Willis Towers Watson
379 hedge funds and large institutions have $16.6B invested in Willis Towers Watson in 2017 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 121 increasing their positions, 167 reducing their positions, and 38 closing their positions.
3,085% more call options, than puts
Call options by funds: $19.6M | Put options by funds: $616K
29% more funds holding in top 10
Funds holding in top 10: 17 → 22 (+5)
8% more capital invested
Capital invested by funds: $15.3B → $16.6B (+$1.26B)
1.87% more ownership
Funds ownership: 91.72% → 93.59% (+1.9%)
3% less funds holding
Funds holding: 391 → 379 (-12)
11% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 38
28% less repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 167
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$653M |
| 2 |
Harris Associates
Chicago,
Illinois
|
+$216M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$129M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$80.5M |
| 5 |
JP Morgan Chase
New York
|
+$60.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$169M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$80.5M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$70.7M |
| 4 |
IIM
Ivory Investment Management
New York
|
-$61.6M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$57.4M |
WTW Hedge Fund Activity: Q1 2017 in Review
379 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2017, worth a combined $16.6B — up 8.2% from $15.3B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of WTW and 34 opened new positions — a net loss of 4 holders — while 167 trimmed existing stakes and 121 added.
The largest buyer was BlackRock, adding an estimated $653M. The largest seller was Artisan Partners, exiting entirely with an estimated $169M sold.
- 379 institutional investors held Willis Towers Watson (WTW) as of Q1 2017, down from 391 in Q4 2016.
- Funds reported $16.6B of Willis Towers Watson stock for Q1 2017, up 8.2% quarter-over-quarter.
- 34 funds opened new Willis Towers Watson positions in Q1 2017 and 38 closed out, a net change of -4 holders.
- The largest Willis Towers Watson buyer in Q1 2017 was BlackRock, an estimated $653M added.
- The largest Willis Towers Watson seller in Q1 2017 was Artisan Partners, an estimated $169M sold.
Based on aggregated 13F filings for Q1 2017.