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Willis Towers Watson
WTW

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: 13 → 16 (+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: 492 → 485 (-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

Top Buyers

1
Citigroup
Citigroup
New York
+$528M
2
MF
Magnetar Financial
Illinois
+$199M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$146M
4
UBS AM
UBS AM
Illinois
+$125M
5
Capital World Investors
Capital World Investors
California
+$101M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$354M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$315M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$314M
4
LP
Longview Partners
Guernsey
-$225M
5
Citadel Advisors
Citadel Advisors
Florida
-$204M
Name Holding Trade Value Shares
Change 		Change in
Stake
ABC
251
Associated Banc-Corp
Wisconsin
$1.46M +$1.69M +8,613 New
SMG
252
Smart Money Group
Texas
$1.46M – – –
Walleye Capital
253
Walleye Capital
New York
$1.46M +$1.69M +8,583 New
SCM
254
Silvant Capital Management
Georgia
$1.45M – – –
AWM
255
Avitas Wealth Management
California
$1.43M -$870K -4,424 -35%
COPPSERS
256
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.4M -$13K -66 -0.8%
NMERB
257
New Mexico Educational Retirement Board
New Mexico
$1.38M -$374K -1,900 -19%
CA
258
Cornerstone Advisors
North Carolina
$1.36M – – –
SMDAM
259
Sumitomo Mitsui DS Asset Management
Japan
$1.36M +$15.1K +77 +1%
CC
260
Caldera Capital
Texas
$1.29M +$1.5M +7,625 New
Assenagon Asset Management
261
Assenagon Asset Management
Luxembourg
$1.29M -$701K -3,564 -32%
FAM
262
Formidable Asset Management
Ohio
$1.29M +$1.49M +7,576 New
BOS
263
Bingham Osborn & Scarborough
California
$1.24M +$7.08K +36 +0.5%
PCM
264
Prana Capital Management
Connecticut
$1.2M -$33.2M -168,935 -96%
PHS
265
Pekin Hardy Strauss
Illinois
$1.19M -$476K -2,420 -26%
Bessemer Group
266
Bessemer Group
New Jersey
$1.16M +$243K +1,234 +22%
GLA
267
Great Lakes Advisors
Illinois
$1.15M +$710K +3,610 +115%
OAM
268
Oppenheimer Asset Management
New York
$1.14M +$395K +2,010 +43%
Commonwealth Equity Services
269
Commonwealth Equity Services
Massachusetts
$1.13M -$36.8K -187 -3%
IMRF
270
Illinois Municipal Retirement Fund
Illinois
$1.12M +$396K +2,014 +44%
WAM
271
Wolverine Asset Management
Illinois
$1.11M +$1.21M +6,138 +1,554%
GF
272
Gabelli Funds
New York
$1.1M -$78.6K -400 -6%
EAM
273
Evanson Asset Management
California
$1.08M -$203K -1,030 -14%
SDIC
274
South Dakota Investment Council
South Dakota
$1.07M -$1.57K -8 -0.1%
SEC
275
Seven Eight Capital
New York
$1.04M +$1.2M +6,100 New
9 10
11
12 13

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.