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Willis Towers Watson

502 hedge funds and large institutions have $23.4B invested in Willis Towers Watson in 2020 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 147 increasing their positions, 212 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more funds holding in top 10

Funds holding in top 10: 1633 (+17)

54% more call options, than puts

Call options by funds: $9.71M | Put options by funds: $6.29M

38% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 53

16% more capital invested

Capital invested by funds: $20.1B → $23.4B (+$3.3B)

4% more funds holding

Funds holding: 485502 (+17)

0.21% less ownership

Funds ownership: 91.88%91.67% (-0.21%)

31% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 212

Holders
502
Holders Change
+17
Holders Change %
+3.51%
% of All Funds
10.29%
Holding in Top 10
33
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+106.25%
% of All Funds
0.68%
New
73
Increased
147
Reduced
212
Closed
53
Calls
$9.71M
Puts
$6.29M
Net Calls
+$3.42M
Net Calls Change
-$32.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
226
HSBC Holdings
United Kingdom
$2.98M -$773K -4,039 -21%
MA
227
Montag & Associates
Georgia
$2.98M -$31.6K -165 -1%
KFBMI
228
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.95M
Truist Financial
229
Truist Financial
North Carolina
$2.95M +$47.1K +246 +2%
CA
230
Callahan Advisors
Texas
$2.92M -$593K -3,096 -17%
Walleye Capital
231
Walleye Capital
New York
$2.87M +$1.15M +6,000 +70%
Nisa Investment Advisors
232
Nisa Investment Advisors
Missouri
$2.86M -$287K -1,500 -9%
OLA
233
Oliver Luxxe Assets
New Jersey
$2.86M +$45.4K +237 +2%
QIM
234
Quantitative Investment Management
Virginia
$2.77M +$727K +3,796 +37%
SIC
235
Schwartz Investment Counsel
Michigan
$2.73M -$208K -1,084 -7%
PNC Financial Services Group
236
PNC Financial Services Group
Pennsylvania
$2.6M -$335K -1,750 -12%
B
237
BP
United Kingdom
$2.56M
Assenagon Asset Management
238
Assenagon Asset Management
Luxembourg
$2.5M +$974K +5,089 +67%
AIP
239
Ameritas Investment Partners
Nebraska
$2.49M -$489K -2,556 -17%
TCM
240
Twin Capital Management
Pennsylvania
$2.48M -$186K -970 -7%
Public Sector Pension Investment Board (PSP Investments)
241
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.45M -$76.6K -400 -3%
DZ Bank
242
DZ Bank
Germany
$2.4M
RJFSA
243
Raymond James Financial Services Advisors
Florida
$2.36M -$432K -2,255 -16%
SAM
244
Securian Asset Management
Minnesota
$2.35M -$154K -805 -6%
NAM
245
Nissay Asset Management
Japan
$2.35M +$102K +534 +5%
Mackenzie Financial
246
Mackenzie Financial
Ontario, Canada
$2.35M +$1.62M +8,458 +244%
TRSOTSOK
247
Teachers Retirement System of the State of Kentucky
Kentucky
$2.27M -$316K -1,650 -13%
OPERF
248
Oregon Public Employees Retirement Fund
Oregon
$2.25M -$112K -583 -5%
CII
249
Capital International Inc
California
$2.23M +$2.17M +11,317 New
WBC
250
Westpac Banking Corp
Australia
$2.01M

WTW Hedge Fund Activity: Q2 2020 in Review

502 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q2 2020, worth a combined $23.4B — up 16% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new WTW positions and 53 closed out — a net gain of 20 holders — while 147 added to existing stakes and 212 trimmed.

The largest buyer was Capital World Investors, adding an estimated $578M. The largest seller was T. Rowe Price Associates, cutting an estimated $741M.

  • 502 institutional investors held Willis Towers Watson (WTW) as of Q2 2020, up from 485 in Q1 2020.
  • Funds reported $23.4B of Willis Towers Watson stock for Q2 2020, up 16% quarter-over-quarter.
  • 73 funds opened new Willis Towers Watson positions in Q2 2020 and 53 closed out, a net change of +20 holders.
  • The largest Willis Towers Watson buyer in Q2 2020 was Capital World Investors, an estimated $578M added.
  • The largest Willis Towers Watson seller in Q2 2020 was T. Rowe Price Associates, an estimated $741M sold.

Based on aggregated 13F filings for Q2 2020.