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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
AssetMark Inc
376
AssetMark Inc
California
$352K -$261K -1,365 -43%
IIC
377
Integrated Investment Consultants
Michigan
$349K -$77.2K -403 -19%
CB
378
Cadence Bank
Mississippi
$347K
VCM
379
Vivaldi Capital Management
Illinois
$341K +$574 +3 +0.2%
Cambridge Investment Research Advisors
380
Cambridge Investment Research Advisors
Iowa
$339K -$7.47K -39 -2%
CIP
381
Cornerstone Investment Partners
Georgia
$320K -$40.2K -210 -11%
QI
382
QS Investors
New York
$319K
BSW
383
Buckingham Strategic Wealth
Missouri
$309K -$1.53K -8 -0.5%
CI
384
Conning Inc
Connecticut
$306K -$23.2K -121 -7%
LNWWM
385
Laird Norton Wetherby Wealth Management
California
$303K -$2.49K -13 -0.8%
RWMH
386
Riverpoint Wealth Management Holdings
Illinois
$303K
RFC
387
Regions Financial Corp
Alabama
$300K +$2.11K +11 +0.7%
UCFA
388
United Capital Financial Advisors
Texas
$299K -$9.57K -50 -3%
GAM
389
Garrison Asset Management
Arkansas
$297K -$38.3K -200 -12%
LI
390
Leap Investments
Illinois
$295K +$287K +1,500 New
Cohen & Steers
391
Cohen & Steers
New York
$283K
AWM
392
Avior Wealth Management
Nebraska
$280K -$12.3K -64 -4%
FA
393
FDx Advisors
Illinois
$269K +$262K +1,368 New
CIM
394
Contravisory Investment Management
Massachusetts
$269K +$265K +1,384 +7,284%
DHFB
395
Dixon Hubard Feinour & Brown
Virginia
$263K
GT
396
Greenleaf Trust
Michigan
$261K +$26.4K +138 +12%
CAM
397
Crestone Asset Management
Colorado
$256K +$249K +1,300 New
BCV
398
Banque Cantonale Vaudoise
Switzerland
$255K
AIM
399
Alhambra Investment Management
Florida
$251K +$244K +1,272 New
GT
400
Glenmede Trust
Pennsylvania
$246K +$28.3K +148 +13%

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.