We are live on ! Find out more
WTW icon

Willis Towers Watson
WTW

485 hedge funds and large institutions have $20.1B invested in Willis Towers Watson in 2020 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 183 increasing their positions, 168 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more call options, than puts

Call options by funds: $47.9M | Put options by funds: $11.8M

23% more funds holding in top 10

Funds holding in top 10: 13 → 16 (+3)

9% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 168

0% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 71

0.75% less ownership

Funds ownership: 92.63% → 91.88% (-0.75%)

1% less funds holding

Funds holding: 492 → 485 (-7)

16% less capital invested

Capital invested by funds: $24.1B → $20.1B (-$3.96B)

Holders
485
Holders Change
-7
Holders Change %
-1.42%
% of All Funds
10.69%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.35%
New
71
Increased
183
Reduced
168
Closed
71
Calls
$47.9M
Puts
$11.8M
Net Calls
+$36.2M
Net Calls Change
+$39.4M

Top Buyers

1
Citigroup
Citigroup
New York
+$528M
2
MF
Magnetar Financial
Illinois
+$199M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$146M
4
UBS AM
UBS AM
Illinois
+$125M
5
Capital World Investors
Capital World Investors
California
+$101M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$354M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$315M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$314M
4
LP
Longview Partners
Guernsey
-$225M
5
Citadel Advisors
Citadel Advisors
Florida
-$204M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCG
476
Weaver Consulting Group
California
$2K – – –
M
477
MOTCO
Texas
$2K +$1.77K +9 New
DWM
478
Darwin Wealth Management
Florida
$2K +$2.56K +13 New
AWA
479
Arkadios Wealth Advisors
Georgia
$1.19K -$393 -2 -22%
GEA
480
Glen Eagle Advisors
New Jersey
$1.19K – – –
SWA
481
Sutton Wealth Advisors
Florida
$1.02K +$1.18K +6 New
PFGIA
482
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
ETC
483
Exchange Traded Concepts
Oklahoma
$1K +$590 +3 New
EWM
484
EPG Wealth Management
Georgia
$1K +$786 +4 New
Capital International Investors
485
Capital International Investors
California
– -$354M -1,752,383 Closed
Harris Associates
486
Harris Associates
Illinois
– -$86.3M -427,194 Closed
Jacobs Levy Equity Management
487
Jacobs Levy Equity Management
New Jersey
– -$49.9M -247,096 Closed
ACM
488
Argent Capital Management
Missouri
– -$40.8M -201,808 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
489
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$14.8M -73,276 Closed
Wolverine Trading
490
Wolverine Trading
Illinois
– -$9.04M -45,986 Closed
LC
491
Lunia Capital
Texas
– -$6.66M -33,000 Closed
CRM
492
Capital Returns Management
New York
– -$4.29M -21,220 Closed
TAM
493
Todd Asset Management
Kentucky
– -$3.05M -15,100 Closed
UOC
494
UBS O'Connor
Illinois
– -$3.03M -15,000 Closed
DAM
495
Deltec Asset Management
New York
– -$2.49M -12,339 Closed
MRA
496
Mountain Road Advisors
New York
– -$2.02M -10,000 Closed
SSA
497
Schonfeld Strategic Advisors
New York
– -$1.94M -9,600 Closed
MWP
498
MYCIO Wealth Partners
Pennsylvania
– -$1.67M -8,263 Closed
RHJA
499
Rice Hall James & Associates
California
– -$1.52M -7,554 Closed
PP
500
PDT Partners
New York
– -$1.41M -7,000 Closed
18 19
20
21 22

WTW Hedge Fund Activity: Q1 2020 in Review

485 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2020, worth a combined $20.1B — down 16% from $24.1B a quarter earlier.

Fund positioning in WTW was balanced in Q1 2020: 71 funds opened new positions, 71 closed out, 183 added to existing stakes and 168 trimmed.

The largest buyer was Citigroup, adding an estimated $528M. The largest seller was Capital International Investors, exiting entirely with an estimated $354M sold.

  • 485 institutional investors held Willis Towers Watson (WTW) as of Q1 2020, down from 492 in Q4 2019.
  • Funds reported $20.1B of Willis Towers Watson stock for Q1 2020, down 16% quarter-over-quarter.
  • 71 funds opened new Willis Towers Watson positions in Q1 2020 and 71 closed out, a net change of 0 holders.
  • The largest Willis Towers Watson buyer in Q1 2020 was Citigroup, an estimated $528M added.
  • The largest Willis Towers Watson seller in Q1 2020 was Capital International Investors, an estimated $354M sold.

Based on aggregated 13F filings for Q1 2020.