We are live on ! Find out more
WTW icon

Willis Towers Watson
WTW

628 hedge funds and large institutions have $23.2B invested in Willis Towers Watson in 2023 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 197 increasing their positions, 227 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 43

118% more call options, than puts

Call options by funds: $126M | Put options by funds: $57.7M

15% more capital invested

Capital invested by funds: $20.1B → $23.2B (+$3.05B)

13% more funds holding

Funds holding: 558 → 628 (+70)

1.33% more ownership

Funds ownership: 91.69% → 93.01% (+1.3%)

11% less funds holding in top 10

Funds holding in top 10: 19 → 17 (-2)

13% less repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 227

Holders
628
Holders Change
+70
Holders Change %
+12.54%
% of All Funds
9.16%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
121
Increased
197
Reduced
227
Closed
43
Calls
$126M
Puts
$57.7M
Net Calls
+$68.3M
Net Calls Change
+$4.3M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$334M
2
Morgan Stanley
Morgan Stanley
New York
+$190M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$103M
4
Millennium Management
Millennium Management
New York
+$89.9M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$73.3M

Top Sellers

1
CCM
Cantillon Capital Management
New York
-$392M
2
Artisan Partners
Artisan Partners
Wisconsin
-$232M
3
American Century Companies
American Century Companies
Missouri
-$86.1M
4
First Trust Advisors
First Trust Advisors
Illinois
-$72M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$66.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Natixis Advisors
76
Natixis Advisors
Massachusetts
$30.8M +$3.65M +15,790 +14%
Principal Financial Group
77
Principal Financial Group
Iowa
$29.6M -$921K -3,982 -3%
ECM
78
Engine Capital Management
New York
$29.4M -$25.4K -110 -0.1%
NSCM
79
New South Capital Management
Tennessee
$29M -$1.13M -4,891 -4%
Renaissance Technologies
80
Renaissance Technologies
New York
$28.8M +$27.6M +119,520 New
Ensign Peak Advisors
81
Ensign Peak Advisors
Utah
$28.1M -$25.5M -110,076 -49%
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$27.6M +$2.93M +12,678 +12%
Canada Life
83
Canada Life
Manitoba, Canada
$26.9M -$308K -1,330 -1%
Bank of Nova Scotia
84
Bank of Nova Scotia
Ontario, Canada
$26.6M -$395K -1,707 -2%
Robeco Institutional Asset Management
85
Robeco Institutional Asset Management
Netherlands
$26.4M -$3.9M -16,874 -13%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$26.3M +$641K +2,773 +3%
BAMCO Inc
87
BAMCO Inc
New York
$25M -$5.51M -23,817 -19%
Mitsubishi UFJ Asset Management
88
Mitsubishi UFJ Asset Management
Japan
$24.2M – – –
New York State Teachers Retirement System (NYSTRS)
89
New York State Teachers Retirement System (NYSTRS)
New York
$23.6M -$1.66M -7,196 -7%
Jane Street
90
Jane Street
New York
$23.3M +$7.72M +33,370 +53%
New York State Common Retirement Fund
91
New York State Common Retirement Fund
New York
$21M -$2.74M -11,864 -12%
DDPIC
92
Deroy & Devereaux Private Investment Counsel
Michigan
$20.7M -$296K -1,279 -1%
ACM
93
Aryeh Capital Management
Ontario, Canada
$20.2M -$2.87M -12,400 -13%
Citigroup
94
Citigroup
New York
$19.7M +$7.18M +31,049 +61%
RCM
95
Rivermont Capital Management
New York
$19.7M -$4.38M -18,943 -19%
VOYA Investment Management
96
VOYA Investment Management
Georgia
$19M -$5.17M -22,353 -22%
Aviva
97
Aviva
United Kingdom
$18.9M +$1.97M +8,541 +12%
CI Investments Inc
98
CI Investments Inc
Ontario, Canada
$18.3M -$5.78M -25,013 -25%
Macquarie Group
99
Macquarie Group
Australia
$18.1M +$15M +64,811 +637%
BA
100
Bridgewater Associates
Connecticut
$18M +$6.49M +28,046 +60%
2 3
4
5 6

WTW Hedge Fund Activity: Q4 2023 in Review

628 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q4 2023, worth a combined $23.2B — up 15% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new WTW positions and 43 closed out — a net gain of 78 holders — while 197 added to existing stakes and 227 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $334M. The largest seller was Cantillon Capital Management, exiting entirely with an estimated $392M sold.

  • 628 institutional investors held Willis Towers Watson (WTW) as of Q4 2023, up from 558 in Q3 2023.
  • Funds reported $23.2B of Willis Towers Watson stock for Q4 2023, up 15% quarter-over-quarter.
  • 121 funds opened new Willis Towers Watson positions in Q4 2023 and 43 closed out, a net change of +78 holders.
  • The largest Willis Towers Watson buyer in Q4 2023 was Victory Capital Management, an estimated $334M added.
  • The largest Willis Towers Watson seller in Q4 2023 was Cantillon Capital Management, an estimated $392M sold.

Based on aggregated 13F filings for Q4 2023.