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Willis Towers Watson
WTW

606 hedge funds and large institutions have $22.9B invested in Willis Towers Watson in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 183 increasing their positions, 249 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 56

25% more call options, than puts

Call options by funds: $46.4M | Put options by funds: $37.1M

2% more funds holding

Funds holding: 597 → 606 (+9)

0.84% more ownership

Funds ownership: 93.22% → 94.06% (+0.84%)

7% less capital invested

Capital invested by funds: $24.5B → $22.9B (-$1.65B)

27% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 249

33% less funds holding in top 10

Funds holding in top 10: 21 → 14 (-7)

Holders
606
Holders Change
+9
Holders Change %
+1.51%
% of All Funds
9.66%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.22%
New
75
Increased
183
Reduced
249
Closed
56
Calls
$46.4M
Puts
$37.1M
Net Calls
+$9.25M
Net Calls Change
-$18M

Top Buyers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$481M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$464M
3
Millennium Management
Millennium Management
New York
+$76.7M
4
American Century Companies
American Century Companies
Missouri
+$43.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$34M

Top Sellers

Rank Fund Capital Flow
1
Artisan Partners
Artisan Partners
Wisconsin
-$224M
2
EIG
EdgePoint Investment Group
Ontario, Canada
-$195M
3
AIM
Artemis Investment Management
United Kingdom
-$105M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$103M
5
BG
Baupost Group
Massachusetts
-$102M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
576
Park Place Capital
Alabama
$2.56K – – –
PB
577
Pinnacle Bancorp
Nebraska
$2.32K – – –
CFO
578
CVA Family Office
Colorado
$2.32K +$1.21K +5 +100%
BCWM
579
Bartlett & Co Wealth Management
Ohio
$2.1K – – –
SWA
580
Sutton Wealth Advisors
Florida
$2.09K -$967 -4 -31%
TF
581
Tompkins Financial
New York
$2.09K – – –
BC
582
Bartlett & Co
Ohio
$2K – – –
SSB
583
Sandy Spring Bank
Maryland
$1.86K +$1.93K +8 New
EBA
584
Eagle Bay Advisors
New York
$1.86K – – –
HCM
585
Hollencrest Capital Management
California
$1.86K – – –
SWA
586
SOA Wealth Advisors
New York
$1.86K – – –
CWA
587
Clearview Wealth Advisors
Oregon
$1.86K +$1.93K +8 New
Commonwealth Equity Services
588
Commonwealth Equity Services
Massachusetts
$1.69K +$219K +907 +14%
HWP
589
Highline Wealth Partners
California
$1.63K – – –
OLVIG
590
Oliver Lagore Vanvalin Investment Group
Michigan
$1.63K – – –
AAP
591
Arax Advisory Partners
Colorado
$1.4K – – –
CP
592
Castleview Partners
Texas
$1.39K – – –
NSG
593
Nalls Sherbakoff Group
Tennessee
$1.37K +$1.45K +6 New
CFGS
594
Concourse Financial Group Securities
Alabama
$1.17K – – –
MCM
595
Manchester Capital Management
Vermont
$1.16K – – –
NSIM
596
North Star Investment Management
Illinois
$1.16K – – –
WWM
597
Wolff Wiese Magana
California
$1.16K +$1.21K +5 New
TFA
598
Transamerica Financial Advisors
Florida
$1K – – –
AW
599
Avion Wealth
Texas
$1K +$1.21K +5 New
CA
600
Centerpoint Advisors
Massachusetts
$1K +$1.21K +5 New
22 23
24
25 26

WTW Hedge Fund Activity: Q1 2023 in Review

606 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2023, worth a combined $22.9B — down 6.7% from $24.5B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new WTW positions and 56 closed out — a net gain of 19 holders — while 183 added to existing stakes and 249 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $481M. The largest seller was Artisan Partners, cutting an estimated $224M.

  • 606 institutional investors held Willis Towers Watson (WTW) as of Q1 2023, up from 597 in Q4 2022.
  • Funds reported $22.9B of Willis Towers Watson stock for Q1 2023, down 6.7% quarter-over-quarter.
  • 75 funds opened new Willis Towers Watson positions in Q1 2023 and 56 closed out, a net change of +19 holders.
  • The largest Willis Towers Watson buyer in Q1 2023 was Massachusetts Financial Services, an estimated $481M added.
  • The largest Willis Towers Watson seller in Q1 2023 was Artisan Partners, an estimated $224M sold.

Based on aggregated 13F filings for Q1 2023.