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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
QCM
201
QRG Capital Management
Illinois
$5.16M -$1.17M -4,435 -19%
PI
202
PGGM Investments
Netherlands
$5.13M -$52.6K -200 -1%
Walleye Capital
203
Walleye Capital
New York
$5.03M -$13.3M -50,472 -73%
Walleye Trading
204
Walleye Trading
New York
$4.97M +$1.26M +4,780 +36%
CNB
205
Czech National Bank
Czech Republic
$4.96M -$11.8K -45 -0.2%
PD
206
Point72 (DIFC)
United Arab Emirates
$4.93M +$4.72M +17,930 New
URS
207
Utah Retirement Systems
Utah
$4.92M
Brown Advisory
208
Brown Advisory
Maryland
$4.88M +$4.66M +17,731 New
TCCM
209
Timber Creek Capital Management
Massachusetts
$4.64M -$367K -1,394 -8%
Marshall Wace
210
Marshall Wace
United Kingdom
$4.57M +$2.37M +9,000 +118%
Financial Engines Advisors
211
Financial Engines Advisors
California
$4.52M +$331K +1,258 +8%
Swedbank
212
Swedbank
Sweden
$4.51M
Public Sector Pension Investment Board (PSP Investments)
213
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.46M -$36K -137 -0.8%
PHK
214
Point72 Hong Kong
Hong Kong
$4.43M +$3.82M +14,538 +928%
X
215
Xponance
Pennsylvania
$4.41M +$285K +1,082 +7%
NYLIM
216
New York Life Investment Management
New York
$4.39M -$168K -639 -4%
FDCDDQ
217
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.27M +$3.09M +11,745 +307%
SWM
218
Sendero Wealth Management
Texas
$4.24M +$81.5K +310 +2%
LI
219
Louisbourg Investments
New Brunswick, Canada
$4.18M -$30.3K -115 -0.6%
Baird Financial Group
220
Baird Financial Group
Wisconsin
$4.16M +$212K +806 +6%
Mercer Global Advisors
221
Mercer Global Advisors
Colorado
$4.06M -$1.31M -4,967 -25%
LPL Financial
222
LPL Financial
California
$4.03M +$520K +1,978 +16%
Public Employees Retirement Association of Colorado
223
Public Employees Retirement Association of Colorado
Colorado
$4.01M -$232K -883 -6%
LAM
224
LECAP Asset Management
United Kingdom
$3.98M +$3.81M +14,474 New
Janus Henderson Group
225
Janus Henderson Group
United Kingdom
$3.94M -$24.7K -94 -0.7%

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.