Willis Towers Watson
WTW
433 hedge funds and large institutions have $18.7B invested in Willis Towers Watson in 2017 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 154 increasing their positions, 139 reducing their positions, and 51 closing their positions.
29% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 51
11% more repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 139
3% more funds holding
Funds holding: 422 → 433 (+11)
0.66% more ownership
Funds ownership: 93.39% → 94.05% (+0.66%)
3% less capital invested
Capital invested by funds: $19.4B → $18.7B (-$673M)
26% less funds holding in top 10
Funds holding in top 10: 19 → 14 (-5)
55% less call options, than puts
Call options by funds: $11M | Put options by funds: $24.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$589M |
| 2 |
Harris Associates
Chicago,
Illinois
|
+$107M |
| 3 |
LP
Longview Partners
St Peter Port,
Guernsey
|
+$74M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$72.5M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$57.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VH
ValueAct Holdings
San Francisco,
California
|
-$460M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$124M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$123M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$112M |
| 5 |
BIP
Brandes Investment Partners
La Jolla,
California
|
-$108M |
WTW Hedge Fund Activity: Q4 2017 in Review
433 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q4 2017, worth a combined $18.7B — down 3.5% from $19.4B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new WTW positions and 51 closed out — a net gain of 15 holders — while 154 added to existing stakes and 139 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $589M. The largest seller was ValueAct Holdings, exiting entirely with an estimated $460M sold.
- 433 institutional investors held Willis Towers Watson (WTW) as of Q4 2017, up from 422 in Q3 2017.
- Funds reported $18.7B of Willis Towers Watson stock for Q4 2017, down 3.5% quarter-over-quarter.
- 66 funds opened new Willis Towers Watson positions in Q4 2017 and 51 closed out, a net change of +15 holders.
- The largest Willis Towers Watson buyer in Q4 2017 was T. Rowe Price Associates, an estimated $589M added.
- The largest Willis Towers Watson seller in Q4 2017 was ValueAct Holdings, an estimated $460M sold.
Based on aggregated 13F filings for Q4 2017.