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Willis Towers Watson

502 hedge funds and large institutions have $23.4B invested in Willis Towers Watson in 2020 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 147 increasing their positions, 212 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more funds holding in top 10

Funds holding in top 10: 1633 (+17)

54% more call options, than puts

Call options by funds: $9.71M | Put options by funds: $6.29M

38% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 53

16% more capital invested

Capital invested by funds: $20.1B → $23.4B (+$3.3B)

4% more funds holding

Funds holding: 485502 (+17)

0.21% less ownership

Funds ownership: 91.88%91.67% (-0.21%)

31% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 212

Holders
502
Holders Change
+17
Holders Change %
+3.51%
% of All Funds
10.29%
Holding in Top 10
33
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+106.25%
% of All Funds
0.68%
New
73
Increased
147
Reduced
212
Closed
53
Calls
$9.71M
Puts
$6.29M
Net Calls
+$3.42M
Net Calls Change
-$32.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Grantham, Mayo, Van Otterloo & Co (GMO)
51
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$82.8M +$18.1M +94,740 +29%
JP Morgan Chase
52
JP Morgan Chase
New York
$80.2M -$24.1M -125,790 -24%
Citadel Advisors
53
Citadel Advisors
Florida
$78.1M -$22.4M -116,992 -23%
EIP
54
Epoch Investment Partners
New York
$77.4M -$59.9M -312,984 -44%
BAMCO Inc
55
BAMCO Inc
New York
$75.1M -$11M -57,512 -13%
Westfield Capital Management
56
Westfield Capital Management
Massachusetts
$74.9M -$2.8M -14,633 -4%
AllianceBernstein
57
AllianceBernstein
Tennessee
$72.2M +$16.4M +85,604 +30%
FTCM
58
First Trust Capital Management
Illinois
$71.9M +$69.9M +365,200 New
Wells Fargo
59
Wells Fargo
California
$71.3M -$94.9M -495,505 -58%
PPA
60
Parametric Portfolio Associates
Washington
$64.8M +$700K +3,655 +1%
CIC
61
Crawford Investment Counsel
Georgia
$63.6M -$11M -57,677 -15%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
62
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$62.9M +$61.2M +319,420 New
PIP
63
Permian Investment Partners
Texas
$61.5M
Boston Partners
64
Boston Partners
Massachusetts
$56.5M -$1.52M -7,922 -3%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$56.1M +$6.41M +33,476 +13%
RCAMU
66
Rothschild & Co Asset Management US
Connecticut
$55.6M -$5.16M -26,955 -9%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$54.5M +$258K +1,346 +0.5%
AGA
68
Altrinsic Global Advisors
Connecticut
$53.6M -$55.9M -291,881 -52%
JCI
69
Jet Capital Investors
New York
$52.2M +$50.7M +265,000 New
WIC
70
Water Island Capital
New York
$51.8M +$50.4M +263,064 New
Neuberger Berman Group
71
Neuberger Berman Group
New York
$51.8M -$21.7M -113,212 -30%
CI Investments Inc
72
CI Investments Inc
Ontario, Canada
$51.4M +$987K +5,157 +2%
CCMG
73
Clark Capital Management Group
Pennsylvania
$50.4M -$4.17M -21,799 -8%
TCA
74
Taconic Capital Advisors
New York
$49.9M
AA
75
AQR Arbitrage
Connecticut
$47.3M +$6.15M +32,105 +15%

WTW Hedge Fund Activity: Q2 2020 in Review

502 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q2 2020, worth a combined $23.4B — up 16% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new WTW positions and 53 closed out — a net gain of 20 holders — while 147 added to existing stakes and 212 trimmed.

The largest buyer was Capital World Investors, adding an estimated $578M. The largest seller was T. Rowe Price Associates, cutting an estimated $741M.

  • 502 institutional investors held Willis Towers Watson (WTW) as of Q2 2020, up from 485 in Q1 2020.
  • Funds reported $23.4B of Willis Towers Watson stock for Q2 2020, up 16% quarter-over-quarter.
  • 73 funds opened new Willis Towers Watson positions in Q2 2020 and 53 closed out, a net change of +20 holders.
  • The largest Willis Towers Watson buyer in Q2 2020 was Capital World Investors, an estimated $578M added.
  • The largest Willis Towers Watson seller in Q2 2020 was T. Rowe Price Associates, an estimated $741M sold.

Based on aggregated 13F filings for Q2 2020.