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Willis Towers Watson

379 hedge funds and large institutions have $16.6B invested in Willis Towers Watson in 2017 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 121 increasing their positions, 167 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,085% more call options, than puts

Call options by funds: $19.6M | Put options by funds: $616K

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

8% more capital invested

Capital invested by funds: $15.3B → $16.6B (+$1.26B)

1.87% more ownership

Funds ownership: 91.72%93.59% (+1.9%)

3% less funds holding

Funds holding: 391379 (-12)

11% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 38

28% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 167

Holders
379
Holders Change
-12
Holders Change %
-3.07%
% of All Funds
9.43%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.55%
New
34
Increased
121
Reduced
167
Closed
38
Calls
$19.6M
Puts
$616K
Net Calls
+$19M
Net Calls Change
+$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.02B -$17.7M -139,539 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.62B +$53M +416,476 +3%
VH
3
ValueAct Holdings
California
$1.06B
Harris Associates
4
Harris Associates
Illinois
$1.04B +$216M +1,701,826 +27%
State Street
5
State Street
Massachusetts
$774M +$45.2M +355,310 +6%
BlackRock
6
BlackRock
New York
$704M +$653M +5,135,491 +2,106%
LP
7
Longview Partners
Guernsey
$663M -$30.7M -241,509 -5%
First Eagle Investment Management
8
First Eagle Investment Management
New York
$498M +$35.8M +281,867 +8%
CCM
9
Cantillon Capital Management
New York
$414M -$2.9M -22,778 -0.7%
Invesco
10
Invesco
Georgia
$385M +$1.73M +13,579 +0.5%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$296M +$80.5M +633,495 +39%
Diamond Hill Capital Management
12
Diamond Hill Capital Management
Ohio
$262M -$14.6M -114,666 -5%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$262M +$14.2M +111,761 +6%
Barrow, Hanley, Mewhinney & Strauss
14
Barrow, Hanley, Mewhinney & Strauss
Texas
$221M -$766K -6,024 -0.4%
Wells Fargo
15
Wells Fargo
California
$211M -$10.5M -82,668 -5%
JP
16
Jana Partners
New York
$194M -$7.67M -60,317 -4%
AGA
17
Altrinsic Global Advisors
Connecticut
$186M -$864K -6,796 -0.5%
LAM
18
Lyrical Asset Management
New York
$182M +$7.9M +62,167 +5%
Norges Bank
19
Norges Bank
Norway
$169M +$16.6M +130,346 +11%
Pzena Investment Management
20
Pzena Investment Management
New York
$162M +$2.95M +23,208 +2%
ACM
21
Abrams Capital Management
Massachusetts
$155M
Northern Trust
22
Northern Trust
Illinois
$153M -$632K -4,973 -0.4%
Principal Financial Group
23
Principal Financial Group
Iowa
$151M -$28.4M -223,195 -16%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$151M +$10.5M +82,854 +8%
HCM
25
Highline Capital Management
New York
$140M +$44.6M +350,900 +49%

WTW Hedge Fund Activity: Q1 2017 in Review

379 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2017, worth a combined $16.6B — up 8.2% from $15.3B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of WTW and 34 opened new positions — a net loss of 4 holders — while 167 trimmed existing stakes and 121 added.

The largest buyer was BlackRock, adding an estimated $653M. The largest seller was Artisan Partners, exiting entirely with an estimated $169M sold.

  • 379 institutional investors held Willis Towers Watson (WTW) as of Q1 2017, down from 391 in Q4 2016.
  • Funds reported $16.6B of Willis Towers Watson stock for Q1 2017, up 8.2% quarter-over-quarter.
  • 34 funds opened new Willis Towers Watson positions in Q1 2017 and 38 closed out, a net change of -4 holders.
  • The largest Willis Towers Watson buyer in Q1 2017 was BlackRock, an estimated $653M added.
  • The largest Willis Towers Watson seller in Q1 2017 was Artisan Partners, an estimated $169M sold.

Based on aggregated 13F filings for Q1 2017.