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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
VFA
476
Valeo Financial Advisors
Indiana
$6K +$1.15K +6 +22%
ST
477
Smithfield Trust
Pennsylvania
$5K -$160K -834 -97%
AF
478
Advisornet Financial
Minnesota
$5K -$41.4K -216 -89%
IAS
479
IMA Advisory Services
Colorado
$5K
PFGIA
480
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$3.64K +19 +380%
FMP
481
Financial Management Professionals
Texas
$5K +$4.98K +26 New
IFAM
482
Institutional & Family Asset Management
Colorado
$4K -$1.15K -6 -21%
EW
483
Evoke Wealth
California
$4K
GAM
484
Gemmer Asset Management
California
$4K
WTC
485
WhitTier Trust Company
Nevada
$4K
CTC
486
Central Trust Company
Missouri
$4K +$3.45K +18 New
EWA
487
Evolution Wealth Advisors
Florida
$4K +$3.83K +20 New
PW
488
Price Wealth
Texas
$4K +$3.83K +20 New
TWA
489
TCI Wealth Advisors
Arizona
$3K -$9.38K -49 -79%
HWM
490
HighMark Wealth Management
Minnesota
$3K
CFD
491
Creative Financial Designs
Indiana
$3K +$2.87K +15 New
PA
492
Procyon Advisors
Connecticut
$2K -$64.3K -336 -97%
M
493
MOTCO
Texas
$2K
WCG
494
Weaver Consulting Group
California
$2K
JCM
495
Jacobi Capital Management
Pennsylvania
$2K +$1.53K +8 New
AWM
496
Apollon Wealth Management
South Carolina
$2K +$1.72K +9 New
SWA
497
Sutton Wealth Advisors
Florida
$1.18K
CFFP
498
Center for Financial Planning
Michigan
$1K -$10.7K -56 -95%
CWC
499
Carolinas Wealth Consulting
North Carolina
$1K +$574 +3 New
AWA
500
Arkadios Wealth Advisors
Georgia
$407 -$957 -5 -71%

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.