We are live on ! Find out more
WTW icon

Willis Towers Watson
WTW

240 hedge funds and large institutions have $7.6B invested in Willis Towers Watson in 2014 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 80 increasing their positions, 90 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $202K | Put options by funds: $72K

65% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 17

29% more funds holding in top 10

Funds holding in top 10: 7 → 9 (+2)

11% more capital invested

Capital invested by funds: $6.82B → $7.6B (+$783M)

4% more funds holding

Funds holding: 231 → 240 (+9)

11% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 90

Holders
240
Holders Change
+9
Holders Change %
+3.9%
% of All Funds
6.4%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.24%
New
28
Increased
80
Reduced
90
Closed
17
Calls
$202K
Puts
$72K
Net Calls
+$130K
Net Calls Change
+$491K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$199M
2
First Eagle Investment Management
First Eagle Investment Management
New York
+$80.5M
3
JP Morgan Chase
JP Morgan Chase
New York
+$38M
4
ECU
Egerton Capital (UK)
United Kingdom
+$35.2M
5
Invesco
Invesco
Georgia
+$24.6M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$47.8M
2
BIT
BlackRock Institutional Trust
California
-$47.5M
3
Primecap Management
Primecap Management
California
-$47.1M
4
AGA
Altrinsic Global Advisors
Connecticut
-$21.4M
5
SAM
Steinberg Asset Management
New York
-$18.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Harris Associates
1
Harris Associates
Illinois
$906M -$14.8M -132,239 -2%
VH
2
ValueAct Holdings
California
$826M – – –
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$485M +$199M +1,777,790 +77%
Vanguard Group
4
Vanguard Group
Pennsylvania
$435M +$11M +98,463 +3%
First Eagle Investment Management
5
First Eagle Investment Management
New York
$376M +$80.5M +719,818 +29%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$373M -$911K -8,145 -0.3%
CCM
7
Cantillon Capital Management
New York
$333M +$1.72M +15,407 +0.6%
Invesco
8
Invesco
Georgia
$310M +$24.6M +219,987 +9%
AGA
9
Altrinsic Global Advisors
Connecticut
$293M -$21.4M -191,853 -7%
Pzena Investment Management
10
Pzena Investment Management
New York
$213M +$500K +4,468 +0.2%
Diamond Hill Capital Management
11
Diamond Hill Capital Management
Ohio
$209M +$5.21M +46,568 +3%
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$174M -$11.8M -105,934 -7%
BIT
13
BlackRock Institutional Trust
California
$166M -$47.5M -424,603 -23%
BIP
14
Brandes Investment Partners
California
$165M -$1.02M -9,151 -0.7%
JP Morgan Chase
15
JP Morgan Chase
New York
$143M +$38M +339,441 +39%
Barrow, Hanley, Mewhinney & Strauss
16
Barrow, Hanley, Mewhinney & Strauss
Texas
$128M -$5.38M -48,117 -4%
SCM
17
Sterling Capital Management
North Carolina
$127M -$5.44M -48,640 -4%
Principal Financial Group
18
Principal Financial Group
Iowa
$106M +$8.94M +79,957 +10%
Primecap Management
19
Primecap Management
California
$91.2M -$47.1M -421,363 -35%
LAM
20
Lyrical Asset Management
New York
$86.5M +$19.3M +172,518 +31%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$83.5M -$7.71M -68,956 -9%
State Street
22
State Street
Massachusetts
$81.9M +$8.68M +77,676 +13%
CI
23
Cambiar Investors
Colorado
$78M -$4.67M -41,793 -6%
CIC
24
Crawford Investment Counsel
Georgia
$69.8M -$1.48M -13,247 -2%
Victory Capital Management
25
Victory Capital Management
Texas
$65.6M +$5.91M +52,850 +11%
1
2 3 4 5

WTW Hedge Fund Activity: Q4 2014 in Review

240 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q4 2014, worth a combined $7.6B — up 11% from $6.82B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new WTW positions and 17 closed out — a net gain of 11 holders — while 80 added to existing stakes and 90 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $199M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), exiting entirely with an estimated $47.8M sold.

  • 240 institutional investors held Willis Towers Watson (WTW) as of Q4 2014, up from 231 in Q3 2014.
  • Funds reported $7.6B of Willis Towers Watson stock for Q4 2014, up 11% quarter-over-quarter.
  • 28 funds opened new Willis Towers Watson positions in Q4 2014 and 17 closed out, a net change of +11 holders.
  • The largest Willis Towers Watson buyer in Q4 2014 was T. Rowe Price Associates, an estimated $199M added.
  • The largest Willis Towers Watson seller in Q4 2014 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $47.8M sold.

Based on aggregated 13F filings for Q4 2014.