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Willis Towers Watson

379 hedge funds and large institutions have $16.6B invested in Willis Towers Watson in 2017 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 121 increasing their positions, 167 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,085% more call options, than puts

Call options by funds: $19.6M | Put options by funds: $616K

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

8% more capital invested

Capital invested by funds: $15.3B → $16.6B (+$1.26B)

1.87% more ownership

Funds ownership: 91.72%93.59% (+1.9%)

3% less funds holding

Funds holding: 391379 (-12)

11% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 38

28% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 167

Holders
379
Holders Change
-12
Holders Change %
-3.07%
% of All Funds
9.43%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.55%
New
34
Increased
121
Reduced
167
Closed
38
Calls
$19.6M
Puts
$616K
Net Calls
+$19M
Net Calls Change
+$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
76
Bank of America
North Carolina
$25.7M -$577K -4,535 -2%
SM
77
Sunriver Management
Connecticut
$25.4M +$24.6M +193,760 New
BNP Paribas Financial Markets
78
BNP Paribas Financial Markets
France
$25.2M +$8.57M +67,418 +54%
New York State Teachers Retirement System (NYSTRS)
79
New York State Teachers Retirement System (NYSTRS)
New York
$24.6M -$9.03K -71 -0%
Adage Capital Partners
80
Adage Capital Partners
Massachusetts
$24.1M -$331K -2,600 -1%
KBC Group
81
KBC Group
Belgium
$24M +$21.6M +169,973 +1,262%
Janus Henderson Group
82
Janus Henderson Group
United Kingdom
$23.8M -$2.98M -23,425 -11%
CS
83
Credit Suisse
Switzerland
$23.7M -$873K -6,863 -4%
Prudential Financial
84
Prudential Financial
New Jersey
$22.6M -$496K -3,899 -2%
WIM
85
Weitz Investment Management
Nebraska
$22.1M -$1.83M -14,405 -8%
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$21.7M -$681K -5,354 -3%
NC
87
Nicholas Company
Wisconsin
$20.4M -$1.27M -10,020 -6%
TAM
88
Tocqueville Asset Management
New York
$19.8M -$948K -7,458 -5%
USAA
89
United Services Automobile Association
Texas
$19.6M -$178K -1,403 -0.9%
AllianceBernstein
90
AllianceBernstein
Tennessee
$19.2M -$3.1M -24,404 -14%
CRM
91
Cramer Rosenthal McGlynn
Connecticut
$17.8M -$8M -62,955 -32%
LC
92
Loews Corp
New York
$17.7M -$4.45M -35,000 -21%
CAM
93
Cacti Asset Management
Georgia
$17.4M -$1.07M -8,443 -6%
CI
94
Cooper Investors
Australia
$17.2M +$524K +4,122 +3%
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.1M +$966K +7,598 +6%
RJFSA
96
Raymond James Financial Services Advisors
Florida
$17.1M +$3.3M +25,971 +25%
Millennium Management
97
Millennium Management
New York
$16.8M +$16.3M +128,301 New
CCM
98
Channing Capital Management
Illinois
$15.9M +$6.64M +52,231 +76%
RhumbLine Advisers
99
RhumbLine Advisers
Massachusetts
$15.2M +$467K +3,670 +3%
Chevy Chase Trust
100
Chevy Chase Trust
Maryland
$14.5M +$300K +2,361 +2%

WTW Hedge Fund Activity: Q1 2017 in Review

379 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2017, worth a combined $16.6B — up 8.2% from $15.3B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of WTW and 34 opened new positions — a net loss of 4 holders — while 167 trimmed existing stakes and 121 added.

The largest buyer was BlackRock, adding an estimated $653M. The largest seller was Artisan Partners, exiting entirely with an estimated $169M sold.

  • 379 institutional investors held Willis Towers Watson (WTW) as of Q1 2017, down from 391 in Q4 2016.
  • Funds reported $16.6B of Willis Towers Watson stock for Q1 2017, up 8.2% quarter-over-quarter.
  • 34 funds opened new Willis Towers Watson positions in Q1 2017 and 38 closed out, a net change of -4 holders.
  • The largest Willis Towers Watson buyer in Q1 2017 was BlackRock, an estimated $653M added.
  • The largest Willis Towers Watson seller in Q1 2017 was Artisan Partners, an estimated $169M sold.

Based on aggregated 13F filings for Q1 2017.