Willis Towers Watson
422 hedge funds and large institutions have $19.4B invested in Willis Towers Watson in 2017 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 142 increasing their positions, 141 reducing their positions, and 30 closing their positions.
183% more call options, than puts
Call options by funds: $14.5M | Put options by funds: $5.12M
97% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 30
12% more funds holding in top 10
Funds holding in top 10: 17 → 19 (+2)
6% more funds holding
Funds holding: 400 → 422 (+22)
4% more capital invested
Capital invested by funds: $18.7B → $19.4B (+$730M)
1% more repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 141
1.5% less ownership
Funds ownership: 94.89% → 93.39% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$397M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$117M |
| 3 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$113M |
| 4 |
Harris Associates
Chicago,
Illinois
|
+$99.9M |
| 5 |
HCM
Highline Capital Management
New York
|
+$84.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VH
ValueAct Holdings
San Francisco,
California
|
-$542M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$467M |
| 3 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
-$147M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$109M |
| 5 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
-$106M |
WTW Hedge Fund Activity: Q3 2017 in Review
422 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q3 2017, worth a combined $19.4B — up 3.9% from $18.7B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new WTW positions and 30 closed out — a net gain of 29 holders — while 142 added to existing stakes and 141 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $397M. The largest seller was ValueAct Holdings, cutting an estimated $542M.
- 422 institutional investors held Willis Towers Watson (WTW) as of Q3 2017, up from 400 in Q2 2017.
- Funds reported $19.4B of Willis Towers Watson stock for Q3 2017, up 3.9% quarter-over-quarter.
- 59 funds opened new Willis Towers Watson positions in Q3 2017 and 30 closed out, a net change of +29 holders.
- The largest Willis Towers Watson buyer in Q3 2017 was Capital Research Global Investors, an estimated $397M added.
- The largest Willis Towers Watson seller in Q3 2017 was ValueAct Holdings, an estimated $542M sold.
Based on aggregated 13F filings for Q3 2017.