Willis Towers Watson
231 hedge funds and large institutions have $6.82B invested in Willis Towers Watson in 2014 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 79 increasing their positions, 91 reducing their positions, and 23 closing their positions.
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
4% less capital invested
Capital invested by funds: $7.07B → $6.82B (-$253M)
2% less funds holding
Funds holding: 235 → 231 (-4)
13% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 23
13% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 91
88% less call options, than puts
Call options by funds: $49K | Put options by funds: $410K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$106M |
| 2 |
JP Morgan Chase
New York
|
+$91.1M |
| 3 |
CCM
Cantillon Capital Management
New York
|
+$29.4M |
| 4 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$26.4M |
| 5 |
WIM
Weitz Investment Management
Omaha,
Nebraska
|
+$19.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$49.1M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$48.6M |
| 3 |
Primecap Management
Pasadena,
California
|
-$37.2M |
| 4 |
AGA
Altrinsic Global Advisors
Stamford,
Connecticut
|
-$37.1M |
| 5 |
Pzena Investment Management
New York
|
-$34.9M |
WTW Hedge Fund Activity: Q3 2014 in Review
231 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q3 2014, worth a combined $6.82B — down 3.6% from $7.07B a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of WTW and 20 opened new positions — a net loss of 3 holders — while 91 trimmed existing stakes and 79 added.
The largest buyer was Brandes Investment Partners, adding an estimated $106M. The largest seller was T. Rowe Price Associates, cutting an estimated $49.1M.
- 231 institutional investors held Willis Towers Watson (WTW) as of Q3 2014, down from 235 in Q2 2014.
- Funds reported $6.82B of Willis Towers Watson stock for Q3 2014, down 3.6% quarter-over-quarter.
- 20 funds opened new Willis Towers Watson positions in Q3 2014 and 23 closed out, a net change of -3 holders.
- The largest Willis Towers Watson buyer in Q3 2014 was Brandes Investment Partners, an estimated $106M added.
- The largest Willis Towers Watson seller in Q3 2014 was T. Rowe Price Associates, an estimated $49.1M sold.
Based on aggregated 13F filings for Q3 2014.