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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
+$115M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$96.3M
3
SCM
Sahana Capital Management
Connecticut
+$66M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$58.9M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$47.6M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$263M
2
Morgan Stanley
Morgan Stanley
New York
-$200M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$128M
4
AGA
Altrinsic Global Advisors
Connecticut
-$75.7M
5
BlackRock
BlackRock
New York
-$67M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCA
651
Trifecta Capital Advisors
Illinois
$825 – – –
CWC
652
Carolinas Wealth Consulting
North Carolina
$552 – – –
NL
653
NVWM LLC
Pennsylvania
$552 +$552 +2 New
TWP
654
TFO Wealth Partners
Ohio
$550 -$275 -1 -33%
BF
655
BOK Financial
Oklahoma
$547 -$12.9K -47 -96%
AF
656
Advisornet Financial
Minnesota
$275 – – –
CTA
657
Colonial Trust Advisors
South Carolina
$275 – – –
TFM
658
TFC Financial Management
Massachusetts
$275 +$275 +1 New
RAM
659
Riggs Asset Management
Pennsylvania
$275 +$275 +1 New
LP
660
LMR Partners
United Kingdom
– -$15.1M -62,722 Closed
CM
661
Crestline Management
Texas
– -$12.1M -50,287 Closed
CC
662
Clearline Capital
New York
– -$11.6M -47,936 Closed
Capital Fund Management (CFM)
663
Capital Fund Management (CFM)
France
– -$5.96M -24,725 Closed
PMEF
664
Point72 Middle East FZE
United Arab Emirates
– -$2.9M -12,038 Closed
AAF
665
Andra AP-fonden
Sweden
– -$2.66M -11,036 Closed
QIM
666
Quantitative Investment Management
Virginia
– -$1.14M -4,726 Closed
QCM
667
Qsemble Capital Management
New York
– -$1.03M -4,263 Closed
DC
668
Dryden Capital
Florida
– -$1.03M -4,250 Closed
KIG
669
Kowal Investment Group
Wisconsin
– -$986K -4,087 Closed
AWM
670
AE Wealth Management
Kansas
– -$974K -3,903 Closed
ADIM
671
Alpha DNA Investment Management
Maryland
– -$815K -3,378 Closed
M1FG
672
Mach-1 Financial Group
Arkansas
– -$756K -3,135 Closed
ECM
673
ExodusPoint Capital Management
New York
– -$752K -3,118 Closed
FI
674
FJ Investments
Utah
– -$651K -2,700 Closed
EAM
675
Empirical Asset Management
Massachusetts
– -$609K -2,525 Closed
25 26
27
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