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Willis Towers Watson

379 hedge funds and large institutions have $16.6B invested in Willis Towers Watson in 2017 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 121 increasing their positions, 167 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,085% more call options, than puts

Call options by funds: $19.6M | Put options by funds: $616K

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

8% more capital invested

Capital invested by funds: $15.3B → $16.6B (+$1.26B)

1.87% more ownership

Funds ownership: 91.72%93.59% (+1.9%)

3% less funds holding

Funds holding: 391379 (-12)

11% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 38

28% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 167

Holders
379
Holders Change
-12
Holders Change %
-3.07%
% of All Funds
9.43%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.55%
New
34
Increased
121
Reduced
167
Closed
38
Calls
$19.6M
Puts
$616K
Net Calls
+$19M
Net Calls Change
+$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
BIP
26
Brandes Investment Partners
California
$139M +$3.06M +24,088 +2%
SOMRS
27
State of Michigan Retirement System
Michigan
$134M
Capital Research Global Investors
28
Capital Research Global Investors
California
$133M +$129M +1,014,516 New
MAI
29
Marble Arch Investments
New York
$132M -$25.2M -198,000 -16%
Franklin Resources
30
Franklin Resources
California
$126M +$3.1M +24,345 +3%
CCP
31
Clarkston Capital Partners
Michigan
$121M -$2.04M -16,055 -2%
Hotchkis & Wiley Capital Management
32
Hotchkis & Wiley Capital Management
California
$110M +$9.21M +72,431 +9%
VFA
33
Virtus Fund Advisers
Connecticut
$108M -$21.9M -172,259 -17%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$106M +$115K +904 +0.1%
SCA
35
Southpoint Capital Advisors
New York
$105M -$25.4M -200,000 -20%
UBS Group
36
UBS Group
Switzerland
$101M -$57.4M -451,268 -37%
SI
37
Scharf Investments
California
$100M -$7.65M -60,170 -7%
SCM
38
Sterling Capital Management
North Carolina
$98.5M -$9.78M -76,934 -9%
Mawer Investment Management
39
Mawer Investment Management
Alberta, Canada
$96.9M +$9.59M +75,388 +11%
TSW
40
Thompson Siegel & Walmsley
Virginia
$88.5M +$3.52M +27,703 +4%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$87.6M +$14.9M +117,075 +21%
Fidelity International
42
Fidelity International
Bermuda
$86.1M -$4.62M -36,368 -5%
Legal & General Group
43
Legal & General Group
United Kingdom
$76.3M -$78.1K -614 -0.1%
JP Morgan Chase
44
JP Morgan Chase
New York
$67.9M +$60.1M +472,900 +1,027%
BAMCO Inc
45
BAMCO Inc
New York
$66.8M -$254K -2,000 -0.4%
AI
46
Ariel Investments
Illinois
$65.7M +$11.8M +92,658 +23%
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$65.6M +$4.31M +33,868 +7%
Goldman Sachs
48
Goldman Sachs
New York
$63.9M +$3.04M +23,909 +5%
FCM
49
Frontier Capital Management
Massachusetts
$62.6M -$5.07M -39,847 -8%
NSCM
50
New South Capital Management
Tennessee
$61.8M -$987K -7,765 -2%

WTW Hedge Fund Activity: Q1 2017 in Review

379 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2017, worth a combined $16.6B — up 8.2% from $15.3B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of WTW and 34 opened new positions — a net loss of 4 holders — while 167 trimmed existing stakes and 121 added.

The largest buyer was BlackRock, adding an estimated $653M. The largest seller was Artisan Partners, exiting entirely with an estimated $169M sold.

  • 379 institutional investors held Willis Towers Watson (WTW) as of Q1 2017, down from 391 in Q4 2016.
  • Funds reported $16.6B of Willis Towers Watson stock for Q1 2017, up 8.2% quarter-over-quarter.
  • 34 funds opened new Willis Towers Watson positions in Q1 2017 and 38 closed out, a net change of -4 holders.
  • The largest Willis Towers Watson buyer in Q1 2017 was BlackRock, an estimated $653M added.
  • The largest Willis Towers Watson seller in Q1 2017 was Artisan Partners, an estimated $169M sold.

Based on aggregated 13F filings for Q1 2017.