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Willis Towers Watson

574 hedge funds and large institutions have $20.3B invested in Willis Towers Watson in 2022 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 184 increasing their positions, 222 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $52.9M | Put options by funds: $28.2M

56% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 55

5% more funds holding

Funds holding: 548574 (+26)

3.42% more ownership

Funds ownership: 89.13%92.54% (+3.4%)

17% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 222

18% less capital invested

Capital invested by funds: $24.8B → $20.3B (-$4.42B)

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

Holders
574
Holders Change
+26
Holders Change %
+4.74%
% of All Funds
9.67%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
86
Increased
184
Reduced
222
Closed
55
Calls
$52.9M
Puts
$28.2M
Net Calls
+$24.7M
Net Calls Change
+$21M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
626
Avior Wealth Management
Nebraska
+$643 +3 New

WTW Hedge Fund Activity: Q2 2022 in Review

574 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q2 2022, worth a combined $20.3B — down 18% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new WTW positions and 55 closed out — a net gain of 31 holders — while 184 added to existing stakes and 222 trimmed.

The largest buyer was Artisan Partners, adding an estimated $397M. The largest seller was Ameriprise, cutting an estimated $186M.

  • 574 institutional investors held Willis Towers Watson (WTW) as of Q2 2022, up from 548 in Q1 2022.
  • Funds reported $20.3B of Willis Towers Watson stock for Q2 2022, down 18% quarter-over-quarter.
  • 86 funds opened new Willis Towers Watson positions in Q2 2022 and 55 closed out, a net change of +31 holders.
  • The largest Willis Towers Watson buyer in Q2 2022 was Artisan Partners, an estimated $397M added.
  • The largest Willis Towers Watson seller in Q2 2022 was Ameriprise, an estimated $186M sold.

Based on aggregated 13F filings for Q2 2022.