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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
EWM
626
Evermay Wealth Management
Virginia
$242 +$231 +1 New
CTA
627
Colonial Trust Advisors
South Carolina
$241 – – –
AF
628
Advisornet Financial
Minnesota
$241 +$231 +1 New
CCM
629
Cantillon Capital Management
New York
– -$392M -1,875,572 Closed
OCM
630
Oribel Capital Management
New York
– -$26.9M -128,700 Closed
BFM
631
Boothbay Fund Management
New York
– -$6.06M -29,000 Closed
1832 Asset Management
632
1832 Asset Management
Ontario, Canada
– -$2.22M -10,639 Closed
YCM
633
Yakira Capital Management
Connecticut
– -$1.95M -9,325 Closed
GLAM
634
Gardner Lewis Asset Management
Pennsylvania
– -$1.18M -5,661 Closed
DS
635
DRW Securities
Illinois
– -$1.18M -5,621 Closed
UFF
636
USA Financial Formulas
Michigan
– -$695K -3,328 Closed
ECM
637
Everence Capital Management
Indiana
– -$587 -2,810 Closed
Wolverine Trading
638
Wolverine Trading
Illinois
– -$578K -2,501 Closed
SIA
639
SkyView Investment Advisors
New Jersey
– -$465K -2,225 Closed
PCM
640
Prelude Capital Management
New York
– -$438K -2,096 Closed
DWP
641
Daymark Wealth Partners
Ohio
– -$420K -2,008 Closed
Connor, Clark & Lunn Investment Management (CC&L)
642
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$359K -1,716 Closed
SP
643
Symmetry Partners
Connecticut
– -$341K -1,634 Closed
MNBTD
644
Moody National Bank Trust Division
Texas
– -$324K -1,552 Closed
VF
645
Virtu Financial
New York
– -$324K -1,549 Closed
TSS
646
Two Sigma Securities
New York
– -$356K -1,540 Closed
FMAEN1
647
Fund Management at Engine No 1
California
– -$313K -1,500 Closed
BCV
648
Banque Cantonale Vaudoise
Switzerland
– -$296K -1,414 Closed
OP
649
ORG Partners
Indiana
– -$272K -1,301 Closed
TC
650
Telemus Capital
Michigan
– -$268K -1,283 Closed
23 24 25
26
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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.