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Willis Towers Watson
WTW

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: 17 → 22 (+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: 391 → 379 (-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

Top Buyers

1
BlackRock
BlackRock
New York
+$653M
2
Harris Associates
Harris Associates
Illinois
+$216M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$129M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$80.5M
5
JP Morgan Chase
JP Morgan Chase
New York
+$60.1M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$169M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$80.5M
3
Ameriprise
Ameriprise
Minnesota
-$70.7M
4
IIM
Ivory Investment Management
New York
-$61.6M
5
UBS Group
UBS Group
Switzerland
-$57.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
XK
176
Xact Kapitalforvaltning
Sweden
$2.48M – – –
MA
177
Montag & Associates
Georgia
$2.43M -$26.3K -207 -1%
WBC
178
Westpac Banking Corp
Australia
$2.39M +$2.33M +18,297 New
M&T Bank
179
M&T Bank
New York
$2.38M +$467K +3,673 +25%
VIA
180
Virtus Investment Advisers
Connecticut
$2.37M -$466K -3,662 -17%
OAM
181
Oppenheimer Asset Management
New York
$2.34M +$2.27M +17,843 New
MSA
182
Mason Street Advisors
Wisconsin
$2.3M +$2.67K +21 +0.1%
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$2.3M -$65.6K -516 -3%
HSBC Holdings
184
HSBC Holdings
United Kingdom
$2.28M -$779K -6,124 -26%
ClearBridge Investments
185
ClearBridge Investments
New York
$2.24M – – –
FPA
186
First Pacific Advisors
California
$2.19M +$2.12M +16,700 New
Citigroup
187
Citigroup
New York
$2.15M +$1.89M +14,849 +927%
Nomura Asset Management
188
Nomura Asset Management
Japan
$2.12M +$181K +1,422 +10%
IAM
189
Impax Asset Management
New Hampshire
$2.08M – – –
VRS
190
Virginia Retirement Systems
Virginia
$2.08M – – –
Caisse de Depot et Placement du Quebec (CDPQ)
191
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.07M +$547K +4,300 +37%
KFBMI
192
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.96M – – –
APFBOT
193
Amica Pension Fund Board of Trustees
Rhode Island
$1.94M – – –
LTI
194
Laffer Tengler Investments
Tennessee
$1.9M – – –
OPERF
195
Oregon Public Employees Retirement Fund
Oregon
$1.87M – – –
TRSOTSOK
196
Teachers Retirement System of the State of Kentucky
Kentucky
$1.82M -$267K -2,100 -13%
TMAM
197
Tokio Marine Asset Management
Japan
$1.77M +$1.35M +10,627 +364%
CWM
198
CIBC World Markets
New York
$1.74M +$576K +4,531 +52%
SB
199
Suntrust Banks
Georgia
$1.7M -$432K -3,401 -21%
EU
200
Emory University
Georgia
$1.7M -$22.8K -179 -1%
6 7
8
9 10

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.