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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
Toronto Dominion Bank
101
Toronto Dominion Bank
Ontario, Canada
$21.9M +$5.41M +20,558 +35%
New York State Common Retirement Fund
102
New York State Common Retirement Fund
New York
$21.6M -$2.27M -8,628 -10%
IIM
103
INTECH Investment Management
Florida
$21.2M -$18.2M -69,177 -47%
CI Investments Inc
104
CI Investments Inc
Ontario, Canada
$20.7M -$100K -382 -0.5%
Squarepoint
105
Squarepoint
New York
$20.5M +$14.5M +54,969 +279%
VOYA Investment Management
106
VOYA Investment Management
Georgia
$20.5M -$1.17M -4,429 -6%
Macquarie Group
107
Macquarie Group
Australia
$20.4M -$190K -724 -1%
BA
108
Bridgewater Associates
Connecticut
$20.3M -$213K -811 -1%
HSBC Holdings
109
HSBC Holdings
United Kingdom
$20M +$331K +1,257 +2%
Citigroup
110
Citigroup
New York
$19.7M -$2.64M -10,025 -12%
WAM
111
Westport Asset Management
Connecticut
$19M
Ensign Peak Advisors
112
Ensign Peak Advisors
Utah
$18.9M -$12.6M -47,963 -41%
Diamond Hill Capital Management
113
Diamond Hill Capital Management
Ohio
$18.9M -$128K -485 -0.7%
SAM
114
Storebrand Asset Management
Norway
$18M -$775K -2,945 -4%
Aviva
115
Aviva
United Kingdom
$18M -$3.42M -13,015 -17%
Canada Pension Plan Investment Board
116
Canada Pension Plan Investment Board
Ontario, Canada
$17.2M +$10.2M +38,827 +164%
Mitsubishi UFJ Trust & Banking
117
Mitsubishi UFJ Trust & Banking
Japan
$16.8M -$1.12M -4,264 -7%
BGC
118
Blue Grotto Capital
Georgia
$16.5M +$15.8M +60,000 New
CSS
119
Cubist Systematic Strategies
Connecticut
$16.5M +$8.86M +33,664 +128%
State of New Jersey Common Pension Fund D
120
State of New Jersey Common Pension Fund D
New Jersey
$16.4M
Mackenzie Financial
121
Mackenzie Financial
Ontario, Canada
$16.4M +$585K +2,225 +4%
State of Wisconsin Investment Board
122
State of Wisconsin Investment Board
Wisconsin
$16.4M +$162K +617 +1%
TI
123
Trexquant Investment
Connecticut
$16.2M +$10.7M +40,566 +220%
EWA
124
Exencial Wealth Advisors
Oklahoma
$15.9M -$321K -1,219 -2%
Lazard Asset Management
125
Lazard Asset Management
New York
$15.8M -$3.76M -14,279 -20%

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.