Willis Towers Watson
493 hedge funds and large institutions have $24.1B invested in Willis Towers Watson in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 168 increasing their positions, 159 reducing their positions, and 46 closing their positions.
48% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 46
2% more funds holding
Funds holding: 481 → 493 (+12)
6% more repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 159
4% more capital invested
Capital invested by funds: $23B → $24.1B (+$1.02B)
0.16% less ownership
Funds ownership: 92.79% → 92.63% (-0.16%)
10% less call options, than puts
Call options by funds: $28.3M | Put options by funds: $31.6M
19% less funds holding in top 10
Funds holding in top 10: 16 → 13 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
+$258M |
| 2 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$120M |
| 3 |
Westfield Capital Management
Boston,
Massachusetts
|
+$73M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$71.4M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$65.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$276M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$163M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$127M |
| 4 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$111M |
| 5 |
SCA
Southpoint Capital Advisors
New York
|
-$96.5M |
WTW Hedge Fund Activity: Q4 2019 in Review
493 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q4 2019, worth a combined $24.1B — up 4.4% from $23B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new WTW positions and 46 closed out — a net gain of 22 holders — while 168 added to existing stakes and 159 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $258M. The largest seller was Invesco, cutting an estimated $276M.
- 493 institutional investors held Willis Towers Watson (WTW) as of Q4 2019, up from 481 in Q3 2019.
- Funds reported $24.1B of Willis Towers Watson stock for Q4 2019, up 4.4% quarter-over-quarter.
- 68 funds opened new Willis Towers Watson positions in Q4 2019 and 46 closed out, a net change of +22 holders.
- The largest Willis Towers Watson buyer in Q4 2019 was Janus Henderson Group, an estimated $258M added.
- The largest Willis Towers Watson seller in Q4 2019 was Invesco, an estimated $276M sold.
Based on aggregated 13F filings for Q4 2019.