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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
ST
576
Smithfield Trust
Pennsylvania
$6K – – –
LIWM
577
Long Island Wealth Management
New York
$6K +$5.55K +24 New
AWM
578
Abound Wealth Management
Tennessee
$5.92K -$231 -1 -4%
IFAM
579
Institutional & Family Asset Management
Colorado
$5.31K – – –
MFT
580
Moisand Fitzgerald Tamayo
Florida
$5.07K -$1.62K -7 -25%
CT
581
Colonial Trust
South Carolina
$5.03K – – –
BWM
582
BKM Wealth Management
Wisconsin
$4.58K +$4.39K +19 New
SAM
583
Smartleaf Asset Management
Massachusetts
$4.54K +$4.39K +19 New
QC
584
Quent Capital
New York
$4.13K – – –
AT
585
Arlington Trust
Alabama
$4.1K -$77K -333 -95%
WT
586
Washington Trust
Rhode Island
$4.1K -$462 -2 -11%
CBT
587
CoreFirst Bank & Trust
Kansas
$4.1K – – –
CFO
588
CVA Family Office
Colorado
$3.86K +$3.7K +16 New
NCM
589
Northwest Capital Management
Oregon
$3.86K +$3.7K +16 New
DPW
590
DiNuzzo Private Wealth
Pennsylvania
$3.84K +$5.55K +24 New
SSB
591
Sandy Spring Bank
Maryland
$3.62K – – –
SIC
592
SJS Investment Consulting
Ohio
$3.62K +$694 +3 +25%
VWM
593
Venturi Wealth Management
Texas
$3.62K +$925 +4 +36%
FFO
594
Fortitude Family Office
Arizona
$2.89K +$2.77K +12 New
MA
595
MCF Advisors
Kentucky
$2.65K – – –
PPC
596
Park Place Capital
Alabama
$2.65K – – –
HI
597
Harbour Investments
Wisconsin
$2.65K +$2.31K +10 +1,000%
SFA
598
Semmax Financial Advisors
North Carolina
$2.46K – – –
SIS
599
Sound Income Strategies
Florida
$2.41K – – –
Jones Financial Companies
600
Jones Financial Companies
Missouri
$2.41K +$1.39K +6 +150%
22 23
24
25 26

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.