Willis Towers Watson
WTW
669 hedge funds and large institutions have $27.5B invested in Willis Towers Watson in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 260 increasing their positions, 234 reducing their positions, and 43 closing their positions.
163% more call options, than puts
Call options by funds: $83M | Put options by funds: $31.6M
60% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 43
12% more capital invested
Capital invested by funds: $24.6B → $27.5B (+$2.87B)
11% more repeat investments, than reductions
Existing positions increased: 260 | Existing positions reduced: 234
3% more funds holding
Funds holding: 649 → 669 (+20)
0.06% more ownership
Funds ownership: 91.97% → 92.03% (+0.06%)
6% less funds holding in top 10
Funds holding in top 10: 16 → 15 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$439M |
| 2 |
UBS AM
Chicago,
Illinois
|
+$174M |
| 3 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$140M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$81.8M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$44.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$197M |
| 2 |
Bank of New York Mellon
New York
|
-$157M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$126M |
| 4 |
BIP
Brandes Investment Partners
La Jolla,
California
|
-$92.4M |
| 5 |
Harris Associates
Chicago,
Illinois
|
-$89M |
WTW Hedge Fund Activity: Q3 2024 in Review
669 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q3 2024, worth a combined $27.5B — up 12% from $24.6B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new WTW positions and 43 closed out — a net gain of 26 holders — while 260 added to existing stakes and 234 trimmed.
The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $439M. The largest seller was Massachusetts Financial Services, cutting an estimated $197M.
- 669 institutional investors held Willis Towers Watson (WTW) as of Q3 2024, up from 649 in Q2 2024.
- Funds reported $27.5B of Willis Towers Watson stock for Q3 2024, up 12% quarter-over-quarter.
- 69 funds opened new Willis Towers Watson positions in Q3 2024 and 43 closed out, a net change of +26 holders.
- The largest Willis Towers Watson buyer in Q3 2024 was T. Rowe Price Investment Management, an estimated $439M added.
- The largest Willis Towers Watson seller in Q3 2024 was Massachusetts Financial Services, an estimated $197M sold.
Based on aggregated 13F filings for Q3 2024.