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Willis Towers Watson

237 hedge funds and large institutions have $8.3B invested in Willis Towers Watson in 2015 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 78 increasing their positions, 93 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $3.13M | Put options by funds: $1.34M

9% more capital invested

Capital invested by funds: $7.6B → $8.3B (+$698M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

1% less funds holding

Funds holding: 240237 (-3)

16% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 93

Holders
237
Holders Change
-3
Holders Change %
-1.25%
% of All Funds
6.32%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
18
Increased
78
Reduced
93
Closed
19
Calls
$3.13M
Puts
$1.34M
Net Calls
+$1.79M
Net Calls Change
+$1.66M
Name Holding Trade Value Shares
Change
Change in
Stake
Primecap Management
51
Primecap Management
California
$16.8M -$78.2M -637,015 -83%
Two Sigma Investments
52
Two Sigma Investments
New York
$16.3M -$847K -6,900 -5%
BlackRock
53
BlackRock
New York
$15.9M -$202K -1,646 -1%
SEI Investments
54
SEI Investments
Pennsylvania
$15.7M +$1.39M +11,303 +10%
Charles Schwab
55
Charles Schwab
California
$15.3M +$1.39M +11,296 +10%
TSW
56
Thompson Siegel & Walmsley
Virginia
$14.4M -$4.57M -37,237 -25%
PC
57
Polar Capital
United Kingdom
$14.2M
WAM
58
Westport Asset Management
Connecticut
$14M
BJ
59
BlackRock Japan
Japan
$13M -$590K -4,811 -5%
Swiss National Bank
60
Swiss National Bank
Switzerland
$11.7M +$4.37M +35,599 +63%
PCMF
61
Private Capital Management (Florida)
Florida
$10.9M -$99K -807 -0.9%
JP Morgan Chase
62
JP Morgan Chase
New York
$10.7M -$138M -1,124,285 -93%
LI
63
LMCG Investments
Massachusetts
$10.3M -$168K -1,369 -2%
Aviva
64
Aviva
United Kingdom
$8.82M +$1.02M +8,342 +14%
MAA
65
Managed Account Advisors
New Jersey
$8.26M +$4.5M +36,674 +131%
CS
66
Credit Suisse
Switzerland
$7.51M +$204K +1,664 +3%
Retirement Systems of Alabama
67
Retirement Systems of Alabama
Alabama
$7.32M
OAM
68
Oxford Asset Management
United Kingdom
$6.96M +$1.35M +10,994 +25%
HSBC Holdings
69
HSBC Holdings
United Kingdom
$6.69M +$266K +2,165 +4%
Wellington Management Group
70
Wellington Management Group
Massachusetts
$6.67M +$1.92M +15,685 +43%
Balyasny Asset Management
71
Balyasny Asset Management
Illinois
$6.36M -$2.37M -19,285 -28%
First Trust Advisors
72
First Trust Advisors
Illinois
$6.14M -$176K -1,435 -3%
GJIC
73
Gamble Jones Investment Counsel
California
$6.04M +$878K +7,154 +18%
CCM
74
Channing Capital Management
Illinois
$6.01M -$1.33M -10,843 -19%
USAA
75
United Services Automobile Association
Texas
$5.9M +$107K +868 +2%

WTW Hedge Fund Activity: Q1 2015 in Review

237 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2015, worth a combined $8.3B — up 9.2% from $7.6B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of WTW and 18 opened new positions — a net loss of 1 holder — while 93 trimmed existing stakes and 78 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $295M. The largest seller was JP Morgan Chase, cutting an estimated $138M.

  • 237 institutional investors held Willis Towers Watson (WTW) as of Q1 2015, down from 240 in Q4 2014.
  • Funds reported $8.3B of Willis Towers Watson stock for Q1 2015, up 9.2% quarter-over-quarter.
  • 18 funds opened new Willis Towers Watson positions in Q1 2015 and 19 closed out, a net change of -1 holder.
  • The largest Willis Towers Watson buyer in Q1 2015 was T. Rowe Price Associates, an estimated $295M added.
  • The largest Willis Towers Watson seller in Q1 2015 was JP Morgan Chase, an estimated $138M sold.

Based on aggregated 13F filings for Q1 2015.