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Willis Towers Watson

662 hedge funds and large institutions have $26.1B invested in Willis Towers Watson in 2024 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 226 increasing their positions, 238 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 48

74% more call options, than puts

Call options by funds: $91.6M | Put options by funds: $52.5M

13% more capital invested

Capital invested by funds: $23.2B → $26.1B (+$2.91B)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

5% more funds holding

Funds holding: 628662 (+34)

0.49% less ownership

Funds ownership: 93.01%92.53% (-0.49%)

5% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 238

Holders
662
Holders Change
+34
Holders Change %
+5.41%
% of All Funds
9.54%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
88
Increased
226
Reduced
238
Closed
48
Calls
$91.6M
Puts
$52.5M
Net Calls
+$39.1M
Net Calls Change
-$29.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
$76M +$21.1M +80,187 +41%
Sumitomo Mitsui Trust Group
52
Sumitomo Mitsui Trust Group
Japan
$75.4M -$442K -1,682 -0.6%
Deutsche Bank
53
Deutsche Bank
Germany
$70.7M +$1.26M +4,789 +2%
UBS Group
54
UBS Group
Switzerland
$69.9M +$21.2M +80,724 +47%
Renaissance Technologies
55
Renaissance Technologies
New York
$69.1M +$34.7M +131,800 +110%
CIC
56
Crawford Investment Counsel
Georgia
$68.8M -$514K -1,954 -0.8%
Alyeska Investment Group
57
Alyeska Investment Group
Illinois
$68.1M -$16.4M -62,357 -20%
Russell Investments Group
58
Russell Investments Group
United Kingdom
$68M +$1.47M +5,601 +2%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$66.1M +$11.1M +42,151 +21%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$66M -$472K -1,796 -0.7%
CS
61
Credit Suisse
Switzerland
$62.9M +$6.3M +23,954 +12%
TSW
62
Thompson Siegel & Walmsley
Virginia
$62.9M -$22.4M -85,211 -27%
SEI Investments
63
SEI Investments
Pennsylvania
$58.6M -$2.84M -10,781 -5%
RRAM
64
River Road Asset Management
Kentucky
$58.5M -$12.8M -48,649 -19%
CA
65
Cortland Associates
Missouri
$54.8M -$1.06M -4,027 -2%
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$54.2M +$21.7M +82,535 +72%
PL
67
Perpetual Ltd
Australia
$52.4M -$18.1M -68,637 -26%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$51.9M -$738K -2,806 -1%
Robeco Institutional Asset Management
69
Robeco Institutional Asset Management
Netherlands
$49M +$18.1M +68,925 +63%
CCMG
70
Clark Capital Management Group
Pennsylvania
$47.6M +$45.5M +173,063 New
JP Morgan Chase
71
JP Morgan Chase
New York
$47.2M +$4.97M +18,878 +12%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$46.4M +$30.8K +117 +0.1%
SSA
73
Schonfeld Strategic Advisors
New York
$46.3M -$1.78M -6,777 -4%
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$42.6M +$1.61M +6,118 +4%
Mawer Investment Management
75
Mawer Investment Management
Alberta, Canada
$40.7M -$8.07M -30,698 -17%

WTW Hedge Fund Activity: Q1 2024 in Review

662 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2024, worth a combined $26.1B — up 13% from $23.2B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new WTW positions and 48 closed out — a net gain of 40 holders — while 226 added to existing stakes and 238 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $110M. The largest seller was Artisan Partners, cutting an estimated $251M.

  • 662 institutional investors held Willis Towers Watson (WTW) as of Q1 2024, up from 628 in Q4 2023.
  • Funds reported $26.1B of Willis Towers Watson stock for Q1 2024, up 13% quarter-over-quarter.
  • 88 funds opened new Willis Towers Watson positions in Q1 2024 and 48 closed out, a net change of +40 holders.
  • The largest Willis Towers Watson buyer in Q1 2024 was Victory Capital Management, an estimated $110M added.
  • The largest Willis Towers Watson seller in Q1 2024 was Artisan Partners, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2024.