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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
CCP
401
Corient Capital Partners
California
$245K +$238K +1,242 New
DAS
402
Dynamic Advisor Solutions
Arizona
$239K +$3.06K +16 +1%
Federated Hermes
403
Federated Hermes
Pennsylvania
$234K +$91.3K +477 +67%
JFA
404
JNBA Financial Advisors
Minnesota
$232K -$4.59K -24 -2%
RIL
405
Rothschild Investment LLC
Illinois
$229K +$223K +1,163 New
DC
406
Davenport & Co
Virginia
$227K +$221K +1,154 New
Carson Wealth (CWM LLC)
407
Carson Wealth (CWM LLC)
Nebraska
$221K
LC
408
Landaas & Company
Wisconsin
$219K
MFG
409
Magnus Financial Group
New York
$210K +$204K +1,064 New
Victory Capital Management
410
Victory Capital Management
Texas
$209K -$14.2M -74,373 -99%
Axa
411
Axa
France
$209K -$4.48M -23,413 -96%
NEGWA
412
New England Guild Wealth Advisors
Connecticut
$208K +$202K +1,055 New
CCM
413
Carlson Capital Management
Minnesota
$206K +$195K +1,018 New
NAM
414
NorthCoast Asset Management
Connecticut
$206K +$201K +1,048 New
SBSB
415
Sullivan, Bruyette, Speros & Blaney
Virginia
$174K
Lazard Asset Management
416
Lazard Asset Management
New York
$165K
Fifth Third Bancorp
417
Fifth Third Bancorp
Ohio
$148K -$14.2K -74 -9%
ICOM
418
Investment Counselors of Maryland
Maryland
$143K -$50.9K -266 -27%
PA
419
Parallel Advisors
California
$138K +$6.89K +36 +5%
FMT
420
First Mercantile Trust
Tennessee
$128K -$2.87K -15 -2%
C
421
Cerebellum
California
$122K +$155K +812 New
EFSCE
422
Enterprise Financial Services Corp (EFSC)
Missouri
$117K
CIA
423
CSat Investment Advisory
Michigan
$107K +$30.8K +161 +42%
AIM
424
AIA Investment Management
Singapore
$98K
Daiwa Securities Group
425
Daiwa Securities Group
Japan
$96K

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.