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Willis Towers Watson

502 hedge funds and large institutions have $23.4B invested in Willis Towers Watson in 2020 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 147 increasing their positions, 212 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more funds holding in top 10

Funds holding in top 10: 1633 (+17)

54% more call options, than puts

Call options by funds: $9.71M | Put options by funds: $6.29M

38% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 53

16% more capital invested

Capital invested by funds: $20.1B → $23.4B (+$3.3B)

4% more funds holding

Funds holding: 485502 (+17)

0.21% less ownership

Funds ownership: 91.88%91.67% (-0.21%)

31% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 212

Holders
502
Holders Change
+17
Holders Change %
+3.51%
% of All Funds
10.29%
Holding in Top 10
33
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+106.25%
% of All Funds
0.68%
New
73
Increased
147
Reduced
212
Closed
53
Calls
$9.71M
Puts
$6.29M
Net Calls
+$3.42M
Net Calls Change
-$32.7M
Name Holding Trade Value Shares
Change
Change in
Stake
NSCM
76
New South Capital Management
Tennessee
$46.1M -$1.01M -5,280 -2%
Marshall Wace
77
Marshall Wace
United Kingdom
$45.8M -$4.49M -23,434 -9%
Capstone Investment Advisors
78
Capstone Investment Advisors
New York
$45.2M +$43.9M +229,352 New
MWNA
79
Marshall Wace North America
New York
$45M -$8.95M -46,750 -17%
JIC
80
Johnson Investment Counsel
Ohio
$44.6M -$34.5M -179,979 -44%
DAM
81
DLD Asset Management
New York
$43.9M +$34.4M +179,900 +419%
New York State Common Retirement Fund
82
New York State Common Retirement Fund
New York
$42.5M -$4.31M -22,500 -9%
TCM
83
TimesSquare Capital Management
New York
$42.3M -$44.2M -230,985 -52%
SG Americas Securities
84
SG Americas Securities
New York
$41.7M +$33.9M +177,229 +513%
RhumbLine Advisers
85
RhumbLine Advisers
Massachusetts
$41M -$1.77M -9,253 -4%
Principal Financial Group
86
Principal Financial Group
Iowa
$37.8M +$1.55M +8,102 +4%
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$37.1M -$832K -4,344 -2%
AAMU
88
Amundi Asset Management US
Massachusetts
$35.6M -$5.19M -27,105 -13%
New York State Teachers Retirement System (NYSTRS)
89
New York State Teachers Retirement System (NYSTRS)
New York
$35.3M +$1.91K +10 +0%
RJA
90
Raymond James & Associates
Florida
$35.3M -$8.54M -44,602 -20%
MAM
91
Martingale Asset Management
Massachusetts
$35.2M -$1.79M -9,333 -5%
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
$34.5M +$12.3M +64,427 +58%
SEI Investments
93
SEI Investments
Pennsylvania
$34.4M -$224K -1,169 -0.7%
SM
94
Sunriver Management
Connecticut
$34.3M +$13.4M +69,874 +67%
Diamond Hill Capital Management
95
Diamond Hill Capital Management
Ohio
$34M -$46.8M -244,481 -59%
Deutsche Bank
96
Deutsche Bank
Germany
$32.9M -$120K -625 -0.4%
IA
97
IndexIQ Advisors
New York
$32.9M +$32M +166,928 New
State Board of Administration of Florida Retirement System
98
State Board of Administration of Florida Retirement System
Florida
$32.2M -$392K -2,047 -1%
AI
99
Ariel Investments
Illinois
$31.6M -$8.31M -43,417 -21%
Hudson Bay Capital Management
100
Hudson Bay Capital Management
Connecticut
$31.5M +$24.9M +129,835 +433%

WTW Hedge Fund Activity: Q2 2020 in Review

502 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q2 2020, worth a combined $23.4B — up 16% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new WTW positions and 53 closed out — a net gain of 20 holders — while 147 added to existing stakes and 212 trimmed.

The largest buyer was Capital World Investors, adding an estimated $578M. The largest seller was T. Rowe Price Associates, cutting an estimated $741M.

  • 502 institutional investors held Willis Towers Watson (WTW) as of Q2 2020, up from 485 in Q1 2020.
  • Funds reported $23.4B of Willis Towers Watson stock for Q2 2020, up 16% quarter-over-quarter.
  • 73 funds opened new Willis Towers Watson positions in Q2 2020 and 53 closed out, a net change of +20 holders.
  • The largest Willis Towers Watson buyer in Q2 2020 was Capital World Investors, an estimated $578M added.
  • The largest Willis Towers Watson seller in Q2 2020 was T. Rowe Price Associates, an estimated $741M sold.

Based on aggregated 13F filings for Q2 2020.