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Willis Towers Watson
WTW

606 hedge funds and large institutions have $22.9B invested in Willis Towers Watson in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 183 increasing their positions, 249 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 56

25% more call options, than puts

Call options by funds: $46.4M | Put options by funds: $37.1M

2% more funds holding

Funds holding: 597 → 606 (+9)

0.84% more ownership

Funds ownership: 93.22% → 94.06% (+0.84%)

7% less capital invested

Capital invested by funds: $24.5B → $22.9B (-$1.65B)

27% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 249

33% less funds holding in top 10

Funds holding in top 10: 21 → 14 (-7)

Holders
606
Holders Change
+9
Holders Change %
+1.51%
% of All Funds
9.66%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.22%
New
75
Increased
183
Reduced
249
Closed
56
Calls
$46.4M
Puts
$37.1M
Net Calls
+$9.25M
Net Calls Change
-$18M

Top Buyers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$481M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$464M
3
Millennium Management
Millennium Management
New York
+$76.7M
4
American Century Companies
American Century Companies
Missouri
+$43.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$34M

Top Sellers

Rank Fund Capital Flow
1
Artisan Partners
Artisan Partners
Wisconsin
-$224M
2
EIG
EdgePoint Investment Group
Ontario, Canada
-$195M
3
AIM
Artemis Investment Management
United Kingdom
-$105M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$103M
5
BG
Baupost Group
Massachusetts
-$102M
Name Holding Trade Value Shares
Change 		Change in
Stake
Point72 Asset Management
401
Point72 Asset Management
Connecticut
$442K +$459K +1,900 New
WSTAM
402
Wilbanks Smith & Thomas Asset Management
Virginia
$437K – – –
Verition Fund Management
403
Verition Fund Management
Connecticut
$433K +$450K +1,862 New
DAS
404
Dynamic Advisor Solutions
Arizona
$430K +$14.7K +61 +3%
MYAM
405
Meiji Yasuda Asset Management
Japan
$428K -$757K -3,132 -63%
SI
406
Saxon Interests
Texas
$425K – – –
4WM
407
44 Wealth Management
Oregon
$425K -$4.59K -19 -1%
BCV
408
Banque Cantonale Vaudoise
Switzerland
$418K – – –
TMAM
409
Tokio Marine Asset Management
Japan
$416K +$66.7K +276 +18%
MA
410
Mutual Advisors
Nebraska
$412K +$429K +1,774 New
VCM
411
Vivaldi Capital Management
Illinois
$412K +$483 +2 +0.1%
DFA
412
DHJJ Financial Advisors
Illinois
$407K – – –
ClearBridge Investments
413
ClearBridge Investments
New York
$402K -$48.4K -200 -10%
ESCM
414
Echo Street Capital Management
New York
$401K +$417K +1,725 New
ACM
415
Acrisure Capital Management
Texas
$400K +$177K +731 +74%
BTI
416
Blue Trust Inc
Georgia
$400K +$149K +615 +60%
KI
417
Kula Investments
Illinois
$398K +$414K +1,714 New
TFF
418
The Family Firm
Maryland
$396K +$1.45K +6 +0.4%
MNBTD
419
Moody National Bank Trust Division
Texas
$394K – – –
OTL
420
Oak Thistle LLC
New York
$386K +$402K +1,661 New
Northwestern Mutual Wealth Management
421
Northwestern Mutual Wealth Management
Wisconsin
$386K -$9.67K -40 -2%
KAS
422
Kestra Advisory Services
Texas
$380K -$200K -829 -34%
SP
423
Symmetry Partners
Connecticut
$380K – – –
Federated Hermes
424
Federated Hermes
Pennsylvania
$379K +$231K +956 +142%
SPIA
425
Steward Partners Investment Advisory
New York
$378K -$165K -683 -30%
15 16
17
18 19

WTW Hedge Fund Activity: Q1 2023 in Review

606 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2023, worth a combined $22.9B — down 6.7% from $24.5B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new WTW positions and 56 closed out — a net gain of 19 holders — while 183 added to existing stakes and 249 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $481M. The largest seller was Artisan Partners, cutting an estimated $224M.

  • 606 institutional investors held Willis Towers Watson (WTW) as of Q1 2023, up from 597 in Q4 2022.
  • Funds reported $22.9B of Willis Towers Watson stock for Q1 2023, down 6.7% quarter-over-quarter.
  • 75 funds opened new Willis Towers Watson positions in Q1 2023 and 56 closed out, a net change of +19 holders.
  • The largest Willis Towers Watson buyer in Q1 2023 was Massachusetts Financial Services, an estimated $481M added.
  • The largest Willis Towers Watson seller in Q1 2023 was Artisan Partners, an estimated $224M sold.

Based on aggregated 13F filings for Q1 2023.