Willis Towers Watson
237 hedge funds and large institutions have $8.3B invested in Willis Towers Watson in 2015 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 78 increasing their positions, 93 reducing their positions, and 19 closing their positions.
134% more call options, than puts
Call options by funds: $3.13M | Put options by funds: $1.34M
9% more capital invested
Capital invested by funds: $7.6B → $8.3B (+$698M)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
5% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 19
1% less funds holding
Funds holding: 240 → 237 (-3)
16% less repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 93
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$295M |
| 2 |
Neuberger Berman Group
New York
|
+$88.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$32.7M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$31.7M |
| 5 |
CCM
Cantillon Capital Management
New York
|
+$27.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$138M |
| 2 |
Primecap Management
Pasadena,
California
|
-$78.2M |
| 3 |
Bank of New York Mellon
New York
|
-$52.6M |
| 4 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
-$37.3M |
| 5 |
D.E. Shaw & Co
New York
|
-$20.7M |
WTW Hedge Fund Activity: Q1 2015 in Review
237 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2015, worth a combined $8.3B — up 9.2% from $7.6B a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of WTW and 18 opened new positions — a net loss of 1 holder — while 93 trimmed existing stakes and 78 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $295M. The largest seller was JP Morgan Chase, cutting an estimated $138M.
- 237 institutional investors held Willis Towers Watson (WTW) as of Q1 2015, down from 240 in Q4 2014.
- Funds reported $8.3B of Willis Towers Watson stock for Q1 2015, up 9.2% quarter-over-quarter.
- 18 funds opened new Willis Towers Watson positions in Q1 2015 and 19 closed out, a net change of -1 holder.
- The largest Willis Towers Watson buyer in Q1 2015 was T. Rowe Price Associates, an estimated $295M added.
- The largest Willis Towers Watson seller in Q1 2015 was JP Morgan Chase, an estimated $138M sold.
Based on aggregated 13F filings for Q1 2015.