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Willis Towers Watson

379 hedge funds and large institutions have $16.6B invested in Willis Towers Watson in 2017 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 121 increasing their positions, 167 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,085% more call options, than puts

Call options by funds: $19.6M | Put options by funds: $616K

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

8% more capital invested

Capital invested by funds: $15.3B → $16.6B (+$1.26B)

1.87% more ownership

Funds ownership: 91.72%93.59% (+1.9%)

3% less funds holding

Funds holding: 391379 (-12)

11% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 38

28% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 167

Holders
379
Holders Change
-12
Holders Change %
-3.07%
% of All Funds
9.43%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.55%
New
34
Increased
121
Reduced
167
Closed
38
Calls
$19.6M
Puts
$616K
Net Calls
+$19M
Net Calls Change
+$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
101
SEI Investments
Pennsylvania
$14.5M -$7.3M -57,442 -34%
RSCM
102
Rock Springs Capital Management
Maryland
$14.4M
OAM
103
Oxford Asset Management
United Kingdom
$13.2M +$50.6K +398 +0.4%
Morgan Stanley
104
Morgan Stanley
New York
$12.8M -$5.4M -42,466 -30%
NFA
105
Nationwide Fund Advisors
Ohio
$12.4M +$51.9K +408 +0.4%
PPA
106
Parametric Portfolio Associates
Washington
$12.1M -$1.77M -13,912 -13%
KCP
107
Kenmare Capital Partners
New York
$11.3M -$3.4M -26,757 -24%
Aviva
108
Aviva
United Kingdom
$11.2M -$607K -4,778 -5%
Barclays
109
Barclays
United Kingdom
$10.2M -$24.8M -195,271 -71%
JMPWA
110
JP Morgan Private Wealth Advisors
California
$10.2M -$256K -2,014 -3%
Brown Advisory
111
Brown Advisory
Maryland
$10.2M -$739K -5,813 -7%
BCIM
112
British Columbia Investment Management
British Columbia, Canada
$10.1M +$1.12M +8,800 +13%
Neuberger Berman Group
113
Neuberger Berman Group
New York
$10.1M -$169K -1,330 -2%
AAMU
114
Amundi Asset Management US
Massachusetts
$9.76M -$7.17M -56,403 -43%
WAM
115
Westport Asset Management
Connecticut
$9.38M -$3.36M -26,420 -27%
PFMOSF
116
Philadelphia Financial Management of San Francisco
California
$9.08M -$5.38M -42,315 -38%
State of Wisconsin Investment Board
117
State of Wisconsin Investment Board
Wisconsin
$8.6M +$8.36M +65,728 New
PCMF
118
Private Capital Management (Florida)
Florida
$8.56M -$55.6K -437 -0.7%
ACP
119
Atalan Capital Partners
New York
$8.12M
Retirement Systems of Alabama
120
Retirement Systems of Alabama
Alabama
$8.06M -$143K -1,126 -2%
AIG
121
American International Group
New York
$6.25M -$62.7K -493 -1%
SAM
122
Steinberg Asset Management
New York
$6.23M +$13.2K +104 +0.2%
WFG
123
Windsor Financial Group
Minnesota
$6.14M -$134K -1,050 -2%
GJIC
124
Gamble Jones Investment Counsel
California
$6.06M -$95.1K -748 -2%
ProShare Advisors
125
ProShare Advisors
Maryland
$5.99M +$247K +1,944 +4%

WTW Hedge Fund Activity: Q1 2017 in Review

379 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2017, worth a combined $16.6B — up 8.2% from $15.3B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of WTW and 34 opened new positions — a net loss of 4 holders — while 167 trimmed existing stakes and 121 added.

The largest buyer was BlackRock, adding an estimated $653M. The largest seller was Artisan Partners, exiting entirely with an estimated $169M sold.

  • 379 institutional investors held Willis Towers Watson (WTW) as of Q1 2017, down from 391 in Q4 2016.
  • Funds reported $16.6B of Willis Towers Watson stock for Q1 2017, up 8.2% quarter-over-quarter.
  • 34 funds opened new Willis Towers Watson positions in Q1 2017 and 38 closed out, a net change of -4 holders.
  • The largest Willis Towers Watson buyer in Q1 2017 was BlackRock, an estimated $653M added.
  • The largest Willis Towers Watson seller in Q1 2017 was Artisan Partners, an estimated $169M sold.

Based on aggregated 13F filings for Q1 2017.