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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
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$66.6M -$877K -3,794 -1%
RRAM
52
River Road Asset Management
Kentucky
$63.1M -$14.1M -60,945 -19%
PL
53
Perpetual Ltd
Australia
$62.5M -$2.32M -10,052 -4%
GC
54
Gillson Capital
Illinois
$61.2M +$12.6M +54,361 +27%
Deutsche Bank
55
Deutsche Bank
Germany
$60.9M -$1.62M -7,024 -3%
CIC
56
Crawford Investment Counsel
Georgia
$60.9M -$4.14M -17,913 -7%
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$58.3M -$2.55M -11,025 -4%
Russell Investments Group
58
Russell Investments Group
United Kingdom
$58.2M -$5.72M -24,724 -9%
SEI Investments
59
SEI Investments
Pennsylvania
$54M +$4.74M +20,519 +10%
CS
60
Credit Suisse
Switzerland
$49.4M +$847K +3,665 +2%
CA
61
Cortland Associates
Missouri
$49M -$653K -2,825 -1%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$47.8M +$13.3M +57,652 +41%
Ameriprise
63
Ameriprise
Minnesota
$47.3M +$19.8M +85,513 +77%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$46.2M -$893K -3,862 -2%
Man Group
65
Man Group
United Kingdom
$43.5M +$41.7M +180,309 New
Mawer Investment Management
66
Mawer Investment Management
Alberta, Canada
$43.1M -$17.7M -76,703 -30%
SSA
67
Schonfeld Strategic Advisors
New York
$42.2M -$23.3M -100,575 -36%
UBS Group
68
UBS Group
Switzerland
$41.8M +$9.62M +41,587 +32%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$40.7M +$212K +918 +0.5%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$39.1M +$11.7M +50,579 +46%
SM
71
Sunriver Management
Connecticut
$37.5M +$8.73M +37,738 +32%
JP Morgan Chase
72
JP Morgan Chase
New York
$36.8M -$13.1M -56,798 -27%
T. Rowe Price Associates
73
T. Rowe Price Associates
Maryland
$35.9M -$281K -1,215 -0.8%
IIM
74
INTECH Investment Management
Florida
$35.3M +$11.8M +51,083 +54%
RJA
75
Raymond James & Associates
Florida
$34.8M -$7.09M -30,681 -18%
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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.