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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
KA
501
Kerrisdale Advisers
Florida
-$33.1M -194,600 Closed
CPC
502
Cookson Peirce & Co
Pennsylvania
-$22.4M -131,850 Closed
VWM
503
Valley Wealth Managers
New Jersey
-$15.1M -89,133 Closed
Man Group
504
Man Group
United Kingdom
-$10.5M -61,890 Closed
Pzena Investment Management
505
Pzena Investment Management
New York
-$7.89M -46,485 Closed
RA
506
Ramius Advisors
New York
-$5.96M -35,100 Closed
PFMOSF
507
Philadelphia Financial Management of San Francisco
California
-$4.66M -27,416 Closed
Voloridge Investment Management
508
Voloridge Investment Management
Florida
-$4.59M -27,008 Closed
CCM
509
Channing Capital Management
Illinois
-$3.68M -21,661 Closed
MAM
510
Majedie Asset Management
United Kingdom
-$3.21M -18,843 Closed
IUHSA
511
Itau Unibanco Holding S.A.
Brazil
-$1.82M -10,700 Closed
SCM
512
Shelton Capital Management
Colorado
-$1.77M -10,443 Closed
TAM
513
Tealwood Asset Management
Minnesota
-$1.75M -10,325 Closed
CC
514
Cognios Capital
Kansas
-$1.5M -8,853 Closed
SCM
515
Silvant Capital Management
Georgia
-$1.45M -8,474 Closed
AWM
516
Avitas Wealth Management
California
-$1.43M -8,399 Closed
PCM
517
Prana Capital Management
Connecticut
-$1.2M -7,047 Closed
IMRF
518
Illinois Municipal Retirement Fund
Illinois
-$1.12M -6,610 Closed
SEC
519
Seven Eight Capital
New York
-$1.04M -6,100 Closed
KAS
520
Kemnay Advisory Services
New York
-$822K -4,838 Closed
PFM
521
Patton Fund Management
Texas
-$780K -4,593 Closed
Connor, Clark & Lunn Investment Management (CC&L)
522
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$760K -4,475 Closed
OPPTF
523
OPSEU Pension Plan Trust Fund
Ontario, Canada
-$684K -4,169 Closed
Simplex Trading
524
Simplex Trading
Illinois
-$709K -3,702 Closed
AAM
525
Arabesque Asset Management
United Kingdom
-$609K -3,587 Closed

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.