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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
DCM
301
Dupont Capital Management
Delaware
$925K -$1.14M -5,942 -56%
EGM
302
Engineers Gate Manager
New York
$906K +$400K +2,090 +83%
CWG
303
C WorldWide Group
Denmark
$904K -$184K -963 -17%
ClearBridge Investments
304
ClearBridge Investments
New York
$902K -$253K -1,322 -22%
MYAM
305
Meiji Yasuda Asset Management
Japan
$900K +$875K +4,569 New
HF
306
HRT Financial
New York
$899K +$874K +4,566 New
Mercer Global Advisors
307
Mercer Global Advisors
Colorado
$894K +$869K +4,537 New
Schroder Investment Management Group
308
Schroder Investment Management Group
United Kingdom
$892K -$4.7M -24,563 -84%
SA
309
SRH Advisors
Kansas
$884K
RE
310
RBC Europe
United Kingdom
$880K -$23K -120 -3%
SWP
311
Stratos Wealth Partners
Ohio
$864K
CI
312
Cigna Investments
Connecticut
$832K +$111K +579 +16%
Teacher Retirement System of Texas
313
Teacher Retirement System of Texas
Texas
$831K +$808K +4,221 New
FMW
314
Farr Miller & Washington
District of Columbia
$829K -$16.3K -85 -2%
GLA
315
Great Lakes Advisors
Illinois
$806K -$508K -2,654 -39%
RIM
316
Rampart Investment Management
Connecticut
$798K +$596K +3,112 +330%
Nomura Holdings
317
Nomura Holdings
Japan
$797K +$774K +4,045 New
ECM
318
Everence Capital Management
Indiana
$793K
AA
319
Ancora Advisors
Ohio
$788K
TRCT
320
Tower Research Capital (TRC)
New York
$788K +$766K +4,001 New
PI
321
PineBridge Investments
New York
$782K +$743K +3,882 +4,462%
AIP
322
Almanack Investment Partners
Pennsylvania
$763K -$8.81K -46 -1%
WEC
323
Winslow Evans & Crocker
Massachusetts
$748K -$76.6K -400 -10%
TC
324
Telemus Capital
Michigan
$743K -$5.55K -29 -0.8%
DIA
325
Dean Investment Associates
Ohio
$737K +$717K +3,744 New

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.