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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
LSA
501
L & S Advisors
California
– -$1.38M -6,824 Closed
OI
502
Oakbrook Investments
Illinois
– -$1.38M -6,824 Closed
MYAM
503
Meiji Yasuda Asset Management
Japan
– -$1.16M -5,719 Closed
MC
504
Machina Capital
France
– -$1.01M -5,027 Closed
GCP
505
GSA Capital Partners
United Kingdom
– -$973K -4,819 Closed
JHP
506
James Hambro & Partners
United Kingdom
– -$858K -4,250 Closed
SAM
507
Symphony Asset Management
California
– -$845K -4,186 Closed
SRAM
508
Stone Ridge Asset Management
New York
– -$666K -3,300 Closed
CC
509
Centiva Capital
New York
– -$664K -3,289 Closed
SSWM
510
Sheets Smith Wealth Management
North Carolina
– -$561K -2,800 Closed
BBVA
511
Banco Bilbao Vizcaya Argentaria
Spain
– -$315K -2,758 Closed
CCM
512
Crabel Capital Management
California
– -$508K -2,517 Closed
ECM
513
ExodusPoint Capital Management
New York
– -$483K -2,391 Closed
SP
514
Symmetry Partners
Connecticut
– -$421K -2,084 Closed
CC
515
Cipher Capital
New York
– -$401K -1,983 Closed
MERSOM
516
Municipal Employees' Retirement System of Michigan
Michigan
– -$366K -1,810 Closed
HI
517
Horizon Investments
North Carolina
– -$338K -1,676 Closed
OAM
518
Oxford Asset Management
United Kingdom
– -$310K -1,535 Closed
AWM
519
AE Wealth Management
Kansas
– -$306K -1,513 Closed
Walleye Trading
520
Walleye Trading
New York
– -$301K -1,493 Closed
PTC
521
Provident Trust Company
Wisconsin
– -$295K -1,463 Closed
Capital Fund Management (CFM)
522
Capital Fund Management (CFM)
France
– -$285K -1,411 Closed
Brown Advisory
523
Brown Advisory
Maryland
– -$263K -1,305 Closed
FTIOP
524
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$233K -1,154 Closed
AIM
525
Alhambra Investment Management
Florida
– -$224K -1,110 Closed
19 20
21
22 23

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.