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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
AWM
601
Avior Wealth Management
Nebraska
$697 – – –
CCA
602
Column Capital Advisors
Indiana
$697 – – –
FFC
603
First Financial Corp
Indiana
$697 – – –
CWC
604
Carolinas Wealth Consulting
North Carolina
$466 – – –
TWP
605
TFO Wealth Partners
Ohio
$465 -$242 -1 -33%
ECM
606
Everence Capital Management
Indiana
$290 +$302K +1,250 New
HI
607
Harbour Investments
Wisconsin
$232 -$725 -3 -75%
OCM
608
Oribel Capital Management
New York
– -$29.9M -122,200 Closed
CCMG
609
Clark Capital Management Group
Pennsylvania
– -$25.7M -105,161 Closed
Fidelity International
610
Fidelity International
Bermuda
– -$21.1M -86,365 Closed
NPAM
611
Noble Path Asset Management
New York
– -$6.6M -27,000 Closed
E
612
Ergoteles
New York
– -$3.95M -16,134 Closed
TAM
613
Todd Asset Management
Kentucky
– -$3.01M -12,300 Closed
AC
614
Allstate Corporation
Illinois
– -$1.92M -7,847 Closed
GTCM
615
Gyon Technologies Capital Management
New Jersey
– -$1.71M -6,985 Closed
MLICM
616
Metropolitan Life Insurance Company (MetLife)
New York
– -$1.53M -6,260 Closed
TCM
617
Teza Capital Management
Illinois
– -$1.16M -4,750 Closed
FC
618
FORA Capital
Florida
– -$1.05M -4,311 Closed
TC
619
Toews Corporation
New Jersey
– -$783K -3,200 Closed
AFA
620
Abacus FCF Advisors
Florida
– -$753K -3,080 Closed
PAS
621
Park Avenue Securities
New York
– -$546K -2,233 Closed
JHP
622
James Hambro & Partners
United Kingdom
– -$470K -1,920 Closed
SG
623
StoneX Group
New York
– -$469K -1,918 Closed
RWM
624
Ritholtz Wealth Management
New York
– -$469K -1,917 Closed
BPC
625
Banque Pictet & Cie
Switzerland
– -$394K -1,610 Closed
23 24
25
26 27

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.