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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
Bank of Nova Scotia
326
Bank of Nova Scotia
Ontario, Canada
$721K +$26.2K +137 +4%
NB
327
Norinchukin Bank
Japan
$719K -$109K -571 -14%
JHP
328
James Hambro & Partners
United Kingdom
$703K +$683K +3,570 New
Osaic Holdings
329
Osaic Holdings
Arizona
$691K -$67.4K -352 -9%
KA
330
Kintegral Advisory
New York
$687K
WAM
331
World Asset Management
Michigan
$685K -$359K -1,874 -35%
Franklin Resources
332
Franklin Resources
California
$681K +$17.2K +90 +3%
Impax Asset Management Group
333
Impax Asset Management Group
United Kingdom
$677K +$18.6K +97 +3%
Janney Montgomery Scott
334
Janney Montgomery Scott
Pennsylvania
$668K -$387K -2,023 -37%
GCMG
335
Gyroscope Capital Management Group
Florida
$650K
MYIA
336
Mount Yale Investment Advisors
Colorado
$650K
PAG
337
Private Advisor Group
New Jersey
$640K +$22.2K +116 +4%
TA
338
Tiedemann Advisors
New York
$639K -$30.4K -159 -5%
CAG
339
Csenge Advisory Group
Florida
$633K -$205K -1,071 -25%
KRSITF
340
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$624K -$140K -731 -19%
NFC
341
Northeast Financial Consultants
Connecticut
$622K
BF
342
BOK Financial
Oklahoma
$611K +$98.4K +514 +20%
AP
343
Advisor Partners
California
$599K -$88.3K -461 -13%
IRF
344
IBM Retirement Fund
New York
$592K -$10.1K -53 -2%
First Manhattan
345
First Manhattan
New York
$586K -$72.2K -377 -11%
Mirae Asset Global Investments
346
Mirae Asset Global Investments
South Korea
$575K -$5M -26,127 -90%
DCM
347
Dean Capital Management
Kansas
$568K +$553K +2,886 New
TI
348
Telemetry Investments
New York
$551K +$536K +2,800 New
RIM
349
Redpoint Investment Management
Australia
$539K -$81.6K -426 -13%
LPL Financial
350
LPL Financial
California
$535K +$56.9K +297 +12%

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.