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Willis Towers Watson

485 hedge funds and large institutions have $20.1B invested in Willis Towers Watson in 2020 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 183 increasing their positions, 168 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more call options, than puts

Call options by funds: $47.9M | Put options by funds: $11.8M

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

9% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 168

0% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 71

0.75% less ownership

Funds ownership: 92.63%91.88% (-0.75%)

1% less funds holding

Funds holding: 492485 (-7)

16% less capital invested

Capital invested by funds: $24.1B → $20.1B (-$3.96B)

Holders
485
Holders Change
-7
Holders Change %
-1.42%
% of All Funds
10.69%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.35%
New
71
Increased
183
Reduced
168
Closed
71
Calls
$47.9M
Puts
$11.8M
Net Calls
+$36.2M
Net Calls Change
+$39.4M
Name Holding Trade Value Shares
Change
Change in
Stake
B
226
BP
United Kingdom
$2.2M
Public Sector Pension Investment Board (PSP Investments)
227
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.18M -$18.4M -93,460 -88%
SAM
228
Securian Asset Management
Minnesota
$2.17M -$54.1K -275 -2%
TPCW
229
TD Private Client Wealth
New York
$2.12M +$183K +930 +8%
DZ Bank
230
DZ Bank
Germany
$2.07M
Caisse de Depot et Placement du Quebec (CDPQ)
231
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.05M +$1.46M +7,400 +158%
OPERF
232
Oregon Public Employees Retirement Fund
Oregon
$2.04M -$480K -2,441 -17%
NAM
233
Nissay Asset Management
Japan
$1.94M +$58.6K +298 +3%
IUHSA
234
Itau Unibanco Holding S.A.
Brazil
$1.82M +$2.1M +10,700 New
DCM
235
Dupont Capital Management
Delaware
$1.81M +$665K +3,381 +47%
SCM
236
Shelton Capital Management
Colorado
$1.77M -$31.1K -158 -1%
TAM
237
Tealwood Asset Management
Minnesota
$1.75M -$28.9K -147 -1%
QIM
238
Quantitative Investment Management
Virginia
$1.74M -$4.99M -25,397 -71%
WBC
239
Westpac Banking Corp
Australia
$1.73M -$498K -2,533 -20%
Qube Research & Technologies (QRT)
240
Qube Research & Technologies (QRT)
United Kingdom
$1.65M +$1.91M +9,719 New
O
241
Ossiam
France
$1.63M +$1.28M +6,527 +214%
NVIM
242
New Vernon Investment Management
Illinois
$1.62M
KC
243
Kellner Capital
New York
$1.6M +$1.86M +9,445 New
PAM
244
Panagora Asset Management
Massachusetts
$1.53M +$82.8K +421 +5%
SLAM
245
Swiss Life Asset Management
$1.51M +$149K +756 +9%
CSS
246
Cubist Systematic Strategies
Connecticut
$1.51M -$234K -1,192 -12%
CC
247
Cognios Capital
Kansas
$1.5M -$492K -2,504 -22%
PA
248
Profund Advisors
Maryland
$1.5M -$433K -2,201 -20%
KRS
249
Kentucky Retirement Systems
Kentucky
$1.49M +$426K +2,166 +33%
CGH
250
Crossmark Global Holdings
Texas
$1.49M +$82.2K +418 +5%

WTW Hedge Fund Activity: Q1 2020 in Review

485 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2020, worth a combined $20.1B — down 16% from $24.1B a quarter earlier.

Fund positioning in WTW was balanced in Q1 2020: 71 funds opened new positions, 71 closed out, 183 added to existing stakes and 168 trimmed.

The largest buyer was Citigroup, adding an estimated $528M. The largest seller was Capital International Investors, exiting entirely with an estimated $354M sold.

  • 485 institutional investors held Willis Towers Watson (WTW) as of Q1 2020, down from 492 in Q4 2019.
  • Funds reported $20.1B of Willis Towers Watson stock for Q1 2020, down 16% quarter-over-quarter.
  • 71 funds opened new Willis Towers Watson positions in Q1 2020 and 71 closed out, a net change of 0 holders.
  • The largest Willis Towers Watson buyer in Q1 2020 was Citigroup, an estimated $528M added.
  • The largest Willis Towers Watson seller in Q1 2020 was Capital International Investors, an estimated $354M sold.

Based on aggregated 13F filings for Q1 2020.