We are live on ! Find out more
WTW icon

Willis Towers Watson
WTW

628 hedge funds and large institutions have $23.2B invested in Willis Towers Watson in 2023 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 197 increasing their positions, 227 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 43

118% more call options, than puts

Call options by funds: $126M | Put options by funds: $57.7M

15% more capital invested

Capital invested by funds: $20.1B → $23.2B (+$3.05B)

13% more funds holding

Funds holding: 558 → 628 (+70)

1.33% more ownership

Funds ownership: 91.69% → 93.01% (+1.3%)

11% less funds holding in top 10

Funds holding in top 10: 19 → 17 (-2)

13% less repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 227

Holders
628
Holders Change
+70
Holders Change %
+12.54%
% of All Funds
9.16%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
121
Increased
197
Reduced
227
Closed
43
Calls
$126M
Puts
$57.7M
Net Calls
+$68.3M
Net Calls Change
+$4.3M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$334M
2
Morgan Stanley
Morgan Stanley
New York
+$190M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$103M
4
Millennium Management
Millennium Management
New York
+$89.9M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$73.3M

Top Sellers

1
CCM
Cantillon Capital Management
New York
-$392M
2
Artisan Partners
Artisan Partners
Wisconsin
-$232M
3
American Century Companies
American Century Companies
Missouri
-$86.1M
4
First Trust Advisors
First Trust Advisors
Illinois
-$72M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$66.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
551
Bell Investment Advisors
California
$14.5K +$3.01K +13 +28%
ZB
552
Zions Bancorporation
Utah
$14.2K +$694 +3 +5%
JWA
553
JFS Wealth Advisors
Pennsylvania
$13.7K +$2.31K +10 +21%
GEA
554
Glen Eagle Advisors
New Jersey
$13.6K -$2.31K -10 -15%
AT
555
Avalon Trust
New Mexico
$12.1K – – –
SC
556
SouthState Corp
Florida
$12.1K – – –
C
557
Covestor
United Kingdom
$12K -$925 -4 -8%
GKIM
558
GW&K Investment Management
Massachusetts
$12K +$925 +4 +9%
CAC
559
Core Alternative Capital
Georgia
$11.9K -$2.31K -10 -17%
BF
560
BOK Financial
Oklahoma
$11.8K +$8.32K +36 +277%
CA
561
Clearstead Advisors
Ohio
$11.3K +$10.9K +47 New
BGAI
562
Bruce G. Allen Investments
Colorado
$11.3K +$10.9K +47 New
IA
563
IFP Advisors
Florida
$10.1K -$51.1K -221 -84%
AP
564
Aspect Partners
Virginia
$10.1K +$9.71K +42 New
Kayne Anderson Rudnick Investment Management
565
Kayne Anderson Rudnick Investment Management
California
$9.57K +$4.86K +21 +117%
VCM
566
Versant Capital Management
Arizona
$9.17K -$694 -3 -7%
PWMG
567
Prestige Wealth Management Group
New Jersey
$8.96K +$1.16K +5 +16%
CFS
568
CGC Financial Services
Oregon
$8.44K +$8.09K +35 New
SVCP
569
Silicon Valley Capital Partners
California
$8.02K – – –
BHWM
570
Beaird Harris Wealth Management
Texas
$7.72K +$7.4K +32 New
MIM
571
Macroview Investment Management
Maryland
$7.24K +$6.94K +30 New
PWMG
572
Private Wealth Management Group
New Jersey
$7.24K +$6.94K +30 New
FMP
573
Financial Management Professionals
Texas
$7K – – –
FWM
574
FSA Wealth Management
Massachusetts
$7K +$6.71K +29 New
HGA
575
Hobbs Group Advisors
South Carolina
$7K +$6.71K +29 New
21 22
23
24 25

WTW Hedge Fund Activity: Q4 2023 in Review

628 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q4 2023, worth a combined $23.2B — up 15% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new WTW positions and 43 closed out — a net gain of 78 holders — while 197 added to existing stakes and 227 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $334M. The largest seller was Cantillon Capital Management, exiting entirely with an estimated $392M sold.

  • 628 institutional investors held Willis Towers Watson (WTW) as of Q4 2023, up from 558 in Q3 2023.
  • Funds reported $23.2B of Willis Towers Watson stock for Q4 2023, up 15% quarter-over-quarter.
  • 121 funds opened new Willis Towers Watson positions in Q4 2023 and 43 closed out, a net change of +78 holders.
  • The largest Willis Towers Watson buyer in Q4 2023 was Victory Capital Management, an estimated $334M added.
  • The largest Willis Towers Watson seller in Q4 2023 was Cantillon Capital Management, an estimated $392M sold.

Based on aggregated 13F filings for Q4 2023.