Willis Towers Watson
254 hedge funds and large institutions have $8.12B invested in Willis Towers Watson in 2015 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 75 increasing their positions, 88 reducing their positions, and 19 closing their positions.
100% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 19
37% more call options, than puts
Call options by funds: $1.63M | Put options by funds: $1.19M
7% more funds holding
Funds holding: 237 → 254 (+17)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
2% less capital invested
Capital invested by funds: $8.3B → $8.12B (-$181M)
15% less repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 88
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$47M |
| 2 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$27.7M |
| 3 |
Morgan Stanley
New York
|
+$22.6M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$18.4M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$15.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$60.6M |
| 2 |
AGA
Altrinsic Global Advisors
Stamford,
Connecticut
|
-$19.2M |
| 3 |
Pzena Investment Management
New York
|
-$18.7M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$15.6M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$14.3M |
WTW Hedge Fund Activity: Q2 2015 in Review
254 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q2 2015, worth a combined $8.12B — down 2.2% from $8.3B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new WTW positions and 19 closed out — a net gain of 19 holders — while 75 added to existing stakes and 88 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $47M. The largest seller was Bank of New York Mellon, cutting an estimated $60.6M.
- 254 institutional investors held Willis Towers Watson (WTW) as of Q2 2015, up from 237 in Q1 2015.
- Funds reported $8.12B of Willis Towers Watson stock for Q2 2015, down 2.2% quarter-over-quarter.
- 38 funds opened new Willis Towers Watson positions in Q2 2015 and 19 closed out, a net change of +19 holders.
- The largest Willis Towers Watson buyer in Q2 2015 was Victory Capital Management, an estimated $47M added.
- The largest Willis Towers Watson seller in Q2 2015 was Bank of New York Mellon, an estimated $60.6M sold.
Based on aggregated 13F filings for Q2 2015.