Willis Towers Watson
597 hedge funds and large institutions have $24.5B invested in Willis Towers Watson in 2022 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 186 increasing their positions, 231 reducing their positions, and 39 closing their positions.
118% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 39
57% more call options, than puts
Call options by funds: $75.5M | Put options by funds: $48.3M
19% more capital invested
Capital invested by funds: $20.6B → $24.5B (+$3.9B)
17% more funds holding in top 10
Funds holding in top 10: 18 → 21 (+3)
6% more funds holding
Funds holding: 564 → 597 (+33)
0.3% less ownership
Funds ownership: 93.52% → 93.22% (-0.3%)
19% less repeat investments, than reductions
Existing positions increased: 186 | Existing positions reduced: 231
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$128M |
| 2 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$116M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$110M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$65.9M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$44.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
-$119M |
| 2 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$73.9M |
| 3 |
SV
Starboard Value
New York
|
-$70.1M |
| 4 |
ACM
Abrams Capital Management
Boston,
Massachusetts
|
-$59.8M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$59.8M |
WTW Hedge Fund Activity: Q4 2022 in Review
597 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q4 2022, worth a combined $24.5B — up 19% from $20.6B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new WTW positions and 39 closed out — a net gain of 46 holders — while 186 added to existing stakes and 231 trimmed.
The largest buyer was Invesco, adding an estimated $128M. The largest seller was Barclays, cutting an estimated $119M.
- 597 institutional investors held Willis Towers Watson (WTW) as of Q4 2022, up from 564 in Q3 2022.
- Funds reported $24.5B of Willis Towers Watson stock for Q4 2022, up 19% quarter-over-quarter.
- 85 funds opened new Willis Towers Watson positions in Q4 2022 and 39 closed out, a net change of +46 holders.
- The largest Willis Towers Watson buyer in Q4 2022 was Invesco, an estimated $128M added.
- The largest Willis Towers Watson seller in Q4 2022 was Barclays, an estimated $119M sold.
Based on aggregated 13F filings for Q4 2022.