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Willis Towers Watson

662 hedge funds and large institutions have $26.1B invested in Willis Towers Watson in 2024 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 226 increasing their positions, 238 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 48

74% more call options, than puts

Call options by funds: $91.6M | Put options by funds: $52.5M

13% more capital invested

Capital invested by funds: $23.2B → $26.1B (+$2.91B)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

5% more funds holding

Funds holding: 628662 (+34)

0.49% less ownership

Funds ownership: 93.01%92.53% (-0.49%)

5% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 238

Holders
662
Holders Change
+34
Holders Change %
+5.41%
% of All Funds
9.54%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
88
Increased
226
Reduced
238
Closed
48
Calls
$91.6M
Puts
$52.5M
Net Calls
+$39.1M
Net Calls Change
-$29.2M
Name Holding Trade Value Shares
Change
Change in
Stake
National Pension Service
76
National Pension Service
South Korea
$40.6M +$38.8M +147,496 New
SG Americas Securities
77
SG Americas Securities
New York
$40.1M +$23.5M +89,222 +158%
SM
78
Sunriver Management
Connecticut
$39.7M -$2.95M -11,197 -7%
Natixis Advisors
79
Natixis Advisors
Massachusetts
$38.1M +$2.82M +10,731 +8%
RJA
80
Raymond James & Associates
Florida
$37.9M -$1.65M -6,271 -4%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$35.4M -$8.82M -33,540 -21%
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$34.9M +$15.6M +59,243 +88%
Principal Financial Group
83
Principal Financial Group
Iowa
$34.6M +$765K +2,908 +2%
Qube Research & Technologies (QRT)
84
Qube Research & Technologies (QRT)
United Kingdom
$34.5M +$26M +98,879 +373%
NSCM
85
New South Capital Management
Tennessee
$33.3M +$211K +801 +0.7%
Mitsubishi UFJ Asset Management
86
Mitsubishi UFJ Asset Management
Japan
$32.2M +$4.43M +16,844 +17%
Canada Life
87
Canada Life
Manitoba, Canada
$31.7M +$795K +3,021 +3%
GC
88
Gillson Capital
Illinois
$31.6M -$36.4M -138,537 -55%
Viking Global Investors
89
Viking Global Investors
Connecticut
$30.9M +$29.6M +112,344 New
TC
90
TwinBeech Capital
New York
$30.1M +$28.8M +109,518 New
Bank of Nova Scotia
91
Bank of Nova Scotia
Ontario, Canada
$30.1M -$268K -1,020 -0.9%
Voloridge Investment Management
92
Voloridge Investment Management
Florida
$28.5M +$27.3M +103,761 New
RCM
93
Rivermont Capital Management
New York
$27.9M +$5.16M +19,626 +24%
State Board of Administration of Florida Retirement System
94
State Board of Administration of Florida Retirement System
Florida
$27.1M +$1.95M +7,404 +7%
BAMCO Inc
95
BAMCO Inc
New York
$26.3M -$2.11M -8,010 -8%
New York State Teachers Retirement System (NYSTRS)
96
New York State Teachers Retirement System (NYSTRS)
New York
$25.9M -$928K -3,528 -4%
WorldQuant Millennium Advisors
97
WorldQuant Millennium Advisors
New York
$23.4M +$10.6M +40,172 +90%
DDPIC
98
Deroy & Devereaux Private Investment Counsel
Michigan
$23.2M -$366K -1,393 -2%
ACM
99
Aryeh Capital Management
Ontario, Canada
$23.1M
Lord, Abbett & Co
100
Lord, Abbett & Co
New Jersey
$22.6M +$21.6M +82,000 New

WTW Hedge Fund Activity: Q1 2024 in Review

662 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2024, worth a combined $26.1B — up 13% from $23.2B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new WTW positions and 48 closed out — a net gain of 40 holders — while 226 added to existing stakes and 238 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $110M. The largest seller was Artisan Partners, cutting an estimated $251M.

  • 662 institutional investors held Willis Towers Watson (WTW) as of Q1 2024, up from 628 in Q4 2023.
  • Funds reported $26.1B of Willis Towers Watson stock for Q1 2024, up 13% quarter-over-quarter.
  • 88 funds opened new Willis Towers Watson positions in Q1 2024 and 48 closed out, a net change of +40 holders.
  • The largest Willis Towers Watson buyer in Q1 2024 was Victory Capital Management, an estimated $110M added.
  • The largest Willis Towers Watson seller in Q1 2024 was Artisan Partners, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2024.