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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
Millennium Management
26
Millennium Management
New York
$190M +$102M +533,460 +123%
WCMNY
27
Westchester Capital Management (New York)
New York
$188M +$104M +544,424 +133%
Legal & General Group
28
Legal & General Group
United Kingdom
$164M -$26.5M -138,541 -14%
UBS Group
29
UBS Group
Switzerland
$156M +$87.5M +456,815 +135%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$154M +$6.87M +35,880 +5%
CVA
31
Ceredex Value Advisors
Florida
$149M -$29.1M -152,242 -17%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$139M +$4.98M +26,008 +4%
State of Wisconsin Investment Board
33
State of Wisconsin Investment Board
Wisconsin
$136M +$7.71M +40,264 +6%
CC
34
Carlson Capital
Texas
$136M +$113M +592,367 +592%
N
35
Nuveen
North Carolina
$130M -$26.9M -140,516 -18%
Charles Schwab
36
Charles Schwab
California
$115M +$1.06M +5,541 +1%
Goldman Sachs
37
Goldman Sachs
New York
$110M +$3.16M +16,504 +3%
TD Asset Management
38
TD Asset Management
Ontario, Canada
$103M -$8.36M -43,669 -8%
Swiss National Bank
39
Swiss National Bank
Switzerland
$100M +$1.93M +10,100 +2%
Arrowstreet Capital
40
Arrowstreet Capital
Massachusetts
$98.8M +$60M +313,649 +167%
Dimensional Fund Advisors
41
Dimensional Fund Advisors
Texas
$95.1M -$2.59M -13,521 -3%
PAM
42
PSquared Asset Management
Switzerland
$95M +$92.3M +482,185 New
CS
43
Credit Suisse
Switzerland
$90.3M +$36M +188,177 +70%
Adage Capital Partners
44
Adage Capital Partners
Massachusetts
$88.5M +$23.9M +124,850 +38%
Mawer Investment Management
45
Mawer Investment Management
Alberta, Canada
$87.8M -$5.01M -26,171 -6%
Bank of America
46
Bank of America
North Carolina
$86.2M -$23M -119,928 -22%
Morgan Stanley
47
Morgan Stanley
New York
$85.5M +$34.4M +179,773 +71%
Balyasny Asset Management
48
Balyasny Asset Management
Illinois
$83.9M -$29.8M -155,802 -27%
Capital Research Global Investors
49
Capital Research Global Investors
California
$83.5M -$3.25K -17 -0%
AAM
50
Alpine Associates Management
Florida
$83.2M +$31.6M +165,184 +64%

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.