Willis Towers Watson
467 hedge funds and large institutions have $21B invested in Willis Towers Watson in 2019 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 162 increasing their positions, 148 reducing their positions, and 40 closing their positions.
247% more call options, than puts
Call options by funds: $39.6M | Put options by funds: $11.4M
125% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 40
14% more capital invested
Capital invested by funds: $18.4B → $21B (+$2.63B)
11% more funds holding
Funds holding: 420 → 467 (+47)
9% more repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 148
0.63% less ownership
Funds ownership: 93.16% → 92.53% (-0.63%)
13% less funds holding in top 10
Funds holding in top 10: 16 → 14 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$367M |
| 2 |
PIP
Permian Investment Partners
Dallas,
Texas
|
+$75.2M |
| 3 |
Millennium Management
New York
|
+$50.5M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$45.8M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$43.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LAM
Lyrical Asset Management
New York
|
-$248M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$118M |
| 3 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
-$108M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$92.1M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$89.9M |
WTW Hedge Fund Activity: Q1 2019 in Review
467 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2019, worth a combined $21B — up 14% from $18.4B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new WTW positions and 40 closed out — a net gain of 50 holders — while 162 added to existing stakes and 148 trimmed.
The largest buyer was BlackRock, adding an estimated $367M. The largest seller was Lyrical Asset Management, exiting entirely with an estimated $248M sold.
- 467 institutional investors held Willis Towers Watson (WTW) as of Q1 2019, up from 420 in Q4 2018.
- Funds reported $21B of Willis Towers Watson stock for Q1 2019, up 14% quarter-over-quarter.
- 90 funds opened new Willis Towers Watson positions in Q1 2019 and 40 closed out, a net change of +50 holders.
- The largest Willis Towers Watson buyer in Q1 2019 was BlackRock, an estimated $367M added.
- The largest Willis Towers Watson seller in Q1 2019 was Lyrical Asset Management, an estimated $248M sold.
Based on aggregated 13F filings for Q1 2019.