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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
SEC
651
Seven Eight Capital
New York
– -$258K -1,234 Closed
ESCM
652
Echo Street Capital Management
New York
– -$244K -1,166 Closed
GCM
653
Gladius Capital Management
Illinois
– -$142K -679 Closed
AP
654
Arlington Partners
Alabama
– -$73.1K -350 Closed
WTG
655
West Tower Group
Virginia
– -$31.8K -152 Closed
SOW
656
State of Wyoming
Wyoming
– -$26.1K -125 Closed
Parallax Volatility Advisers
657
Parallax Volatility Advisers
California
– -$19.2K -83 Closed
BAAM
658
Baker Avenue Asset Management
California
– -$15.7K -75 Closed
EARNEST Partners
659
EARNEST Partners
Georgia
– -$14K -67 Closed
NIC
660
Northwest Investment Counselors
Oregon
– -$13.8K -66 Closed
CCP
661
Carmel Capital Partners
California
– -$9.82K -47 Closed
AFS
662
Annapolis Financial Services
Maryland
– -$8.57K -41 Closed
WWP
663
WR Wealth Planners
Missouri
– -$6.48K -31 Closed
CT
664
Cambridge Trust
Massachusetts
– -$6.27K -30 Closed
WPA
665
West Paces Advisors
Georgia
– -$3.13K -15 Closed
WT
666
Whittier Trust
California
– -$1.88K -9 Closed
CFGS
667
Concourse Financial Group Securities
Alabama
– -$1.62K -7 Closed
CA
668
Centerpoint Advisors
Massachusetts
– -$1K -5 Closed
CTWM
669
Cherry Tree Wealth Management
Minnesota
– -$1.04K -5 Closed
GJIA
670
Glass Jacobson Investment Advisors
Maryland
– -$627 -3 Closed
PCTC
671
Perkins Coie Trust Company
Washington
– -$626 -3 Closed
23 24 25 26
27

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.