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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
TFS
526
Thoroughbred Financial Services
Tennessee
-$535K -3,152 Closed
BS
527
Banco Santander
Spain
-$512K -3,013 Closed
PGCM
528
Prescott Group Capital Management
Oklahoma
-$510K -3,000 Closed
PIA
529
Piedmont Investment Advisors
North Carolina
-$417K -2,456 Closed
Parallax Volatility Advisers
530
Parallax Volatility Advisers
California
-$323K -1,903 Closed
BJL
531
Brighton Jones LLC
Washington
-$299K -1,761 Closed
JMPWA
532
JP Morgan Private Wealth Advisors
California
-$254K -1,495 Closed
IC
533
IEQ Capital
California
-$240K -1,417 Closed
LOAME
534
Lombard Odier Asset Management (Europe)
United Kingdom
-$223K -1,311 Closed
QT
535
Quantamental Technologies
New York
-$204K -1,200 Closed
CA
536
Commerzbank Aktiengesellschaft
Germany
-$203K -1,195 Closed
JG
537
Jefferies Group
New York
-$121K -711 Closed
GSWM
538
Golden State Wealth Management
California
-$87K -510 Closed
AIC
539
Ameritas Investment Company
Nebraska
-$30K -186 Closed
CYG
540
Clean Yield Group
Vermont
-$25K -145 Closed
TL
541
TrueWealth LLC
Georgia
-$12K -71 Closed
PGAM
542
Princeton Global Asset Management
New Jersey
-$11K -65 Closed
HPC
543
HM Payson & Co
Maine
-$7K -42 Closed
WAP
544
Wealthcare Advisory Partners
Pennsylvania
-$7K -40 Closed
CCA
545
Column Capital Advisors
Indiana
-$7K -39 Closed
BFEC
546
Benjamin F. Edwards & Company
Missouri
-$5K -29 Closed
TCOV
547
Trust Company of Vermont
Vermont
-$5K -29 Closed
AA
548
Advisory Alpha
Michigan
-$4.78K -27 Closed
EIP
549
Ellis Investment Partners
Pennsylvania
-$2K -14 Closed
CFGS
550
Concourse Financial Group Securities
Alabama
-$2.49K -13 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.