Willis Towers Watson
247 hedge funds and large institutions have $7.22B invested in Willis Towers Watson in 2015 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 100 increasing their positions, 75 reducing their positions, and 33 closing their positions.
51% more call options, than puts
Call options by funds: $1.35M | Put options by funds: $894K
33% more repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 75
3% less funds holding
Funds holding: 254 → 247 (-7)
11% less capital invested
Capital invested by funds: $8.12B → $7.22B (-$897M)
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
18% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$70.2M |
| 2 |
Pzena Investment Management
New York
|
+$66.1M |
| 3 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$65.1M |
| 4 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$49.5M |
| 5 |
First Eagle Investment Management
New York
|
+$48.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$210M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$120M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$79.8M |
| 4 |
Neuberger Berman Group
New York
|
-$56.4M |
| 5 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
-$54.8M |
WTW Hedge Fund Activity: Q3 2015 in Review
247 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q3 2015, worth a combined $7.22B — down 11% from $8.12B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of WTW and 27 opened new positions — a net loss of 6 holders — while 75 trimmed existing stakes and 100 added.
The largest buyer was Citadel Advisors, adding an estimated $70.2M. The largest seller was Bank of New York Mellon, cutting an estimated $210M.
- 247 institutional investors held Willis Towers Watson (WTW) as of Q3 2015, down from 254 in Q2 2015.
- Funds reported $7.22B of Willis Towers Watson stock for Q3 2015, down 11% quarter-over-quarter.
- 27 funds opened new Willis Towers Watson positions in Q3 2015 and 33 closed out, a net change of -6 holders.
- The largest Willis Towers Watson buyer in Q3 2015 was Citadel Advisors, an estimated $70.2M added.
- The largest Willis Towers Watson seller in Q3 2015 was Bank of New York Mellon, an estimated $210M sold.
Based on aggregated 13F filings for Q3 2015.