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Willis Towers Watson
WTW

237 hedge funds and large institutions have $8.3B invested in Willis Towers Watson in 2015 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 78 increasing their positions, 93 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $3.13M | Put options by funds: $1.34M

9% more capital invested

Capital invested by funds: $7.6B → $8.3B (+$698M)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

1% less funds holding

Funds holding: 240 → 237 (-3)

16% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 93

Holders
237
Holders Change
-3
Holders Change %
-1.25%
% of All Funds
6.32%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
18
Increased
78
Reduced
93
Closed
19
Calls
$3.13M
Puts
$1.34M
Net Calls
+$1.79M
Net Calls Change
+$1.66M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$295M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$88.6M
3
Wells Fargo
Wells Fargo
California
+$32.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$31.7M
5
CCM
Cantillon Capital Management
New York
+$27.2M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$138M
2
Primecap Management
Primecap Management
California
-$78.2M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$52.6M
4
ECU
Egerton Capital (UK)
United Kingdom
-$37.3M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$20.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
MTB
101
Mizuho Trust & Banking
Japan
$2.45M +$2.35M +19,166 New
ClearBridge Investments
102
ClearBridge Investments
New York
$2.41M -$7K -57 -0.3%
FAF
103
Fjarde Ap-fonden
Sweden
$2.37M – – –
SB
104
Suntrust Banks
Georgia
$2.35M +$1.84K +15 +0.1%
M&T Bank
105
M&T Bank
New York
$2.33M +$56.2K +458 +3%
APG Asset Management
106
APG Asset Management
Netherlands
$2.32M -$1.87M -15,242 -46%
Los Angeles Capital Management
107
Los Angeles Capital Management
California
$2.25M +$41.7K +340 +2%
JMPWA
108
JP Morgan Private Wealth Advisors
California
$2.18M -$22.3K -182 -1%
ACI
109
AMP Capital Investors
Australia
$2.17M – – –
Franklin Resources
110
Franklin Resources
California
$2.16M +$399K +3,253 +24%
TCM
111
Tradition Capital Management
New Jersey
$2.09M +$2.01M +16,387 New
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$2.01M +$257K +2,091 +15%
GC
113
Guggenheim Capital
Illinois
$1.93M +$26.4K +215 +1%
RFC
114
Russell Frank Company
Washington
$1.76M -$789K -6,427 -32%
Public Employees Retirement Association of Colorado
115
Public Employees Retirement Association of Colorado
Colorado
$1.73M – – –
Credit Agricole
116
Credit Agricole
France
$1.67M -$626K -5,105 -28%
FA
117
FDx Advisors
Illinois
$1.65M -$260K -2,116 -14%
CWA
118
Constellation Wealth Advisors
New York
$1.63M +$482K +3,926 +44%
BCIM
119
British Columbia Investment Management
British Columbia, Canada
$1.55M -$601K -4,894 -29%
ProShare Advisors
120
ProShare Advisors
Maryland
$1.47M -$78.9K -643 -5%
IIC
121
Ironwood Investment Counsel
Arizona
$1.45M +$45.6K +372 +3%
Envestnet Asset Management
122
Envestnet Asset Management
Illinois
$1.43M +$1.01M +8,220 +275%
BIM
123
BlackRock Investment Management
Delaware
$1.26M -$1.47K -12 -0.1%
HS
124
HighVista Strategies
Massachusetts
$1.25M +$1.2M +9,803 New
BA
125
BlackRock Advisors
Delaware
$1.23M – – –
3 4
5
6 7

WTW Hedge Fund Activity: Q1 2015 in Review

237 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2015, worth a combined $8.3B — up 9.2% from $7.6B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of WTW and 18 opened new positions — a net loss of 1 holder — while 93 trimmed existing stakes and 78 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $295M. The largest seller was JP Morgan Chase, cutting an estimated $138M.

  • 237 institutional investors held Willis Towers Watson (WTW) as of Q1 2015, down from 240 in Q4 2014.
  • Funds reported $8.3B of Willis Towers Watson stock for Q1 2015, up 9.2% quarter-over-quarter.
  • 18 funds opened new Willis Towers Watson positions in Q1 2015 and 19 closed out, a net change of -1 holder.
  • The largest Willis Towers Watson buyer in Q1 2015 was T. Rowe Price Associates, an estimated $295M added.
  • The largest Willis Towers Watson seller in Q1 2015 was JP Morgan Chase, an estimated $138M sold.

Based on aggregated 13F filings for Q1 2015.