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Willis Towers Watson

379 hedge funds and large institutions have $16.6B invested in Willis Towers Watson in 2017 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 121 increasing their positions, 167 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,085% more call options, than puts

Call options by funds: $19.6M | Put options by funds: $616K

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

8% more capital invested

Capital invested by funds: $15.3B → $16.6B (+$1.26B)

1.87% more ownership

Funds ownership: 91.72%93.59% (+1.9%)

3% less funds holding

Funds holding: 391379 (-12)

11% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 38

28% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 167

Holders
379
Holders Change
-12
Holders Change %
-3.07%
% of All Funds
9.43%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.55%
New
34
Increased
121
Reduced
167
Closed
38
Calls
$19.6M
Puts
$616K
Net Calls
+$19M
Net Calls Change
+$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Swiss National Bank
51
Swiss National Bank
Switzerland
$60.2M +$12.1M +94,900 +26%
SI
52
Sentry Investments
Ontario, Canada
$58.5M +$31.2M +245,200 +121%
UOC
53
UBS O'Connor
Illinois
$55.6M -$5M -39,324 -8%
CIC
54
Crawford Investment Counsel
Georgia
$53M -$3.83M -30,153 -7%
Canada Pension Plan Investment Board
55
Canada Pension Plan Investment Board
Ontario, Canada
$51.1M +$49M +385,150 +7,743%
RJA
56
Raymond James & Associates
Florida
$50.6M +$5.76M +45,264 +13%
Charles Schwab
57
Charles Schwab
California
$50.1M +$1.62M +12,750 +3%
HSC
58
Harbor Spring Capital
New York
$47.5M -$2.16M -17,000 -4%
TCM
59
Tran Capital Management
California
$42.8M -$35.9M -282,586 -46%
Axa
60
Axa
France
$41.3M +$17.6M +138,631 +79%
Deutsche Bank
61
Deutsche Bank
Germany
$40.7M +$14.2M +111,405 +56%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$38.7M +$7.4M +58,164 +25%
Mitsubishi UFJ Trust & Banking
63
Mitsubishi UFJ Trust & Banking
Japan
$37.2M +$36.9K +290 +0.1%
Balyasny Asset Management
64
Balyasny Asset Management
Illinois
$36.9M +$35M +275,171 +3,974%
GC
65
Guggenheim Capital
Illinois
$36.3M +$1.67M +13,132 +5%
Renaissance Technologies
66
Renaissance Technologies
New York
$35M +$11M +86,523 +48%
CI
67
Cambiar Investors
Colorado
$34.4M -$1.58M -12,427 -5%
NMVA
68
New Mountain Vantage Advisers
New York
$34.3M -$2.45M -19,266 -7%
California Public Employees Retirement System
69
California Public Employees Retirement System
California
$33.9M -$1.31M -10,300 -4%
HP
70
Hosking Partners
United Kingdom
$33.5M +$2.87M +22,548 +10%
NRC
71
North Run Capital
Massachusetts
$33.1M
GC
72
GMT Capital
Georgia
$33M -$5.39M -42,400 -14%
TD Asset Management
73
TD Asset Management
Ontario, Canada
$31M +$2.43M +19,145 +9%
D.E. Shaw & Co
74
D.E. Shaw & Co
New York
$31M -$923K -7,261 -3%
William Blair Investment Management
75
William Blair Investment Management
Illinois
$27.2M -$80.5M -632,839 -75%

WTW Hedge Fund Activity: Q1 2017 in Review

379 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2017, worth a combined $16.6B — up 8.2% from $15.3B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of WTW and 34 opened new positions — a net loss of 4 holders — while 167 trimmed existing stakes and 121 added.

The largest buyer was BlackRock, adding an estimated $653M. The largest seller was Artisan Partners, exiting entirely with an estimated $169M sold.

  • 379 institutional investors held Willis Towers Watson (WTW) as of Q1 2017, down from 391 in Q4 2016.
  • Funds reported $16.6B of Willis Towers Watson stock for Q1 2017, up 8.2% quarter-over-quarter.
  • 34 funds opened new Willis Towers Watson positions in Q1 2017 and 38 closed out, a net change of -4 holders.
  • The largest Willis Towers Watson buyer in Q1 2017 was BlackRock, an estimated $653M added.
  • The largest Willis Towers Watson seller in Q1 2017 was Artisan Partners, an estimated $169M sold.

Based on aggregated 13F filings for Q1 2017.