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Willis Towers Watson

231 hedge funds and large institutions have $6.82B invested in Willis Towers Watson in 2014 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 79 increasing their positions, 91 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

4% less capital invested

Capital invested by funds: $7.07B → $6.82B (-$253M)

2% less funds holding

Funds holding: 235231 (-4)

13% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 23

13% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 91

88% less call options, than puts

Call options by funds: $49K | Put options by funds: $410K

Holders
231
Holders Change
-4
Holders Change %
-1.7%
% of All Funds
6.7%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
20
Increased
79
Reduced
91
Closed
23
Calls
$49K
Puts
$410K
Net Calls
-$361K
Net Calls Change
-$6.64M
Name Holding Trade Value Shares
Change
Change in
Stake
OPERF
201
Oregon Public Employees Retirement Fund
Oregon
$54K
WRM
202
Westport Resources Management
Connecticut
$54K
JWA
203
JFS Wealth Advisors
Pennsylvania
$41K +$35.7K +321 +655%
CPA
204
Cowen Prime Advisors
New York
$39K -$9.78K -88 -20%
TRCT
205
Tower Research Capital (TRC)
New York
$39K +$35.3K +318 +837%
MAM
206
Mizuho Asset Management
Japan
$31K +$24K +216 +327%
SAMC
207
Shinko Asset Management Company
Japan
$30K
Creative Planning
208
Creative Planning
Kansas
$27K
PTC
209
Private Trust Company
Ohio
$26K
LTFS
210
Ladenburg Thalmann Financial Services
Florida
$22K -$333 -3 -1%
Group One Trading
211
Group One Trading
Illinois
$22K
ZTNA
212
Zions Trust National Association
Utah
$15K +$15.1K +136 New
CG
213
Colony Group
Massachusetts
$14K -$1.33K -12 -9%
FMII
214
Farmers & Merchants Investments Inc
Nebraska
$13K
FNYS
215
First New York Securities
New York
$12.4K +$12.6K +113 New
LNB
216
Ledyard National Bank
$12K
CCA
217
Catalyst Capital Advisors
New York
$12K +$12.2K +110 New
JIC
218
Joel Isaacson & Co
New York
$10K
RIA
219
Regal Investment Advisors
Michigan
$10K +$9.89K +89 New
AIG
220
American International Group
New York
$7.08K
MFS
221
MSI Financial Services
Massachusetts
$7K -$5.89K -53 -44%
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$7K
OIA
223
Optimum Investment Advisors
Illinois
$7K
TWA
224
TCI Wealth Advisors
Arizona
$6K +$333 +3 +6%
BRWM
225
B. Riley Wealth Management
Tennessee
$4K