Willis Towers Watson
390 hedge funds and large institutions have $16.4B invested in Willis Towers Watson in 2016 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 102 increasing their positions, 187 reducing their positions, and 50 closing their positions.
4% more capital invested
Capital invested by funds: $15.8B → $16.4B (+$651M)
3% less funds holding
Funds holding: 404 → 390 (-14)
20% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 50
21% less funds holding in top 10
Funds holding in top 10: 19 → 15 (-4)
45% less repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 187
74% less call options, than puts
Call options by funds: $6.37M | Put options by funds: $24.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
+$115M |
| 2 |
JP
Jana Partners
New York
|
+$98.7M |
| 3 |
SCA
Southpoint Capital Advisors
New York
|
+$98.3M |
| 4 |
RCM
Roystone Capital Management
New York
|
+$54.2M |
| 5 |
SI
Scharf Investments
Los Gatos,
California
|
+$49.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AGA
Altrinsic Global Advisors
Stamford,
Connecticut
|
-$218M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$89.4M |
| 3 |
AIM
Assured Investment Management
New York
|
-$78.2M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$75.8M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$75M |
WTW Hedge Fund Activity: Q3 2016 in Review
390 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q3 2016, worth a combined $16.4B — up 4.1% from $15.8B a quarter earlier.
Sellers outnumbered buyers: 50 funds closed out of WTW and 40 opened new positions — a net loss of 10 holders — while 187 trimmed existing stakes and 102 added.
The largest buyer was Harris Associates, adding an estimated $115M. The largest seller was Altrinsic Global Advisors, exiting entirely with an estimated $218M sold.
- 390 institutional investors held Willis Towers Watson (WTW) as of Q3 2016, down from 404 in Q2 2016.
- Funds reported $16.4B of Willis Towers Watson stock for Q3 2016, up 4.1% quarter-over-quarter.
- 40 funds opened new Willis Towers Watson positions in Q3 2016 and 50 closed out, a net change of -10 holders.
- The largest Willis Towers Watson buyer in Q3 2016 was Harris Associates, an estimated $115M added.
- The largest Willis Towers Watson seller in Q3 2016 was Altrinsic Global Advisors, an estimated $218M sold.
Based on aggregated 13F filings for Q3 2016.