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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
OSAM
426
O'Shaughnessy Asset Management
Connecticut
$93K +$81.9K +428 +973%
EI
427
Ellevest Inc
New York
$81K +$35K +183 +80%
S
428
SignatureFD
Georgia
$80K +$13.8K +72 +21%
MAM
429
Meeder Asset Management
Ohio
$78K +$60.5K +316 +385%
QCG
430
Quadrant Capital Group
Ohio
$75K -$219K -1,145 -75%
IA
431
IFP Advisors
Florida
$67K -$3.45K -18 -5%
GCM
432
Gables Capital Management
Florida
$67K
OPS
433
Orion Portfolio Solutions
Nebraska
$66K +$52.3K +273 +427%
CFA
434
Carroll Financial Associates
North Carolina
$56K +$42.5K +222 +342%
PCG
435
Private Capital Group
Connecticut
$41K -$30.1K -157 -43%
PCM
436
Penserra Capital Management
California
$41K +$6.89K +36 +21%
AI
437
ArchPoint Investors
Florida
$40K
BDWM
438
Brewin Dolphin Wealth Management
Ireland
$39.4K +$38.3K +200 New
BCA
439
Berman Capital Advisors
Georgia
$39K -$5.74K -30 -13%
CFG
440
Citizens Financial Group
Rhode Island
$39K
CAN
441
Cetera Advisor Networks
California
$38K +$36.8K +192 New
ACA
442
Atlas Capital Advisors
Wyoming
$35.1K -$5.55K -29 -14%
PFBT
443
Parkside Financial Bank & Trust
Missouri
$34K +$4.21K +22 +14%
IRC
444
Investors Research Corp
Georgia
$30K
LC
445
Lindbrook Capital
California
$28K +$574 +3 +2%
RWB
446
RMR Wealth Builders
New Jersey
$27K +$26.6K +139 New
HWA
447
Heritage Wealth Advisors
Virginia
$25K -$57.4K -300 -70%
SFS
448
Sowell Financial Services
Arkansas
$25K -$6.32K -33 -20%
AIL
449
AGF Investments LLC
Ontario, Canada
$25K +$24.5K +128 New
HR
450
Howe & Rusling
New York
$22K +$957 +5 +5%

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.