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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
Point72 Asset Management
101
Point72 Asset Management
Connecticut
$17.5M -$66.1M -285,761 -80%
Lazard Asset Management
102
Lazard Asset Management
New York
$17.3M +$2.92M +12,625 +21%
HSBC Holdings
103
HSBC Holdings
United Kingdom
$17.2M +$2.26M +9,793 +16%
WAM
104
Westport Asset Management
Connecticut
$16.7M – – –
Diamond Hill Capital Management
105
Diamond Hill Capital Management
Ohio
$16.7M -$1.82M -7,856 -10%
Walleye Capital
106
Walleye Capital
New York
$16.6M +$7.38M +31,896 +86%
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.6M +$226K +979 +1%
SAM
108
Storebrand Asset Management
Norway
$16.5M +$1.71M +7,389 +12%
Envestnet Asset Management
109
Envestnet Asset Management
Illinois
$16.3M -$246K -1,065 -2%
Acadian Asset Management
110
Acadian Asset Management
Massachusetts
$16.2M +$15.4M +66,706 +11,383%
Mitsubishi UFJ Trust & Banking
111
Mitsubishi UFJ Trust & Banking
Japan
$15.8M -$451K -1,951 -3%
Tudor Investment Corp
112
Tudor Investment Corp
Connecticut
$15.5M +$13.2M +56,947 +788%
LP
113
LMR Partners
United Kingdom
$15.1M +$14.5M +62,722 New
State of New Jersey Common Pension Fund D
114
State of New Jersey Common Pension Fund D
New Jersey
$14.4M – – –
M&T Bank
115
M&T Bank
New York
$14.4M -$12.3M -53,096 -47%
State of Wisconsin Investment Board
116
State of Wisconsin Investment Board
Wisconsin
$14.2M -$588K -2,544 -4%
Toronto Dominion Bank
117
Toronto Dominion Bank
Ontario, Canada
$14.2M -$1.27M -5,492 -9%
EWA
118
Exencial Wealth Advisors
Oklahoma
$14.2M +$221K +954 +2%
Chevy Chase Trust
119
Chevy Chase Trust
Maryland
$13.9M -$286K -1,239 -2%
Mackenzie Financial
120
Mackenzie Financial
Ontario, Canada
$13.9M -$107K -461 -0.8%
Pictet Asset Management
121
Pictet Asset Management
Switzerland
$13.7M -$33.5K -145 -0.3%
SG Americas Securities
122
SG Americas Securities
New York
$13.6M +$12.3M +53,391 +1,737%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
123
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$13.5M +$5.87M +25,400 +83%
State of Tennessee, Department of Treasury
124
State of Tennessee, Department of Treasury
Tennessee
$13.4M +$8.85M +38,260 +223%
TD Asset Management
125
TD Asset Management
Ontario, Canada
$13.1M +$1.33M +5,743 +12%
3 4
5
6 7

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.