Willis Towers Watson
481 hedge funds and large institutions have $23B invested in Willis Towers Watson in 2019 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 168 increasing their positions, 150 reducing their positions, and 35 closing their positions.
74% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 35
23% more funds holding in top 10
Funds holding in top 10: 13 → 16 (+3)
14% more call options, than puts
Call options by funds: $34.5M | Put options by funds: $30.2M
12% more repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 150
5% more funds holding
Funds holding: 456 → 481 (+25)
1% less capital invested
Capital invested by funds: $23.2B → $23B (-$120M)
1% less ownership
Funds ownership: 93.79% → 92.79% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$281M |
| 2 |
Bank of New York Mellon
New York
|
+$98.5M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$64.9M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$63.3M |
| 5 |
Man Group
London,
United Kingdom
|
+$50.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
-$453M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$192M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$114M |
| 4 |
First Eagle Investment Management
New York
|
-$64.6M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$63.6M |
WTW Hedge Fund Activity: Q3 2019 in Review
481 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q3 2019, worth a combined $23B — down 0.52% from $23.2B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new WTW positions and 35 closed out — a net gain of 26 holders — while 168 added to existing stakes and 150 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $281M. The largest seller was Harris Associates, cutting an estimated $453M.
- 481 institutional investors held Willis Towers Watson (WTW) as of Q3 2019, up from 456 in Q2 2019.
- Funds reported $23B of Willis Towers Watson stock for Q3 2019, down 0.52% quarter-over-quarter.
- 61 funds opened new Willis Towers Watson positions in Q3 2019 and 35 closed out, a net change of +26 holders.
- The largest Willis Towers Watson buyer in Q3 2019 was Citadel Advisors, an estimated $281M added.
- The largest Willis Towers Watson seller in Q3 2019 was Harris Associates, an estimated $453M sold.
Based on aggregated 13F filings for Q3 2019.