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Willis Towers Watson
WTW

401 hedge funds and large institutions have $14.2B invested in Willis Towers Watson in 2016 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 136 increasing their positions, 50 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 35

172% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 50

160% more call options, than puts

Call options by funds: $12.2M | Put options by funds: $4.71M

130% more funds holding in top 10

Funds holding in top 10: 10 → 23 (+13)

77% more funds holding

Funds holding: 226 → 401 (+175)

66% more capital invested

Capital invested by funds: $8.59B → $14.2B (+$5.63B)

Holders
401
Holders Change
+175
Holders Change %
+77.43%
% of All Funds
10.68%
Holding in Top 10
23
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+130%
% of All Funds
0.61%
New
210
Increased
136
Reduced
50
Closed
35
Calls
$12.2M
Puts
$4.71M
Net Calls
+$7.52M
Net Calls Change
+$6.38M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$805M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$690M
3
State Street
State Street
Massachusetts
+$498M
4
ECU
Egerton Capital (UK)
United Kingdom
+$245M
5
MAI
Marble Arch Investments
New York
+$223M

Top Sellers

1
AGA
Altrinsic Global Advisors
Connecticut
-$249M
2
Pzena Investment Management
Pzena Investment Management
New York
-$94.7M
3
Harris Associates
Harris Associates
Illinois
-$92.4M
4
AGM
Alpine Global Management
New York
-$65.9M
5
Two Sigma Investments
Two Sigma Investments
New York
-$37.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$25.3M +$23.4M +203,637 +2,154%
Adage Capital Partners
77
Adage Capital Partners
Massachusetts
$24.3M +$23.6M +205,100 New
Morgan Stanley
78
Morgan Stanley
New York
$24.2M -$4.21M -36,604 -15%
Balyasny Asset Management
79
Balyasny Asset Management
Illinois
$24.1M +$18.9M +164,426 +423%
JHIU
80
Janus Henderson Investors US
Colorado
$23M +$20.6M +178,495 +1,161%
New York State Teachers Retirement System (NYSTRS)
81
New York State Teachers Retirement System (NYSTRS)
New York
$22.7M +$22.1M +191,531 New
PI
82
Putnam Investments
Massachusetts
$22.1M +$289K +2,511 +1%
HP
83
Hosking Partners
United Kingdom
$21.6M +$21M +182,103 New
1832 Asset Management
84
1832 Asset Management
Ontario, Canada
$21.3M +$12.3M +106,755 New
GC
85
Guggenheim Capital
Illinois
$20.8M +$18.3M +158,923 +955%
CI
86
Cooper Investors
Australia
$20.1M +$19.5M +169,191 New
Brown Advisory
87
Brown Advisory
Maryland
$20M +$19.4M +168,177 New
TAM
88
Tocqueville Asset Management
New York
$19.8M -$2.1M -18,247 -10%
NC
89
Nicholas Company
Wisconsin
$19.8M +$49K +426 +0.3%
WMSA
90
Weiss Multi-Strategy Advisers
New York
$19.6M +$19M +165,117 New
FAF
91
Första AP-fonden
Sweden
$19.6M +$19M +165,065 New
BJ
92
BlackRock Japan
Japan
$19.6M +$8.32M +72,256 +78%
Prudential Financial
93
Prudential Financial
New Jersey
$19.1M +$18.5M +161,070 New
USAA
94
United Services Automobile Association
Texas
$18.4M +$11.4M +99,451 +178%
Millennium Management
95
Millennium Management
New York
$18.3M +$7.63M +66,315 +75%
AllianceBernstein
96
AllianceBernstein
Tennessee
$17.9M +$16.8M +145,520 +2,588%
CAM
97
Cacti Asset Management
Georgia
$17.7M +$6.25M +54,246 +57%
RJA
98
Raymond James & Associates
Florida
$17.1M +$3.83M +33,262 +30%
JP Morgan Chase
99
JP Morgan Chase
New York
$16.7M +$415K +3,605 +3%
AAMU
100
Amundi Asset Management US
Massachusetts
$16.5M +$16M +139,299 New
2 3
4
5 6

WTW Hedge Fund Activity: Q1 2016 in Review

401 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2016, worth a combined $14.2B — up 66% from $8.59B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new WTW positions and 35 closed out — a net gain of 175 holders — while 136 added to existing stakes and 50 trimmed.

The largest buyer was Vanguard Group, adding an estimated $805M. The largest seller was Altrinsic Global Advisors, exiting entirely with an estimated $249M sold.

  • 401 institutional investors held Willis Towers Watson (WTW) as of Q1 2016, up from 226 in Q4 2015.
  • Funds reported $14.2B of Willis Towers Watson stock for Q1 2016, up 66% quarter-over-quarter.
  • 210 funds opened new Willis Towers Watson positions in Q1 2016 and 35 closed out, a net change of +175 holders.
  • The largest Willis Towers Watson buyer in Q1 2016 was Vanguard Group, an estimated $805M added.
  • The largest Willis Towers Watson seller in Q1 2016 was Altrinsic Global Advisors, an estimated $249M sold.

Based on aggregated 13F filings for Q1 2016.