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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
Manulife (Manufacturers Life Insurance)
126
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.8M -$2.96M -11,260 -16%
State of Tennessee, Department of Treasury
127
State of Tennessee, Department of Treasury
Tennessee
$15.7M +$472K +1,796 +3%
Chevy Chase Trust
128
Chevy Chase Trust
Maryland
$15.6M -$236K -896 -2%
LI
129
Leeward Investments
Massachusetts
$15.6M +$4.89M +18,588 +49%
M&T Bank
130
M&T Bank
New York
$14.9M -$1.4M -5,336 -9%
TD Asset Management
131
TD Asset Management
Ontario, Canada
$14.9M +$35.8K +136 +0.3%
Pictet Asset Management
132
Pictet Asset Management
Switzerland
$14.9M -$648K -2,465 -4%
Susquehanna International Group
133
Susquehanna International Group
Pennsylvania
$14.6M +$6.25M +23,754 +81%
Korea Investment Corp
134
Korea Investment Corp
South Korea
$14.5M +$191K +727 +1%
DB
135
Danske Bank
Denmark
$13.4M +$12.8M +48,835 New
Treasurer of the State of North Carolina
136
Treasurer of the State of North Carolina
North Carolina
$13.1M +$75.2K +286 +0.6%
DILIC
137
Dai-ichi Life Insurance Company
Japan
$12.6M
Hudson Bay Capital Management
138
Hudson Bay Capital Management
Connecticut
$12.4M
Royal London Asset Management
139
Royal London Asset Management
United Kingdom
$12.3M -$248K -944 -2%
MGP
140
M&G plc
United Kingdom
$12.3M +$11.8M +44,792 New
APF
141
Alaska Permanent Fund
Alaska
$12.3M +$89.4K +340 +0.8%
Aberdeen Group
142
Aberdeen Group
United Kingdom
$12.3M +$222K +845 +2%
Wells Fargo
143
Wells Fargo
California
$11.8M -$739K -2,808 -6%
FFIC
144
First Fiduciary Investment Counsel
Ohio
$11.7M +$6.31K +24 +0.1%
MSV
145
MN Services Vermogensbeheer
Netherlands
$11.5M -$2.29M -8,700 -17%
HP
146
Hosking Partners
United Kingdom
$11.4M -$33.4K -127 -0.3%
AT
147
AMF Tjänstepension
Sweden
$11.4M
D.E. Shaw & Co
148
D.E. Shaw & Co
New York
$11.3M +$10.5M +40,003 +3,637%
GAM
149
Gotham Asset Management
New York
$11.2M +$1.98M +7,534 +23%
EGM
150
Engineers Gate Manager
New York
$11.1M +$9.31M +35,380 +705%

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.