Equal-WT
WhaleScore 2.0
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Watchtower Advisors is based out of Old Greenwich. Watchtower Advisors is a hedge fund with 2 clients and discretionary assets under management (AUM) of $302,577,632 (Form ADV from 2025-03-24). Their last reported 13F filing for Q1 2025 included $137,774,918 in managed 13F securities
and a top 10 holdings concentration of 88.99%. Watchtower Advisors's largest holding is Axis Capital Holdings Ltd with shares held of 260,000. Whalewisdom has at least 14 13F filings
Investment Strategy
Watchtower retains broad flexibility to invest on behalf of its Clients, and may offer any advisory services, engage in any investment strategy and make any investment that it considers appropriate, subject to each Client’s investment objectives and guidelines. The investment strategies Watchtower pursues are speculative and entail substantial risks, and there can be no assurance that the investment objectives of any Client will be achieved.
Risk management is accomplished on a pre-trade basis through portfolio construction and exposure limitations. Watchtower uses a fundamentally-oriented long/short strategy, emphasizing the selection of individual stocks with a bottom-up focus, while paying close attention to portfolio correlation and the impact of each position. A risk budget is established on a per position basis based on expected return, investment time horizon, and conviction level.
Owners
- WATCHTOWER ADVISORS GP, LLC - GENERAL PARTNER OF WATCHTOWER ADVISORS, LP
- HASEN, DARRYL, GLENN - LIMITED PARTNER OF WATCHTOWER ADVISORS, LP
- O'NEILL, CHARLES, ANDREW - CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, AND CHIEF COMPLIANCE OFFICER OF WATCHTOWER ADVISORS, LP
- WILBER, SKY - LIMITED PARTNER AND CHIEF INVESTMENT OFFICER OF WATCHTOWER ADVISORS, LP Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
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Other Contact Information
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2025-03-31
Top Buys (13F)
| Name | % Change |
|---|---|
| CVS CVS Health Corp | 12.79% |
| SLM SLM Corp | 3.15% |
| GTES Gates Industrial Cor | 1.44% |
2025-03-31
Top Sells (13F)
| Name | % Change |
|---|---|
| FTAI FTAI Aviation Ltd | 12.64% |
| ALLE Allegion plc | 9.47% |
| AVGO Broadcom Inc | 3.24% |
| KVYO Klaviyo Inc | 2.84% |
| LII Lennox International | 1.46% |
2025-03-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| AXS Axis Capital Holding | 18.9% |
| CVS CVS Health Corp | 12.79% |
| HLT Hilton Worldwide Hol | 12.67% |
| RCL Royal Caribbean Crui | 8.23% |
| VRNA Verona Pharma Plc | 6.7% |
2025-03-31
13F Activity
| Market Value | $138m, Prior: $177m |
| Inflows (Outflows) as % of Total MV | (-18.2327)% |
| New Purchases | 3 stocks |
| Added To | 0 stocks |
| Sold out of | 2 stocks |
| Reduced holdings in | 6 stocks |
| Top 10 Holdings % | 88.99% |
| Turnover %[1] | 29.41% |
| Turnover Alt %[2] | 17.37% |
| Time Held Top 20 | 3.2 quarters |
| Time Held Top 10 | 2.5 quarters |
| Time Held All | 3.2 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2025-03-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2025-03-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31