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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
CCM
126
Corsair Capital Management
New York
$5.94M -$167K -1,316 -3%
Korea Investment Corp
127
Korea Investment Corp
South Korea
$5.92M +$5.73M +45,048 +29,063%
PHS
128
Pekin Hardy Strauss
Illinois
$5.83M -$189K -1,484 -3%
New York State Common Retirement Fund
129
New York State Common Retirement Fund
New York
$5.39M +$1.43M +11,285 +38%
Natixis Advisors
130
Natixis Advisors
Massachusetts
$5.18M +$16.3K +128 +0.3%
GF
131
Greenhouse Funds
Maryland
$5.16M +$954K +7,500 +23%
Credit Agricole
132
Credit Agricole
France
$5.14M -$422K -3,322 -8%
IAM
133
Integre Asset Management
New York
$5.13M -$1.51M -11,841 -23%
RBA
134
Richard Bernstein Advisors
New York
$4.96M
ACI
135
AMP Capital Investors
Australia
$4.9M -$178K -1,400 -4%
TPSF
136
Texas Permanent School Fund
Texas
$4.87M -$163K -1,282 -3%
Mitsubishi UFJ Asset Management
137
Mitsubishi UFJ Asset Management
Japan
$4.68M +$36.1K +284 +0.8%
1832 Asset Management
138
1832 Asset Management
Ontario, Canada
$4.66M -$8.29M -65,200 -65%
Ameriprise
139
Ameriprise
Minnesota
$4.61M -$70.7M -556,048 -94%
HighTower Advisors
140
HighTower Advisors
Illinois
$4.6M +$254K +2,001 +6%
State of Tennessee, Department of Treasury
141
State of Tennessee, Department of Treasury
Tennessee
$4.56M -$659K -5,181 -13%
Toronto Dominion Bank
142
Toronto Dominion Bank
Ontario, Canada
$4.5M +$1.55M +12,216 +55%
CTA
143
Chesley Taft & Associates
Illinois
$4.32M -$12.7K -100 -0.3%
VOYA Investment Management
144
VOYA Investment Management
Georgia
$4.3M -$49.5K -389 -1%
TCM
145
Tradition Capital Management
New Jersey
$4.2M +$1.4M +10,993 +52%
ASRS
146
Arizona State Retirement System
Arizona
$4.12M -$38.1K -300 -0.9%
SIM
147
Sentry Investment Management
Wisconsin
$4.09M -$159K -1,252 -4%
Creative Planning
148
Creative Planning
Kansas
$3.99M -$683K -5,369 -15%
BCM
149
BlueCrest Capital Management
Jersey
$3.88M +$3.77M +29,680 New
PLFAM
150
Pineno Levin & Ford Asset Management
Virginia
$3.87M -$89.1K -701 -2%

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.