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Tradeweb Markets

295 hedge funds and large institutions have $8.34B invested in Tradeweb Markets in 2021 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 123 increasing their positions, 89 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 24

38% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 89

6% more funds holding

Funds holding: 277295 (+18)

1.39% less ownership

Funds ownership: 99.59%98.2% (-1.4%)

5% less capital invested

Capital invested by funds: $8.81B → $8.34B (-$468M)

35% less call options, than puts

Call options by funds: $11.7M | Put options by funds: $18M

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
295
Holders Change
+18
Holders Change %
+6.5%
% of All Funds
5.16%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
43
Increased
123
Reduced
89
Closed
24
Calls
$11.7M
Puts
$18M
Net Calls
-$6.31M
Net Calls Change
-$5.42M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.09B -$26.7M -309,463 -2%
BlackRock
2
BlackRock
New York
$780M +$5.9M +68,419 +0.7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$734M +$2.61M +30,232 +0.3%
Capital Research Global Investors
4
Capital Research Global Investors
California
$553M -$180K -2,082 -0%
OCBV
5
Ownership Capital B.V.
Netherlands
$482M +$18.9M +218,668 +4%
Capital World Investors
6
Capital World Investors
California
$350M +$33.5K +388 +0%
Artisan Partners
7
Artisan Partners
Wisconsin
$327M -$13.4M -154,966 -4%
Franklin Resources
8
Franklin Resources
California
$323M -$234K -2,709 -0.1%
HL
9
Harding Loevner
New Jersey
$240M -$5.22M -60,479 -2%
CIP
10
Champlain Investment Partners
Vermont
$234M -$9.2M -106,633 -4%
Wells Fargo
11
Wells Fargo
California
$217M +$260K +3,014 +0.1%
State Street
12
State Street
Massachusetts
$196M -$2.76M -31,957 -1%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$177M -$118M -1,367,621 -38%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$158M -$1.43M -16,536 -0.8%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$118M -$7.46M -86,503 -6%
JP Morgan Chase
16
JP Morgan Chase
New York
$115M -$242K -2,807 -0.2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$106M +$990K +11,475 +0.9%
Primecap Management
18
Primecap Management
California
$85.1M -$191K -2,210 -0.2%
SIMG
19
Stephens Investment Management Group
Texas
$79.5M +$26.6K +308 +0%
Norges Bank
20
Norges Bank
Norway
$75M +$8.89M +103,054 +12%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$71.6M +$573K +6,637 +0.8%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$68.4M -$3.02M -35,050 -4%
First Trust Advisors
23
First Trust Advisors
Illinois
$66.8M -$8.27M -95,864 -10%
Charles Schwab
24
Charles Schwab
California
$66.6M +$2.73M +31,639 +4%
JCM
25
Junto Capital Management
New York
$59.7M -$9.77M -113,300 -13%

TW Hedge Fund Activity: Q3 2021 in Review

295 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Tradeweb Markets (TW) for Q3 2021, worth a combined $8.34B — down 5.3% from $8.81B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new TW positions and 24 closed out — a net gain of 19 holders — while 123 added to existing stakes and 89 trimmed.

The largest buyer was California Public Employees Retirement System, adding an estimated $42.9M. The largest seller was Wellington Management Group, cutting an estimated $118M.

  • 295 institutional investors held Tradeweb Markets (TW) as of Q3 2021, up from 277 in Q2 2021.
  • Funds reported $8.34B of Tradeweb Markets stock for Q3 2021, down 5.3% quarter-over-quarter.
  • 43 funds opened new Tradeweb Markets positions in Q3 2021 and 24 closed out, a net change of +19 holders.
  • The largest Tradeweb Markets buyer in Q3 2021 was California Public Employees Retirement System, an estimated $42.9M added.
  • The largest Tradeweb Markets seller in Q3 2021 was Wellington Management Group, an estimated $118M sold.

Based on aggregated 13F filings for Q3 2021.