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Willis Towers Watson
WTW

558 hedge funds and large institutions have $20.1B invested in Willis Towers Watson in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 175 increasing their positions, 234 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more call options, than puts

Call options by funds: $110M | Put options by funds: $46.3M

58% more funds holding in top 10

Funds holding in top 10: 12 → 19 (+7)

0.36% more ownership

Funds ownership: 91.32% → 91.69% (+0.36%)

4% less funds holding

Funds holding: 579 → 558 (-21)

12% less capital invested

Capital invested by funds: $22.8B → $20.1B (-$2.72B)

22% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 79

25% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 234

Holders
558
Holders Change
-21
Holders Change %
-3.63%
% of All Funds
8.86%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.3%
New
62
Increased
175
Reduced
234
Closed
79
Calls
$110M
Puts
$46.3M
Net Calls
+$64M
Net Calls Change
+$31.8M

Top Buyers

Rank Fund Capital Flow
1
Harris Associates
Harris Associates
Illinois
+$144M
2
BG
Baupost Group
Massachusetts
+$139M
3
First Eagle Investment Management
First Eagle Investment Management
New York
+$95.1M
4
BIP
Brandes Investment Partners
California
+$86.3M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$85M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$346M
2
EIG
EdgePoint Investment Group
Ontario, Canada
-$250M
3
SV
Starboard Value
New York
-$120M
4
Aberdeen Group
Aberdeen Group
United Kingdom
-$108M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$91.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
526
Venturi Wealth Management
Texas
$2.3K +$1.49K +7 +175%
SFA
527
Semmax Financial Advisors
North Carolina
$2.2K +$1.92K +9 New
SIS
528
Sound Income Strategies
Florida
$2.09K +$2.13K +10 New
TF
529
Tompkins Financial
New York
$1.88K – – –
WT
530
Whittier Trust
California
$1.88K +$1.92K +9 New
EBA
531
Eagle Bay Advisors
New York
$1.67K – – –
HCM
532
Hollencrest Capital Management
California
$1.67K – – –
SWA
533
SOA Wealth Advisors
New York
$1.67K – – –
CFGS
534
Concourse Financial Group Securities
Alabama
$1.47K -$640 -3 -30%
HWP
535
Highline Wealth Partners
California
$1.46K – – –
OLVIG
536
Oliver Lagore Vanvalin Investment Group
Michigan
$1.46K – – –
CP
537
Castleview Partners
Texas
$1.25K -$213 -1 -14%
AAP
538
Arax Advisory Partners
Colorado
$1.25K – – –
NSG
539
Nalls Sherbakoff Group
Tennessee
$1.25K – – –
RCM
540
Raleigh Capital Management
North Carolina
$1.21K +$1.28K +6 New
TWP
541
TFO Wealth Partners
Ohio
$1.18K +$640 +3 +150%
CTWM
542
Cherry Tree Wealth Management
Minnesota
$1.04K – – –
NA
543
NewEdge Advisors
Louisiana
$1.04K – – –
NSIM
544
North Star Investment Management
Illinois
$1.04K – – –
CA
545
Centerpoint Advisors
Massachusetts
$1K – – –
TFA
546
Transamerica Financial Advisors
Florida
$1K – – –
Jones Financial Companies
547
Jones Financial Companies
Missouri
$836 +$854 +4 New
MCM
548
Manchester Capital Management
Vermont
$627 -$427 -2 -40%
GJIA
549
Glass Jacobson Investment Advisors
Maryland
$627 – – –
TCA
550
Trifecta Capital Advisors
Illinois
$627 +$640 +3 New
20 21
22
23 24

WTW Hedge Fund Activity: Q3 2023 in Review

558 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q3 2023, worth a combined $20.1B — down 12% from $22.8B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of WTW and 62 opened new positions — a net loss of 17 holders — while 234 trimmed existing stakes and 175 added.

The largest buyer was Harris Associates, adding an estimated $144M. The largest seller was Franklin Resources, cutting an estimated $346M.

  • 558 institutional investors held Willis Towers Watson (WTW) as of Q3 2023, down from 579 in Q2 2023.
  • Funds reported $20.1B of Willis Towers Watson stock for Q3 2023, down 12% quarter-over-quarter.
  • 62 funds opened new Willis Towers Watson positions in Q3 2023 and 79 closed out, a net change of -17 holders.
  • The largest Willis Towers Watson buyer in Q3 2023 was Harris Associates, an estimated $144M added.
  • The largest Willis Towers Watson seller in Q3 2023 was Franklin Resources, an estimated $346M sold.

Based on aggregated 13F filings for Q3 2023.