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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
WPA
451
West Paces Advisors
Georgia
$21.1K
KPW
452
Kore Private Wealth
New York
$21K -$3.25K -17 -13%
GEA
453
Glen Eagle Advisors
New Jersey
$20.1K +$18.2K +95 +1,357%
HIA
454
Harbor Investment Advisory
Maryland
$20K +$11.3K +59 +137%
MPWT
455
MassMutual Private Wealth & Trust
Connecticut
$19K +$18K +94 New
CT
456
Caldwell Trust
Florida
$18.5K
ZB
457
Zions Bancorporation
Utah
$16K +$574 +3 +4%
CCM
458
Cribstone Capital Management
Maine
$15K
HCM
459
Highlander Capital Management
New Jersey
$15K
Loomis, Sayles & Company
460
Loomis, Sayles & Company
Massachusetts
$14K -$574 -3 -4%
RDWM
461
Red Door Wealth Management
Tennessee
$14K
SL
462
Savior LLC
Massachusetts
$14K
AA
463
AlphaMark Advisors
Kentucky
$14K +$13.4K +70 New
TFO
464
Tarbox Family Office
California
$13K -$3.45K -18 -21%
EARNEST Partners
465
EARNEST Partners
Georgia
$13K
FMII
466
Farmers & Merchants Investments Inc
Nebraska
$13K +$383 +2 +3%
PB
467
Pinnacle Bancorp
Nebraska
$12K
PWMG
468
Prestige Wealth Management Group
New Jersey
$11K -$3.06K -16 -23%
GWS
469
Glassman Wealth Services
Virginia
$11K +$6.32K +33 +138%
SFSIG
470
San Francisco Sentry Investment Group
California
$9K -$4.98K -26 -35%
PMFA
471
Plante Moran Financial Advisors
Michigan
$9K
SIAS
472
Shine Investment Advisory Services
Colorado
$9K
BL
473
Balentine LLC
Georgia
$9K +$5.55K +29 +193%
CI
474
CX Institutional
Indiana
$9K +$7.47K +39 +433%
VCM
475
Versant Capital Management
Arizona
$6K

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.