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Willis Towers Watson
WTW

Overview Fund Activity

665 hedge funds and large institutions have $27.1B invested in Willis Towers Watson in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 258 increasing their positions, 232 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+18
Holders Change %
+2.78%
% of All Funds
9.62%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
69
Increased
258
Reduced
232
Closed
45
Calls
$83M
Puts
$31.6M
Net Calls
+$51.4M
Net Calls Change
+$6.85M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$463M
2
UBS AM
UBS AM
Illinois
$249M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$147M
4
Ameriprise
Ameriprise
Minnesota
$186M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$235M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.21B
2
Bank of New York Mellon
Bank of New York Mellon
New York
$343M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$41.1M
4
BIP
Brandes Investment Partners
California
$79.1M
5
Harris Associates
Harris Associates
Illinois
$1.05B
Name Holding Trade Value Shares
Change 		Shares
Change %
LWANC
651
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.47K – – –
TPW
652
Talon Private Wealth
Florida
$1.47K +$1.47K +5 New
VAMG
653
Voisard Asset Management Group
Michigan
$1.47K +$1.47K +5 New
PWMG
654
Prestige Wealth Management Group
New Jersey
$887 – – –
TCA
655
Trifecta Capital Advisors
Illinois
$884 – – –
RTC
656
Riverview Trust Company
Washington
$884 +$884 +3 New
1IA
657
1620 Investment Advisors
Massachusetts
$742 +$742 +3 New
CWC
658
Carolinas Wealth Consulting
North Carolina
$591 – – –
WBC
659
West Branch Capital
Massachusetts
$590 +$590 +2 New
HPC
660
HM Payson & Co
Maine
$590 +$590 +2 New
RCM
661
Raleigh Capital Management
North Carolina
$589 -$295 -1 -33%
NL
662
NVWM LLC
Pennsylvania
$589 – – –
AFS
663
Annapolis Financial Services
Maryland
$348 +$348 +1 New
WA
664
WestEnd Advisors
North Carolina
$295 – – –
YDMI
665
Y.D. More Investments
Israel
$45 +$2 +3 +6%
Norges Bank
666
Norges Bank
Norway
– -$384M -1,465,032 Closed
Toronto Dominion Bank
667
Toronto Dominion Bank
Ontario, Canada
– -$13.2M -50,404 Closed
GC
668
Gillson Capital
Illinois
– -$11.8M -45,000 Closed
TPSF
669
Texas Permanent School Fund
Texas
– -$4.45M -16,962 Closed
Tudor Investment Corp
670
Tudor Investment Corp
Connecticut
– -$3.39M -12,944 Closed
GLA
671
Great Lakes Advisors
Illinois
– -$2.56M -9,777 Closed
AC
672
AXQ Capital
New Jersey
– -$2.44M -9,299 Closed
SO
673
STRS Ohio
Ohio
– -$2.01M -7,685 Closed
IFU
674
iSAM Funds (UK)
United Kingdom
– -$814K -3,104 Closed
PP
675
Paloma Partners
Connecticut
– -$760K -2,900 Closed
25 26
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28 29