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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
SF
351
Synovus Financial
Georgia
$519K -$240K -1,253 -32%
FDCDDQ
352
Federation des caisses Desjardins du Quebec
Quebec, Canada
$505K
First Trust Advisors
353
First Trust Advisors
Illinois
$501K -$15.2M -79,250 -97%
APA
354
American Portfolios Advisors
New York
$480K -$9.19K -48 -2%
EI
355
Ethic Inc
New York
$475K -$57.2K -299 -11%
VIA
356
Vident Investment Advisory
Georgia
$471K -$82.5K -431 -15%
Wealthfront Advisers
357
Wealthfront Advisers
California
$458K -$11.5K -60 -3%
CAPTRUST Financial Advisors
358
CAPTRUST Financial Advisors
North Carolina
$458K +$249K +1,303 +126%
SPIA
359
Steward Partners Investment Advisory
New York
$449K -$63.6K -332 -13%
CB
360
Commerce Bank
Missouri
$438K -$180K -940 -30%
TAM
361
Tocqueville Asset Management
New York
$419K
BBHC
362
Brown Brothers Harriman & Co
New York
$417K -$49.4K -258 -11%
ASN
363
Advisory Services Network
Georgia
$413K +$37.5K +196 +10%
KPF
364
K2 Principal Fund
Ontario, Canada
$394K +$383K +2,000 New
SAM
365
Strategy Asset Managers
California
$392K +$10.7K +56 +3%
PA
366
Profund Advisors
Maryland
$382K -$1.32M -6,901 -78%
ARTA
367
A.R.T. Advisors
New York
$375K +$364K +1,903 New
CAM
368
Cresset Asset Management
Illinois
$371K +$359K +1,875 New
BAS
369
Brown Advisory Securities
Maryland
$370K
WSTAM
370
Wilbanks Smith & Thomas Asset Management
Virginia
$367K -$181K -943 -34%
QSS
371
Quantitative Systematic Strategies
Florida
$367K +$108K +563 +43%
D.E. Shaw & Co
372
D.E. Shaw & Co
New York
$365K -$22M -114,763 -98%
GIA
373
Gateway Investment Advisers
Ohio
$363K -$135K -703 -28%
Tudor Investment Corp
374
Tudor Investment Corp
Connecticut
$357K +$347K +1,811 New
BC
375
Brinker Capital
Pennsylvania
$354K -$25.7K -134 -7%

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.