Willis Towers Watson
549 hedge funds and large institutions have $24.8B invested in Willis Towers Watson in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 186 increasing their positions, 220 reducing their positions, and 93 closing their positions.
12% more call options, than puts
Call options by funds: $34.9M | Put options by funds: $31.3M
2.5% less ownership
Funds ownership: 91.59% → 89.09% (-2.5%)
6% less funds holding
Funds holding: 581 → 549 (-32)
9% less capital invested
Capital invested by funds: $27.1B → $24.8B (-$2.32B)
15% less repeat investments, than reductions
Existing positions increased: 186 | Existing positions reduced: 220
27% less first-time investments, than exits
New positions opened: 68 | Existing positions closed: 93
42% less funds holding in top 10
Funds holding in top 10: 31 → 18 (-13)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$512M |
| 2 |
Harris Associates
Chicago,
Illinois
|
+$442M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$248M |
| 4 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$156M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$75.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Eagle Capital Management (New York)
New York
|
-$460M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$375M |
| 3 |
Viking Global Investors
Stamford,
Connecticut
|
-$229M |
| 4 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$206M |
| 5 |
LCM
Laurion Capital Management
New York
|
-$173M |
WTW Hedge Fund Activity: Q1 2022 in Review
549 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2022, worth a combined $24.8B — down 8.6% from $27.1B a quarter earlier.
Sellers outnumbered buyers: 93 funds closed out of WTW and 68 opened new positions — a net loss of 25 holders — while 220 trimmed existing stakes and 186 added.
The largest buyer was Artisan Partners, adding an estimated $512M. The largest seller was Eagle Capital Management (New York), cutting an estimated $460M.
- 549 institutional investors held Willis Towers Watson (WTW) as of Q1 2022, down from 581 in Q4 2021.
- Funds reported $24.8B of Willis Towers Watson stock for Q1 2022, down 8.6% quarter-over-quarter.
- 68 funds opened new Willis Towers Watson positions in Q1 2022 and 93 closed out, a net change of -25 holders.
- The largest Willis Towers Watson buyer in Q1 2022 was Artisan Partners, an estimated $512M added.
- The largest Willis Towers Watson seller in Q1 2022 was Eagle Capital Management (New York), an estimated $460M sold.
Based on aggregated 13F filings for Q1 2022.