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Willis Towers Watson
WTW

401 hedge funds and large institutions have $14.2B invested in Willis Towers Watson in 2016 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 136 increasing their positions, 50 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 35

172% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 50

160% more call options, than puts

Call options by funds: $12.2M | Put options by funds: $4.71M

130% more funds holding in top 10

Funds holding in top 10: 10 → 23 (+13)

77% more funds holding

Funds holding: 226 → 401 (+175)

66% more capital invested

Capital invested by funds: $8.59B → $14.2B (+$5.63B)

Holders
401
Holders Change
+175
Holders Change %
+77.43%
% of All Funds
10.68%
Holding in Top 10
23
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+130%
% of All Funds
0.61%
New
210
Increased
136
Reduced
50
Closed
35
Calls
$12.2M
Puts
$4.71M
Net Calls
+$7.52M
Net Calls Change
+$6.38M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$805M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$690M
3
State Street
State Street
Massachusetts
+$498M
4
ECU
Egerton Capital (UK)
United Kingdom
+$245M
5
MAI
Marble Arch Investments
New York
+$223M

Top Sellers

1
AGA
Altrinsic Global Advisors
Connecticut
-$249M
2
Pzena Investment Management
Pzena Investment Management
New York
-$94.7M
3
Harris Associates
Harris Associates
Illinois
-$92.4M
4
AGM
Alpine Global Management
New York
-$65.9M
5
Two Sigma Investments
Two Sigma Investments
New York
-$37.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
101
Sessa Capital
New York
$16M +$15.5M +134,442 New
Manulife (Manufacturers Life Insurance)
102
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.8M +$15.3M +132,500 +36,104%
PPA
103
Parametric Portfolio Associates
Washington
$15.7M +$8.84M +76,765 +137%
Renaissance Technologies
104
Renaissance Technologies
New York
$15M -$8.15M -70,749 -36%
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$14.3M +$13.6M +118,175 +4,693%
SAM
106
Steinberg Asset Management
New York
$14.3M +$13.9M +120,610 New
Chevy Chase Trust
107
Chevy Chase Trust
Maryland
$13.9M +$13.5M +117,560 New
KCM
108
Kingdon Capital Management
New York
$13.9M +$13.5M +117,254 New
NPPM
109
North Point Portfolio Managers
Ohio
$13.4M +$13M +112,549 New
KCP
110
Kenmare Capital Partners
New York
$12.7M +$1.43M +12,419 +13%
NFA
111
Nationwide Fund Advisors
Ohio
$12.7M +$10.8M +93,723 +688%
WAM
112
Westport Asset Management
Connecticut
$12.1M -$691K -6,001 -6%
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$12.1M +$11.1M +96,713 +1,985%
New York State Common Retirement Fund
114
New York State Common Retirement Fund
New York
$11.8M +$8.95M +77,769 +357%
Canada Pension Plan Investment Board
115
Canada Pension Plan Investment Board
Ontario, Canada
$11.8M +$11.5M +99,497 New
PC
116
Polar Capital
United Kingdom
$11.3M +$10.9M +95,000 New
SEI Investments
117
SEI Investments
Pennsylvania
$10.8M -$133K -1,156 -1%
Two Sigma Investments
118
Two Sigma Investments
New York
$10.6M -$37.4M -324,586 -78%
RhumbLine Advisers
119
RhumbLine Advisers
Massachusetts
$10.6M +$10.3M +89,353 New
HSBC Holdings
120
HSBC Holdings
United Kingdom
$10.5M +$4.67M +40,590 +85%
PCMF
121
Private Capital Management (Florida)
Florida
$9.71M -$132K -1,146 -1%
JIR
122
James Investment Research
Ohio
$9.63M +$9.34M +81,161 New
Allianz Asset Management
123
Allianz Asset Management
Germany
$9.21M +$8.94M +77,626 New
VAM
124
Visium Asset Management
New York
$9.1M +$8.83M +76,708 New
Marshall Wace
125
Marshall Wace
United Kingdom
$9.09M +$8.82M +76,618 New
3 4
5
6 7

WTW Hedge Fund Activity: Q1 2016 in Review

401 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2016, worth a combined $14.2B — up 66% from $8.59B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new WTW positions and 35 closed out — a net gain of 175 holders — while 136 added to existing stakes and 50 trimmed.

The largest buyer was Vanguard Group, adding an estimated $805M. The largest seller was Altrinsic Global Advisors, exiting entirely with an estimated $249M sold.

  • 401 institutional investors held Willis Towers Watson (WTW) as of Q1 2016, up from 226 in Q4 2015.
  • Funds reported $14.2B of Willis Towers Watson stock for Q1 2016, up 66% quarter-over-quarter.
  • 210 funds opened new Willis Towers Watson positions in Q1 2016 and 35 closed out, a net change of +175 holders.
  • The largest Willis Towers Watson buyer in Q1 2016 was Vanguard Group, an estimated $805M added.
  • The largest Willis Towers Watson seller in Q1 2016 was Altrinsic Global Advisors, an estimated $249M sold.

Based on aggregated 13F filings for Q1 2016.