We are live on ! Find out more
WTW icon

Willis Towers Watson

400 hedge funds and large institutions have $18.7B invested in Willis Towers Watson in 2017 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 118 increasing their positions, 164 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

665% more call options, than puts

Call options by funds: $8.24M | Put options by funds: $1.08M

79% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 29

12% more capital invested

Capital invested by funds: $16.6B → $18.7B (+$2.06B)

6% more funds holding

Funds holding: 379400 (+21)

1.3% more ownership

Funds ownership: 93.59%94.89% (+1.3%)

23% less funds holding in top 10

Funds holding in top 10: 2217 (-5)

28% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 164

Holders
400
Holders Change
+21
Holders Change %
+5.54%
% of All Funds
9.97%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.42%
New
52
Increased
118
Reduced
164
Closed
29
Calls
$8.24M
Puts
$1.08M
Net Calls
+$7.16M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
51
Sentry Investments
Ontario, Canada
$61.6M -$3.36M -24,050 -5%
Charles Schwab
52
Charles Schwab
California
$58.7M +$2.93M +20,994 +5%
Balyasny Asset Management
53
Balyasny Asset Management
Illinois
$58.7M +$16.9M +121,286 +43%
CIC
54
Crawford Investment Counsel
Georgia
$56.7M -$2.14M -15,284 -4%
TCIM
55
TIAA CREF Investment Management
New York
$55.8M +$50.5M +361,358 +1,610%
RJA
56
Raymond James & Associates
Florida
$55.5M -$671K -4,800 -1%
TD Asset Management
57
TD Asset Management
Ontario, Canada
$50.2M +$15.1M +108,147 +46%
Deutsche Bank
58
Deutsche Bank
Germany
$47.4M +$2.01M +14,418 +5%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$47.4M +$39.7M +284,419 +690%
UBS Group
60
UBS Group
Switzerland
$45.3M -$64M -457,864 -60%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$44.3M +$1.23M +8,818 +3%
Mitsubishi UFJ Trust & Banking
62
Mitsubishi UFJ Trust & Banking
Japan
$40.7M -$604K -4,321 -2%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$38.3M +$601K +4,300 +2%
JP Morgan Chase
64
JP Morgan Chase
New York
$38.2M -$35.8M -256,124 -49%
HP
65
Hosking Partners
United Kingdom
$37.8M +$583K +4,172 +2%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$35.2M +$33.8M +242,084 New
GC
67
Guggenheim Capital
Illinois
$34.3M -$5.88M -42,102 -15%
SM
68
Sunriver Management
Connecticut
$33.7M +$5.27M +37,740 +19%
AllianceBernstein
69
AllianceBernstein
Tennessee
$31.3M +$9.49M +67,901 +46%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$29.5M +$12.2M +87,078 +75%
NMVA
71
New Mountain Vantage Advisers
New York
$29.4M -$8.31M -59,477 -23%
Janus Henderson Group
72
Janus Henderson Group
United Kingdom
$29.3M +$2.73M +19,573 +11%
Canada Pension Plan Investment Board
73
Canada Pension Plan Investment Board
Ontario, Canada
$28.8M -$26.9M -192,205 -49%
GC
74
GMT Capital
Georgia
$28.7M -$7.85M -56,200 -22%
CS
75
Credit Suisse
Switzerland
$28.3M +$1.92M +13,766 +8%

WTW Hedge Fund Activity: Q2 2017 in Review

400 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q2 2017, worth a combined $18.7B — up 12% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new WTW positions and 29 closed out — a net gain of 23 holders — while 118 added to existing stakes and 164 trimmed.

The largest buyer was Fidelity International, adding an estimated $451M. The largest seller was ValueAct Holdings, cutting an estimated $209M.

  • 400 institutional investors held Willis Towers Watson (WTW) as of Q2 2017, up from 379 in Q1 2017.
  • Funds reported $18.7B of Willis Towers Watson stock for Q2 2017, up 12% quarter-over-quarter.
  • 52 funds opened new Willis Towers Watson positions in Q2 2017 and 29 closed out, a net change of +23 holders.
  • The largest Willis Towers Watson buyer in Q2 2017 was Fidelity International, an estimated $451M added.
  • The largest Willis Towers Watson seller in Q2 2017 was ValueAct Holdings, an estimated $209M sold.

Based on aggregated 13F filings for Q2 2017.