We are live on ! Find out more
WTW icon

Willis Towers Watson
WTW

401 hedge funds and large institutions have $14.2B invested in Willis Towers Watson in 2016 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 136 increasing their positions, 50 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 35

172% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 50

160% more call options, than puts

Call options by funds: $12.2M | Put options by funds: $4.71M

130% more funds holding in top 10

Funds holding in top 10: 10 → 23 (+13)

77% more funds holding

Funds holding: 226 → 401 (+175)

66% more capital invested

Capital invested by funds: $8.59B → $14.2B (+$5.63B)

Holders
401
Holders Change
+175
Holders Change %
+77.43%
% of All Funds
10.68%
Holding in Top 10
23
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+130%
% of All Funds
0.61%
New
210
Increased
136
Reduced
50
Closed
35
Calls
$12.2M
Puts
$4.71M
Net Calls
+$7.52M
Net Calls Change
+$6.38M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$805M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$690M
3
State Street
State Street
Massachusetts
+$498M
4
ECU
Egerton Capital (UK)
United Kingdom
+$245M
5
MAI
Marble Arch Investments
New York
+$223M

Top Sellers

1
AGA
Altrinsic Global Advisors
Connecticut
-$249M
2
Pzena Investment Management
Pzena Investment Management
New York
-$94.7M
3
Harris Associates
Harris Associates
Illinois
-$92.4M
4
AGM
Alpine Global Management
New York
-$65.9M
5
Two Sigma Investments
Two Sigma Investments
New York
-$37.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.81B +$690M +5,995,431 +65%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.34B +$805M +6,988,563 +163%
VH
3
ValueAct Holdings
California
$911M +$83.5M +725,017 +10%
Harris Associates
4
Harris Associates
Illinois
$606M -$92.4M -802,996 -14%
State Street
5
State Street
Massachusetts
$603M +$498M +4,325,622 +571%
Invesco
6
Invesco
Georgia
$428M +$75.9M +659,438 +22%
First Eagle Investment Management
7
First Eagle Investment Management
New York
$419M -$2.24M -19,432 -0.5%
CCM
8
Cantillon Capital Management
New York
$361M -$13.9M -120,697 -4%
BIT
9
BlackRock Institutional Trust
California
$310M +$154M +1,341,624 +105%
Diamond Hill Capital Management
10
Diamond Hill Capital Management
Ohio
$302M +$15.9M +137,692 +6%
ECU
11
Egerton Capital (UK)
United Kingdom
$252M +$245M +2,126,633 New
MAI
12
Marble Arch Investments
New York
$229M +$223M +1,933,400 New
Barrow, Hanley, Mewhinney & Strauss
13
Barrow, Hanley, Mewhinney & Strauss
Texas
$216M +$60.7M +527,478 +41%
William Blair Investment Management
14
William Blair Investment Management
Illinois
$207M +$201M +1,741,517 New
Wellington Management Group
15
Wellington Management Group
Massachusetts
$190M +$173M +1,503,576 +1,559%
BIP
16
Brandes Investment Partners
California
$170M +$94.6K +822 +0.1%
TCM
17
Tran Capital Management
California
$163M +$158M +1,373,805 New
Northern Trust
18
Northern Trust
Illinois
$158M +$136M +1,179,840 +777%
Principal Financial Group
19
Principal Financial Group
Iowa
$156M +$29.3M +254,122 +24%
LAM
20
Lyrical Asset Management
New York
$149M +$29.3M +254,089 +25%
UBS Group
21
UBS Group
Switzerland
$148M +$108M +937,447 +299%
Pzena Investment Management
22
Pzena Investment Management
New York
$148M -$94.7M -822,951 -40%
Wells Fargo
23
Wells Fargo
California
$145M +$72M +625,660 +105%
BFA
24
BlackRock Fund Advisors
California
$139M +$110M +951,384 +428%
Norges Bank
25
Norges Bank
Norway
$137M +$67.4M +585,368 +103%
1
2 3 4 5

WTW Hedge Fund Activity: Q1 2016 in Review

401 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2016, worth a combined $14.2B — up 66% from $8.59B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new WTW positions and 35 closed out — a net gain of 175 holders — while 136 added to existing stakes and 50 trimmed.

The largest buyer was Vanguard Group, adding an estimated $805M. The largest seller was Altrinsic Global Advisors, exiting entirely with an estimated $249M sold.

  • 401 institutional investors held Willis Towers Watson (WTW) as of Q1 2016, up from 226 in Q4 2015.
  • Funds reported $14.2B of Willis Towers Watson stock for Q1 2016, up 66% quarter-over-quarter.
  • 210 funds opened new Willis Towers Watson positions in Q1 2016 and 35 closed out, a net change of +175 holders.
  • The largest Willis Towers Watson buyer in Q1 2016 was Vanguard Group, an estimated $805M added.
  • The largest Willis Towers Watson seller in Q1 2016 was Altrinsic Global Advisors, an estimated $249M sold.

Based on aggregated 13F filings for Q1 2016.