We are live on ! Find out more
WTW icon

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.

New
Increased
Maintained
Reduced
Closed

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: 1718 (+1)

5% more funds holding

Funds holding: 628662 (+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

Holders
662
Holders Change
+34
Holders Change %
+5.41%
% of All Funds
9.54%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
88
Increased
226
Reduced
238
Closed
48
Calls
$91.6M
Puts
$52.5M
Net Calls
+$39.1M
Net Calls Change
-$29.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.15B -$42M -159,681 -1%
BlackRock
2
BlackRock
New York
$2.77B -$64.1M -243,590 -2%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.53B -$123M -466,364 -5%
First Eagle Investment Management
4
First Eagle Investment Management
New York
$1.5B -$30.5M -115,861 -2%
State Street
5
State Street
Massachusetts
$1.18B +$3.26M +12,384 +0.3%
Harris Associates
6
Harris Associates
Illinois
$1.09B -$26M -98,844 -2%
Artisan Partners
7
Artisan Partners
Wisconsin
$981M -$251M -954,744 -21%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$704M +$23.1M +87,828 +4%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$591M +$56.3M +214,222 +11%
Invesco
10
Invesco
Georgia
$537M -$16.2M -61,536 -3%
Victory Capital Management
11
Victory Capital Management
Texas
$520M +$110M +419,682 +28%
BG
12
Baupost Group
Massachusetts
$428M
Bank of New York Mellon
13
Bank of New York Mellon
New York
$403M +$8.63M +32,792 +2%
Norges Bank
14
Norges Bank
Norway
$351M +$7.96M +30,259 +2%
Northern Trust
15
Northern Trust
Illinois
$304M -$11.5M -43,792 -4%
Barrow, Hanley, Mewhinney & Strauss
16
Barrow, Hanley, Mewhinney & Strauss
Texas
$298M -$12.3M -46,853 -4%
BAM
17
Burgundy Asset Management
Ontario, Canada
$284M -$2.12M -8,051 -0.8%
Morgan Stanley
18
Morgan Stanley
New York
$234M -$192M -728,631 -46%
American Century Companies
19
American Century Companies
Missouri
$226M +$26.4M +100,329 +14%
N
20
Nuveen
North Carolina
$221M -$42.3M -160,952 -17%
SCA
21
Southpoint Capital Advisors
New York
$220M
ACM
22
Abrams Capital Management
Massachusetts
$198M -$22.6M -86,057 -11%
AllianceBernstein
23
AllianceBernstein
Tennessee
$195M -$3.86M -14,684 -2%
Legal & General Group
24
Legal & General Group
United Kingdom
$192M -$1.56M -5,938 -0.8%
CCP
25
Clarkston Capital Partners
Michigan
$191M -$393K -1,495 -0.2%

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.