Willis Towers Watson
240 hedge funds and large institutions have $7.6B invested in Willis Towers Watson in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 80 increasing their positions, 90 reducing their positions, and 17 closing their positions.
181% more call options, than puts
Call options by funds: $202K | Put options by funds: $72K
65% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 17
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
11% more capital invested
Capital invested by funds: $6.82B → $7.6B (+$783M)
4% more funds holding
Funds holding: 231 → 240 (+9)
11% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 90
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$199M |
| 2 |
First Eagle Investment Management
New York
|
+$80.5M |
| 3 |
JP Morgan Chase
New York
|
+$38M |
| 4 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
+$35.2M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$24.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$47.8M |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$47.5M |
| 3 |
Primecap Management
Pasadena,
California
|
-$47.1M |
| 4 |
AGA
Altrinsic Global Advisors
Stamford,
Connecticut
|
-$21.4M |
| 5 |
SAM
Steinberg Asset Management
New York
|
-$18.7M |
WTW Hedge Fund Activity: Q4 2014 in Review
240 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q4 2014, worth a combined $7.6B — up 11% from $6.82B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new WTW positions and 17 closed out — a net gain of 11 holders — while 80 added to existing stakes and 90 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $199M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), exiting entirely with an estimated $47.8M sold.
- 240 institutional investors held Willis Towers Watson (WTW) as of Q4 2014, up from 231 in Q3 2014.
- Funds reported $7.6B of Willis Towers Watson stock for Q4 2014, up 11% quarter-over-quarter.
- 28 funds opened new Willis Towers Watson positions in Q4 2014 and 17 closed out, a net change of +11 holders.
- The largest Willis Towers Watson buyer in Q4 2014 was T. Rowe Price Associates, an estimated $199M added.
- The largest Willis Towers Watson seller in Q4 2014 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $47.8M sold.
Based on aggregated 13F filings for Q4 2014.