealth Advisors
New York
$2.1K – – –
HCM
629
Hollencrest Capital Management
California
$2.1K – – –
HWP
630
Highline Wealth Partners
California
$2.1K +$262 +1 +14%
AW
631
Avion Wealth
Texas
$2K +$500 +2 +33%
AIM
632
Anchor Investment Management
South Carolina
$1.84K – – –
CP
633
Castleview Partners
Texas
$1.84K +$524 +2 +40%
CAC
634
Core Alternative Capital
Georgia
$1.57K – – –
LWANC
635
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.31K – – –
TFA
636
Transamerica Financial Advisors
Florida
$1K – – –
PWMG
637
Prestige Wealth Management Group
New Jersey
$790 -$2.9K -11 -79%
VWA
638
Valued Wealth Advisors
Utah
$790 – – –
TCA
639
Trifecta Capital Advisors
Illinois
$787 – – –
RCM
640
Raleigh Capital Management
North Carolina
$786 – – –
TWC
641
TD Waterhouse Canada
Ontario, Canada
$782 +$782 +3 New
NL
642
NVWM LLC
Pennsylvania
$526 – – –
CWC
643
Carolinas Wealth Consulting
North Carolina
$525 – – –
BF
644
BOK Financial
Oklahoma
$524 – – –
LIA
645
Lynx Investment Advisory
District of Columbia
$262 +$262 +1 New
WA
646
WestEnd Advisors
North Carolina
$262 +$262 +1 New
YDMI
647
Y.D. More Investments
Israel
$38 +$38 +54 New
Mawer Investment Management
648
Mawer Investment Management
Alberta, Canada
– -$40.7M -148,180 Closed
Qube Research & Technologies (QRT)
649
Qube Research & Technologies (QRT)
United Kingdom
– -$34.5M -125,383 Closed
Viking Global Investors
650
Viking Global Investors
Connecticut
– -$30.9M -112,344 Closed
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