Willis Towers Watson
WTW
649 hedge funds and large institutions have $24.6B invested in Willis Towers Watson in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 277 increasing their positions, 205 reducing their positions, and 66 closing their positions.
106% more call options, than puts
Call options by funds: $86.5M | Put options by funds: $41.9M
35% more repeat investments, than reductions
Existing positions increased: 277 | Existing positions reduced: 205
0.56% less ownership
Funds ownership: 92.53% → 91.97% (-0.56%)
9% less first-time investments, than exits
New positions opened: 60 | Existing positions closed: 66
2% less funds holding
Funds holding: 662 → 649 (-13)
5% less capital invested
Capital invested by funds: $26.1B → $24.6B (-$1.42B)
11% less funds holding in top 10
Funds holding in top 10: 18 → 16 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$67.5M |
| 2 |
Goldman Sachs
New York
|
+$65.5M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$57.1M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$56.9M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$50.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$255M |
| 2 |
UBS AM
Chicago,
Illinois
|
-$87.6M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
-$52.4M |
| 4 |
CCP
Clarkston Capital Partners
Rochester,
Michigan
|
-$42.1M |
| 5 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
-$40.7M |
WTW Hedge Fund Activity: Q2 2024 in Review
649 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q2 2024, worth a combined $24.6B — down 5.5% from $26.1B a quarter earlier.
Sellers outnumbered buyers: 66 funds closed out of WTW and 60 opened new positions — a net loss of 6 holders — while 205 trimmed existing stakes and 277 added.
The largest buyer was Bank of New York Mellon, adding an estimated $67.5M. The largest seller was Massachusetts Financial Services, cutting an estimated $255M.
- 649 institutional investors held Willis Towers Watson (WTW) as of Q2 2024, down from 662 in Q1 2024.
- Funds reported $24.6B of Willis Towers Watson stock for Q2 2024, down 5.5% quarter-over-quarter.
- 60 funds opened new Willis Towers Watson positions in Q2 2024 and 66 closed out, a net change of -6 holders.
- The largest Willis Towers Watson buyer in Q2 2024 was Bank of New York Mellon, an estimated $67.5M added.
- The largest Willis Towers Watson seller in Q2 2024 was Massachusetts Financial Services, an estimated $255M sold.
Based on aggregated 13F filings for Q2 2024.