Willis Towers Watson
253 hedge funds and large institutions have $7.31B invested in Willis Towers Watson in 2013 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 88 increasing their positions, 89 reducing their positions, and 22 closing their positions.
55% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 22
7% more capital invested
Capital invested by funds: $6.84B → $7.31B (+$471M)
5% more funds holding
Funds holding: 241 → 253 (+12)
1% less repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 89
14% less call options, than puts
Call options by funds: $449K | Put options by funds: $520K
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$133M |
| 2 |
CCM
Cantillon Capital Management
New York
|
+$73.7M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$47.5M |
| 4 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$39.1M |
| 5 |
AGA
Altrinsic Global Advisors
Stamford,
Connecticut
|
+$30.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$59.4M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$53.2M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$28.6M |
| 4 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$26.6M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$23.5M |
WTW Hedge Fund Activity: Q4 2013 in Review
253 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q4 2013, worth a combined $7.31B — up 6.9% from $6.84B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new WTW positions and 22 closed out — a net gain of 12 holders — while 88 added to existing stakes and 89 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $133M. The largest seller was Goldman Sachs, cutting an estimated $59.4M.
- 253 institutional investors held Willis Towers Watson (WTW) as of Q4 2013, up from 241 in Q3 2013.
- Funds reported $7.31B of Willis Towers Watson stock for Q4 2013, up 6.9% quarter-over-quarter.
- 34 funds opened new Willis Towers Watson positions in Q4 2013 and 22 closed out, a net change of +12 holders.
- The largest Willis Towers Watson buyer in Q4 2013 was Bank of New York Mellon, an estimated $133M added.
- The largest Willis Towers Watson seller in Q4 2013 was Goldman Sachs, an estimated $59.4M sold.
Based on aggregated 13F filings for Q4 2013.