Willis Towers Watson
433 hedge funds and large institutions have $18.6B invested in Willis Towers Watson in 2018 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 127 increasing their positions, 167 reducing their positions, and 52 closing their positions.
12% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 52
0% more funds holding
Funds holding: 433 → 433 (0)
0% less capital invested
Capital invested by funds: $18.7B → $18.6B (-$72.3M)
1.38% less ownership
Funds ownership: 94.05% → 92.67% (-1.4%)
14% less funds holding in top 10
Funds holding in top 10: 14 → 12 (-2)
24% less repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 167
39% less call options, than puts
Call options by funds: $17.8M | Put options by funds: $29.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$98.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$89M |
| 3 |
SCA
Southpoint Capital Advisors
New York
|
+$62.8M |
| 4 |
Harris Associates
Chicago,
Illinois
|
+$58.8M |
| 5 |
LAM
Lyrical Asset Management
New York
|
+$22.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Highline Capital Management
New York
|
-$128M |
| 2 |
SI
Scharf Investments
Los Gatos,
California
|
-$67.2M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$61M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$42.4M |
| 5 |
SI
Sentry Investments
Toronto,
Ontario, Canada
|
-$40.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GT
476
Greenleaf Trust
Kalamazoo,
Michigan
| – | -$14K | -94 | Closed |
|
477
Bessemer Group
Woodbridge,
New Jersey
| – | -$14K | -91 | Closed |
|
|
BFEC
478
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$3K | -23 | Closed |
|
|
GWM
479
Geneos Wealth Management
Englewood,
Colorado
| – | -$3K | -22 | Closed |
|
|
KJWM
480
Kiley Juergens Wealth Management
Olympia,
Washington
| – | -$3K | -22 | Closed |
|
|
PCIA
481
Prime Capital Investment Advisors
Overland Park,
Kansas
| – | -$3K | -22 | Closed |
|
|
ST
482
Smithfield Trust
Pittsburgh,
Pennsylvania
| – | -$2K | -10 | Closed |
|
|
GI
483
Gradient Investments
Arden Hills,
Minnesota
| – | -$1K | -4 | Closed |
|
|
JA
484
JOYN Advisors
Atlanta,
Georgia
| – | +$471 | +3 | New |
|
|
GWA
485
Guidant Wealth Advisors
Palatine,
Illinois
| – | +$785 | +5 | New |
|
WTW Hedge Fund Activity: Q1 2018 in Review
433 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2018, worth a combined $18.6B — down 0.39% from $18.7B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new WTW positions and 52 closed out — a net gain of 6 holders — while 127 added to existing stakes and 167 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $98.7M. The largest seller was Highline Capital Management, exiting entirely with an estimated $128M sold.
- 433 institutional investors held Willis Towers Watson (WTW) as of Q1 2018, unchanged from Q4 2017.
- Funds reported $18.6B of Willis Towers Watson stock for Q1 2018, down 0.39% quarter-over-quarter.
- 58 funds opened new Willis Towers Watson positions in Q1 2018 and 52 closed out, a net change of +6 holders.
- The largest Willis Towers Watson buyer in Q1 2018 was T. Rowe Price Associates, an estimated $98.7M added.
- The largest Willis Towers Watson seller in Q1 2018 was Highline Capital Management, an estimated $128M sold.
Based on aggregated 13F filings for Q1 2018.