Willis Towers Watson
WTW
391 hedge funds and large institutions have $15.3B invested in Willis Towers Watson in 2016 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 125 increasing their positions, 150 reducing their positions, and 57 closing their positions.
1,570% more call options, than puts
Call options by funds: $17.4M | Put options by funds: $1.04M
91.68% more ownership
Funds ownership: 0% → 91.68% (+92%)
13% more funds holding in top 10
Funds holding in top 10: 15 → 17 (+2)
12% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 57
0% more funds holding
Funds holding: 390 → 391 (+1)
7% less capital invested
Capital invested by funds: $16.4B → $15.3B (-$1.09B)
17% less repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 150
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
+$181M |
| 2 |
AGA
Altrinsic Global Advisors
Stamford,
Connecticut
|
+$178M |
| 3 |
ACM
Abrams Capital Management
Boston,
Massachusetts
|
+$148M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$131M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$89.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$150M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$98.5M |
| 3 |
Neuberger Berman Group
New York
|
-$82.9M |
| 4 |
VM
Valinor Management
New York
|
-$76.2M |
| 5 |
JP
Jana Partners
New York
|
-$71.3M |
WTW Hedge Fund Activity: Q4 2016 in Review
391 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q4 2016, worth a combined $15.3B — down 6.6% from $16.4B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new WTW positions and 57 closed out — a net gain of 7 holders — while 125 added to existing stakes and 150 trimmed.
The largest buyer was Harris Associates, adding an estimated $181M. The largest seller was Artisan Partners, cutting an estimated $150M.
- 391 institutional investors held Willis Towers Watson (WTW) as of Q4 2016, up from 390 in Q3 2016.
- Funds reported $15.3B of Willis Towers Watson stock for Q4 2016, down 6.6% quarter-over-quarter.
- 64 funds opened new Willis Towers Watson positions in Q4 2016 and 57 closed out, a net change of +7 holders.
- The largest Willis Towers Watson buyer in Q4 2016 was Harris Associates, an estimated $181M added.
- The largest Willis Towers Watson seller in Q4 2016 was Artisan Partners, an estimated $150M sold.
Based on aggregated 13F filings for Q4 2016.