We are live on ! Find out more
WTW icon

Willis Towers Watson
WTW

401 hedge funds and large institutions have $14.2B invested in Willis Towers Watson in 2016 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 136 increasing their positions, 50 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 35

172% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 50

160% more call options, than puts

Call options by funds: $12.2M | Put options by funds: $4.71M

130% more funds holding in top 10

Funds holding in top 10: 10 → 23 (+13)

77% more funds holding

Funds holding: 226 → 401 (+175)

66% more capital invested

Capital invested by funds: $8.59B → $14.2B (+$5.63B)

Holders
401
Holders Change
+175
Holders Change %
+77.43%
% of All Funds
10.68%
Holding in Top 10
23
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+130%
% of All Funds
0.61%
New
210
Increased
136
Reduced
50
Closed
35
Calls
$12.2M
Puts
$4.71M
Net Calls
+$7.52M
Net Calls Change
+$6.38M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$805M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$690M
3
State Street
State Street
Massachusetts
+$498M
4
ECU
Egerton Capital (UK)
United Kingdom
+$245M
5
MAI
Marble Arch Investments
New York
+$223M

Top Sellers

1
AGA
Altrinsic Global Advisors
Connecticut
-$249M
2
Pzena Investment Management
Pzena Investment Management
New York
-$94.7M
3
Harris Associates
Harris Associates
Illinois
-$92.4M
4
AGM
Alpine Global Management
New York
-$65.9M
5
Two Sigma Investments
Two Sigma Investments
New York
-$37.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
NCMU
26
NAYA Capital Management (UK)
United Kingdom
$128M +$124M +1,074,816 New
WRF
27
Waddell & Reed Financial
Kansas
$120M +$117M +1,013,822 New
Goldman Sachs
28
Goldman Sachs
New York
$120M +$30.8M +267,292 +36%
Franklin Resources
29
Franklin Resources
California
$119M +$113M +978,358 +4,806%
SCM
30
Sterling Capital Management
North Carolina
$117M +$1.23M +10,721 +1%
VFA
31
Virtus Fund Advisers
Connecticut
$114M +$74.3M +645,472 +206%
BG
32
BlackRock Group
United Kingdom
$112M +$59.1M +513,555 +118%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$112M +$108M +941,884 New
DCM
34
Driehaus Capital Management
Illinois
$102M +$70.8M +614,896 +254%
SOMRS
35
State of Michigan Retirement System
Michigan
$101M +$97.6M +847,990 +44,915%
Hotchkis & Wiley Capital Management
36
Hotchkis & Wiley Capital Management
California
$100M -$4.08M -35,439 -4%
IIM
37
Ivory Investment Management
New York
$93.2M +$90.5M +785,761 New
PIP
38
Permian Investment Partners
Texas
$92.7M +$89.9M +780,859 New
Fidelity Investments
39
Fidelity Investments
Massachusetts
$91.6M +$84.9M +737,368 +2,142%
Ameriprise
40
Ameriprise
Minnesota
$88.7M +$85.5M +742,954 +15,661%
Fidelity International
41
Fidelity International
Bermuda
$82.4M +$78.8M +684,388 +6,943%
CCP
42
Clarkston Capital Partners
Michigan
$80.4M +$78M +677,659 New
BAMCO Inc
43
BAMCO Inc
New York
$76.8M +$74.5M +647,098 New
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$69.2M +$1.68M +14,560 +3%
Boston Partners
45
Boston Partners
Massachusetts
$64.7M +$62.7M +544,833 New
NSCM
46
New South Capital Management
Tennessee
$61.7M -$24.6M -213,824 -29%
UOC
47
UBS O'Connor
Illinois
$61.2M +$59.4M +515,546 New
Neuberger Berman Group
48
Neuberger Berman Group
New York
$60.3M -$2.83M -24,594 -5%
TSW
49
Thompson Siegel & Walmsley
Virginia
$58.3M +$27.5M +239,030 +95%
Charles Schwab
50
Charles Schwab
California
$55.5M +$37.3M +324,005 +225%
1
2
3 4 5

WTW Hedge Fund Activity: Q1 2016 in Review

401 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2016, worth a combined $14.2B — up 66% from $8.59B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new WTW positions and 35 closed out — a net gain of 175 holders — while 136 added to existing stakes and 50 trimmed.

The largest buyer was Vanguard Group, adding an estimated $805M. The largest seller was Altrinsic Global Advisors, exiting entirely with an estimated $249M sold.

  • 401 institutional investors held Willis Towers Watson (WTW) as of Q1 2016, up from 226 in Q4 2015.
  • Funds reported $14.2B of Willis Towers Watson stock for Q1 2016, up 66% quarter-over-quarter.
  • 210 funds opened new Willis Towers Watson positions in Q1 2016 and 35 closed out, a net change of +175 holders.
  • The largest Willis Towers Watson buyer in Q1 2016 was Vanguard Group, an estimated $805M added.
  • The largest Willis Towers Watson seller in Q1 2016 was Altrinsic Global Advisors, an estimated $249M sold.

Based on aggregated 13F filings for Q1 2016.