Willis Towers Watson
580 hedge funds and large institutions have $22.8B invested in Willis Towers Watson in 2023 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 181 increasing their positions, 240 reducing their positions, and 68 closing their positions.
98% more call options, than puts
Call options by funds: $64.8M | Put options by funds: $32.7M
0% less capital invested
Capital invested by funds: $22.9B → $22.8B (-$52.2M)
2.74% less ownership
Funds ownership: 94.06% → 91.32% (-2.7%)
4% less funds holding
Funds holding: 607 → 580 (-27)
14% less funds holding in top 10
Funds holding in top 10: 14 → 12 (-2)
25% less repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 240
38% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 68
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$400M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$47.8M |
| 3 |
Man Group
London,
United Kingdom
|
+$44.8M |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$42.5M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
+$39.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$443M |
| 2 |
SV
Starboard Value
New York
|
-$302M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$83M |
| 4 |
Millennium Management
New York
|
-$71.5M |
| 5 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
-$64.7M |
WTW Hedge Fund Activity: Q2 2023 in Review
580 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q2 2023, worth a combined $22.8B — down 0.23% from $22.9B a quarter earlier.
Sellers outnumbered buyers: 68 funds closed out of WTW and 42 opened new positions — a net loss of 26 holders — while 240 trimmed existing stakes and 181 added.
The largest buyer was Massachusetts Financial Services, adding an estimated $400M. The largest seller was Envestnet Asset Management, cutting an estimated $443M.
- 580 institutional investors held Willis Towers Watson (WTW) as of Q2 2023, down from 607 in Q1 2023.
- Funds reported $22.8B of Willis Towers Watson stock for Q2 2023, down 0.23% quarter-over-quarter.
- 42 funds opened new Willis Towers Watson positions in Q2 2023 and 68 closed out, a net change of -26 holders.
- The largest Willis Towers Watson buyer in Q2 2023 was Massachusetts Financial Services, an estimated $400M added.
- The largest Willis Towers Watson seller in Q2 2023 was Envestnet Asset Management, an estimated $443M sold.
Based on aggregated 13F filings for Q2 2023.