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Willis Towers Watson
WTW

400 hedge funds and large institutions have $18.7B invested in Willis Towers Watson in 2017 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 118 increasing their positions, 164 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

665% more call options, than puts

Call options by funds: $8.24M | Put options by funds: $1.08M

79% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 29

12% more capital invested

Capital invested by funds: $16.6B → $18.7B (+$2.06B)

6% more funds holding

Funds holding: 379 → 400 (+21)

1.3% more ownership

Funds ownership: 93.59% → 94.89% (+1.3%)

23% less funds holding in top 10

Funds holding in top 10: 22 → 17 (-5)

28% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 164

Holders
400
Holders Change
+21
Holders Change %
+5.54%
% of All Funds
9.97%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.42%
New
52
Increased
118
Reduced
164
Closed
29
Calls
$8.24M
Puts
$1.08M
Net Calls
+$7.16M
Net Calls Change
-$11.8M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$451M
2
BlackRock
BlackRock
New York
+$323M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$193M
4
EIP
Epoch Investment Partners
New York
+$161M
5
Harris Associates
Harris Associates
Illinois
+$144M

Top Sellers

1
VH
ValueAct Holdings
California
-$209M
2
JP
Jana Partners
New York
-$194M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$134M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$128M
5
VFA
Virtus Fund Advisers
Connecticut
-$108M
Name Holding Trade Value Shares
Change 		Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.22B -$21.9M -156,861 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.84B +$38.6M +276,273 +2%
Harris Associates
3
Harris Associates
Illinois
$1.3B +$144M +1,027,587 +13%
BlackRock
4
BlackRock
New York
$1.12B +$323M +2,310,281 +43%
VH
5
ValueAct Holdings
California
$961M -$209M -1,498,657 -18%
State Street
6
State Street
Massachusetts
$911M +$49.5M +354,029 +6%
LP
7
Longview Partners
Guernsey
$774M +$35.8M +256,179 +5%
First Eagle Investment Management
8
First Eagle Investment Management
New York
$576M +$22M +157,799 +4%
Fidelity International
9
Fidelity International
Bermuda
$565M +$451M +3,226,785 +490%
CCM
10
Cantillon Capital Management
New York
$441M -$18.4M -131,591 -4%
Invesco
11
Invesco
Georgia
$397M -$29.3M -209,691 -7%
Capital Research Global Investors
12
Capital Research Global Investors
California
$349M +$193M +1,383,798 +136%
Barrow, Hanley, Mewhinney & Strauss
13
Barrow, Hanley, Mewhinney & Strauss
Texas
$292M +$44.4M +318,002 +19%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$253M -$36.4M -260,673 -13%
Wells Fargo
15
Wells Fargo
California
$213M -$20.9M -149,471 -9%
LAM
16
Lyrical Asset Management
New York
$213M +$10.7M +76,761 +6%
Northern Trust
17
Northern Trust
Illinois
$200M +$29M +207,504 +18%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$194M +$25.7M +183,691 +16%
Pzena Investment Management
19
Pzena Investment Management
New York
$193M +$12.7M +90,591 +7%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$190M -$134M -958,283 -42%
AGA
21
Altrinsic Global Advisors
Connecticut
$172M -$33M -236,500 -17%
ACM
22
Abrams Capital Management
Massachusetts
$172M – – –
EIP
23
Epoch Investment Partners
New York
$168M +$161M +1,154,349 New
Diamond Hill Capital Management
24
Diamond Hill Capital Management
Ohio
$158M -$128M -918,223 -46%
Norges Bank
25
Norges Bank
Norway
$158M -$29.3M -209,526 -16%
1
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WTW Hedge Fund Activity: Q2 2017 in Review

400 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q2 2017, worth a combined $18.7B — up 12% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new WTW positions and 29 closed out — a net gain of 23 holders — while 118 added to existing stakes and 164 trimmed.

The largest buyer was Fidelity International, adding an estimated $451M. The largest seller was ValueAct Holdings, cutting an estimated $209M.

  • 400 institutional investors held Willis Towers Watson (WTW) as of Q2 2017, up from 379 in Q1 2017.
  • Funds reported $18.7B of Willis Towers Watson stock for Q2 2017, up 12% quarter-over-quarter.
  • 52 funds opened new Willis Towers Watson positions in Q2 2017 and 29 closed out, a net change of +23 holders.
  • The largest Willis Towers Watson buyer in Q2 2017 was Fidelity International, an estimated $451M added.
  • The largest Willis Towers Watson seller in Q2 2017 was ValueAct Holdings, an estimated $209M sold.

Based on aggregated 13F filings for Q2 2017.