Willis Towers Watson
662 hedge funds and large institutions have $26.1B invested in Willis Towers Watson in 2024 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 226 increasing their positions, 238 reducing their positions, and 48 closing their positions.
83% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 48
74% more call options, than puts
Call options by funds: $91.6M | Put options by funds: $52.5M
13% more capital invested
Capital invested by funds: $23.2B → $26.1B (+$2.91B)
6% more funds holding in top 10
Funds holding in top 10: 17 → 18 (+1)
5% more funds holding
Funds holding: 628 → 662 (+34)
0.49% less ownership
Funds ownership: 93.01% → 92.53% (-0.49%)
5% less repeat investments, than reductions
Existing positions increased: 226 | Existing positions reduced: 238
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$110M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$92.1M |
| 3 |
SCM
Sahana Capital Management
Greenwich,
Connecticut
|
+$63.1M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$56.3M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$45.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$251M |
| 2 |
Morgan Stanley
New York
|
-$192M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$123M |
| 4 |
AGA
Altrinsic Global Advisors
Stamford,
Connecticut
|
-$72.4M |
| 5 |
BlackRock
New York
|
-$64.1M |
WTW Hedge Fund Activity: Q1 2024 in Review
662 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2024, worth a combined $26.1B — up 13% from $23.2B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new WTW positions and 48 closed out — a net gain of 40 holders — while 226 added to existing stakes and 238 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $110M. The largest seller was Artisan Partners, cutting an estimated $251M.
- 662 institutional investors held Willis Towers Watson (WTW) as of Q1 2024, up from 628 in Q4 2023.
- Funds reported $26.1B of Willis Towers Watson stock for Q1 2024, up 13% quarter-over-quarter.
- 88 funds opened new Willis Towers Watson positions in Q1 2024 and 48 closed out, a net change of +40 holders.
- The largest Willis Towers Watson buyer in Q1 2024 was Victory Capital Management, an estimated $110M added.
- The largest Willis Towers Watson seller in Q1 2024 was Artisan Partners, an estimated $251M sold.
Based on aggregated 13F filings for Q1 2024.