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Willis Towers Watson
WTW

564 hedge funds and large institutions have $20.6B invested in Willis Towers Watson in 2022 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 191 increasing their positions, 206 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $49.2M | Put options by funds: $35.9M

29% more funds holding in top 10

Funds holding in top 10: 14 → 18 (+4)

1% more capital invested

Capital invested by funds: $20.3B → $20.6B (+$297M)

0.98% more ownership

Funds ownership: 92.54% → 93.52% (+0.98%)

3% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 62

7% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 206

2% less funds holding

Funds holding: 574 → 564 (-10)

Holders
564
Holders Change
-10
Holders Change %
-1.74%
% of All Funds
9.72%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.31%
New
60
Increased
191
Reduced
206
Closed
62
Calls
$49.2M
Puts
$35.9M
Net Calls
+$13.3M
Net Calls Change
-$11.4M

Top Buyers

Rank Fund Capital Flow
1
AIM
Artemis Investment Management
United Kingdom
+$130M
2
Artisan Partners
Artisan Partners
Wisconsin
+$109M
3
BG
Baupost Group
Massachusetts
+$74M
4
Harris Associates
Harris Associates
Illinois
+$57M
5
GCM
Glenview Capital Management
New York
+$46.1M

Top Sellers

Rank Fund Capital Flow
1
EIG
EdgePoint Investment Group
Ontario, Canada
-$93.8M
2
Barclays
Barclays
United Kingdom
-$90.1M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$73.5M
4
First Trust Advisors
First Trust Advisors
Illinois
-$62.9M
5
Victory Capital Management
Victory Capital Management
Texas
-$59.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
526
Moisand Fitzgerald Tamayo
Florida
$4K +$4.33K +21 New
WPA
527
West Paces Advisors
Georgia
$3.01K – – –
JWM
528
Janiczek Wealth Management
Colorado
$3K – – –
VCM
529
Versant Capital Management
Arizona
$3K – – –
EW
530
Evoke Wealth
California
$3K +$1.86K +9 +113%
GRP
531
Global Retirement Partners
California
$3K +$2.27K +11 +1,100%
SSB
532
Sandy Spring Bank
Maryland
$3K +$2.68K +13 New
SIC
533
SJS Investment Consulting
Ohio
$3K +$2.68K +13 New
CB
534
Community Bank
New York
$3K +$3.3K +16 New
SWA
535
Sutton Wealth Advisors
Florida
$2.61K -$206 -1 -7%
TWC
536
TD Waterhouse Canada
Ontario, Canada
$2.48K – – –
BC
537
Bartlett & Co
Ohio
$2K – – –
EBA
538
Eagle Bay Advisors
New York
$2K – – –
Loomis, Sayles & Company
539
Loomis, Sayles & Company
Massachusetts
$2K – – –
MA
540
MCF Advisors
Kentucky
$2K – – –
OLVIG
541
Oliver Lagore Vanvalin Investment Group
Michigan
$2K – – –
TF
542
Tompkins Financial
New York
$2K – – –
DI
543
Disciplined Investments
Oklahoma
$2K +$206 +1 +10%
ANBT
544
American National Bank & Trust
Texas
$2K +$1.86K +9 New
BCWM
545
Bartlett & Co Wealth Management
Ohio
$1.82K – – –
APA
546
American Portfolios Advisors
New York
$1.81K – – –
HWP
547
Highline Wealth Partners
California
$1.41K +$1.44K +7 New
AWM
548
Abound Wealth Management
Tennessee
$1.21K +$1.24K +6 New
AAP
549
Arax Advisory Partners
Colorado
$1K – – –
AWM
550
Atticus Wealth Management
Florida
$1K – – –
20 21
22
23 24

WTW Hedge Fund Activity: Q3 2022 in Review

564 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q3 2022, worth a combined $20.6B — up 1.5% from $20.3B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of WTW and 60 opened new positions — a net loss of 2 holders — while 206 trimmed existing stakes and 191 added.

The largest buyer was Artemis Investment Management, opening a new position worth an estimated $130M. The largest seller was EdgePoint Investment Group, cutting an estimated $93.8M.

  • 564 institutional investors held Willis Towers Watson (WTW) as of Q3 2022, down from 574 in Q2 2022.
  • Funds reported $20.6B of Willis Towers Watson stock for Q3 2022, up 1.5% quarter-over-quarter.
  • 60 funds opened new Willis Towers Watson positions in Q3 2022 and 62 closed out, a net change of -2 holders.
  • The largest Willis Towers Watson buyer in Q3 2022 was Artemis Investment Management, an estimated $130M added.
  • The largest Willis Towers Watson seller in Q3 2022 was EdgePoint Investment Group, an estimated $93.8M sold.

Based on aggregated 13F filings for Q3 2022.