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Willis Towers Watson
WTW

649 hedge funds and large institutions have $24.6B invested in Willis Towers Watson in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 277 increasing their positions, 205 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $86.5M | Put options by funds: $41.9M

35% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 205

0.56% less ownership

Funds ownership: 92.53% → 91.97% (-0.56%)

9% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 66

2% less funds holding

Funds holding: 662 → 649 (-13)

5% less capital invested

Capital invested by funds: $26.1B → $24.6B (-$1.42B)

11% less funds holding in top 10

Funds holding in top 10: 18 → 16 (-2)

Holders
649
Holders Change
-13
Holders Change %
-1.96%
% of All Funds
9.37%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
60
Increased
277
Reduced
205
Closed
66
Calls
$86.5M
Puts
$41.9M
Net Calls
+$44.6M
Net Calls Change
+$5.48M

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$67.5M
2
Goldman Sachs
Goldman Sachs
New York
+$65.5M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$57.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$56.9M
5
Citadel Advisors
Citadel Advisors
Florida
+$50.7M

Top Sellers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$255M
2
UBS AM
UBS AM
Illinois
-$87.6M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$52.4M
4
CCP
Clarkston Capital Partners
Michigan
-$42.1M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$40.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
FW
601
Fairway Wealth
Ohio
$5.5K +$5.42K +21 New
AWM
602
Avior Wealth Management
Nebraska
$5.5K -$2.32K -9 -30%
CT
603
Colonial Trust
South Carolina
$5.28K – – –
WWP
604
WR Wealth Planners
Missouri
$5.24K – – –
FMP
605
Financial Management Professionals
Texas
$5K – – –
CFB
606
Cullen/Frost Bankers
Texas
$4.98K +$4.91K +19 New
DPW
607
DiNuzzo Private Wealth
Pennsylvania
$4.89K +$1.03K +4 +17%
QC
608
Quent Capital
New York
$4.49K – – –
WT
609
Washington Trust
Rhode Island
$4.46K – – –
SWS
610
SYSTM Wealth Solutions
Illinois
$4.21K -$644K -2,495 -99%
NCM
611
Northwest Capital Management
Oregon
$4.19K – – –
SSB
612
Sandy Spring Bank
Maryland
$3.93K – – –
SIC
613
SJS Investment Consulting
Ohio
$3.93K – – –
CA
614
Continuum Advisory
Idaho
$3.93K – – –
OWA
615
Opal Wealth Advisors
New York
$3.41K – – –
FNWA
616
Financial Network Wealth Advisors
Utah
$3.26K +$3.1K +12 New
SFCL
617
Strengthening Families & Communities LLC
Massachusetts
$3K +$2.58K +10 New
HI
618
Harbour Investments
Wisconsin
$2.88K – – –
PPC
619
Park Place Capital
Alabama
$2.88K – – –
VAG
620
VisionPoint Advisory Group
Texas
$2.62K +$516 +2 +25%
SFA
621
Semmax Financial Advisors
North Carolina
$2.51K – – –
CPG
622
Cornerstone Planning Group
New Jersey
$2.47K +$258 +1 +13%
DF
623
Dunhill Financial
United Kingdom
$2.38K – – –
GWM
624
Geneos Wealth Management
Colorado
$2.36K – – –
RFG
625
RFP Financial Group
Georgia
$2.36K – – –
23 24
25
26 27

WTW Hedge Fund Activity: Q2 2024 in Review

649 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q2 2024, worth a combined $24.6B — down 5.5% from $26.1B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of WTW and 60 opened new positions — a net loss of 6 holders — while 205 trimmed existing stakes and 277 added.

The largest buyer was Bank of New York Mellon, adding an estimated $67.5M. The largest seller was Massachusetts Financial Services, cutting an estimated $255M.

  • 649 institutional investors held Willis Towers Watson (WTW) as of Q2 2024, down from 662 in Q1 2024.
  • Funds reported $24.6B of Willis Towers Watson stock for Q2 2024, down 5.5% quarter-over-quarter.
  • 60 funds opened new Willis Towers Watson positions in Q2 2024 and 66 closed out, a net change of -6 holders.
  • The largest Willis Towers Watson buyer in Q2 2024 was Bank of New York Mellon, an estimated $67.5M added.
  • The largest Willis Towers Watson seller in Q2 2024 was Massachusetts Financial Services, an estimated $255M sold.

Based on aggregated 13F filings for Q2 2024.