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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
FMW
301
Farr Miller & Washington
District of Columbia
$729K +$2.95K +15 +0.4%
CAG
302
Csenge Advisory Group
Florida
$728K +$843K +4,286 New
V
303
Veritable
Delaware
$718K +$13.4K +68 +2%
NB
304
Norinchukin Bank
Japan
$717K -$777K -3,950 -48%
WEC
305
Winslow Evans & Crocker
Massachusetts
$714K – – –
OPPTF
306
OPSEU Pension Plan Trust Fund
Ontario, Canada
$684K +$820K +4,169 New
AA
307
Ancora Advisors
Ohio
$679K +$786K +4,000 New
SF
308
Synovus Financial
Georgia
$667K +$298K +1,518 +64%
AIP
309
Almanack Investment Partners
Pennsylvania
$666K +$768K +3,906 New
ECM
310
Everence Capital Management
Indiana
$664K – – –
KRSITF
311
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$662K +$168K +852 +28%
Osaic Holdings
312
Osaic Holdings
Arizona
$658K +$760K +3,866 New
Simplex Trading
313
Simplex Trading
Illinois
$628K +$298K +1,514 +69%
CI
314
Cigna Investments
Connecticut
$619K +$39.3K +200 +6%
AAM
315
Arabesque Asset Management
United Kingdom
$609K +$705K +3,587 New
Bank of Nova Scotia
316
Bank of Nova Scotia
Ontario, Canada
$599K -$12.6K -64 -2%
AP
317
Advisor Partners
California
$595K +$136K +692 +25%
KA
318
Kintegral Advisory
New York
$593K +$76.5K +389 +13%
Mackenzie Financial
319
Mackenzie Financial
Ontario, Canada
$589K +$70.8K +360 +12%
TA
320
Tiedemann Advisors
New York
$579K +$393 +2 +0.1%
First Manhattan
321
First Manhattan
New York
$569K +$4.92K +25 +0.8%
Impax Asset Management Group
322
Impax Asset Management Group
United Kingdom
$567K +$106K +537 +19%
GCMG
323
Gyroscope Capital Management Group
Florida
$561K -$669K -3,400 -51%
MYIA
324
Mount Yale Investment Advisors
Colorado
$561K – – –
RIM
325
Redpoint Investment Management
Australia
$537K -$309K -1,573 -33%
11 12
13
14 15

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.