We are live on ! Find out more
WTW icon

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
Bessemer Group
276
Bessemer Group
New Jersey
$1.3M -$35.8K -187 -3%
GF
277
Gabelli Funds
New York
$1.28M
CIBC Asset Management
278
CIBC Asset Management
Ontario, Canada
$1.27M -$1.46M -7,605 -54%
SDIC
279
South Dakota Investment Council
South Dakota
$1.25M
IP
280
Interval Partners
New York
$1.22M -$3.22M -16,837 -73%
HAIM
281
Hunter Associates Investment Management
Pennsylvania
$1.19M
Thrivent Financial for Lutherans
282
Thrivent Financial for Lutherans
Minnesota
$1.17M +$18K +94 +2%
CIM
283
Confluence Investment Management
Missouri
$1.16M -$13.8K -72 -1%
DILIC
284
Dai-ichi Life Insurance Company
Japan
$1.15M -$40.6K -212 -3%
EAM
285
Evanson Asset Management
California
$1.15M -$95.7K -500 -8%
Commonwealth Equity Services
286
Commonwealth Equity Services
Massachusetts
$1.15M -$157K -821 -12%
RBCM
287
Raub Brock Capital Management
California
$1.14M -$38.3K -200 -3%
William Blair & Company
288
William Blair & Company
Illinois
$1.13M +$24.1K +126 +2%
OAM
289
Oppenheimer Asset Management
New York
$1.08M -$230K -1,204 -18%
LSERS
290
Louisiana State Employees Retirement System
Louisiana
$1.08M
BNP Paribas Asset Management
291
BNP Paribas Asset Management
France
$1.07M -$2.68K -14 -0.3%
Northwestern Mutual Wealth Management
292
Northwestern Mutual Wealth Management
Wisconsin
$1.04M +$524K +2,735 +107%
X
293
Xponance
Pennsylvania
$1.03M +$1M +5,242 New
RJT
294
Raymond James Trust
Florida
$997K +$8.42K +44 +0.9%
RC
295
RBF Capital
California
$985K
DAM
296
Deltec Asset Management
New York
$985K +$957K +5,000 New
ECM
297
ExodusPoint Capital Management
New York
$979K +$951K +4,970 New
WT
298
Whittier Trust
California
$973K
V
299
Veritable
Delaware
$966K +$130K +678 +16%
AC
300
Allstate Corporation
Illinois
$944K +$19K +99 +2%

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.