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Willis Towers Watson
WTW

562 hedge funds and large institutions have $27B invested in Willis Towers Watson in 2021 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 189 increasing their positions, 177 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more call options, than puts

Call options by funds: $400M | Put options by funds: $113M

21% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 90

2% more funds holding

Funds holding: 549 → 562 (+13)

7% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 177

0% less capital invested

Capital invested by funds: $27.1B → $27B (-$120M)

2.01% less ownership

Funds ownership: 92% → 89.99% (-2%)

11% less funds holding in top 10

Funds holding in top 10: 44 → 39 (-5)

Holders
562
Holders Change
+13
Holders Change %
+2.37%
% of All Funds
9.84%
Holding in Top 10
39
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.36%
% of All Funds
0.68%
New
109
Increased
189
Reduced
177
Closed
90
Calls
$400M
Puts
$113M
Net Calls
+$287M
Net Calls Change
+$258M

Top Buyers

1
EIG
EdgePoint Investment Group
Ontario, Canada
+$518M
2
First Eagle Investment Management
First Eagle Investment Management
New York
+$456M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$436M
4
UBS Group
UBS Group
Switzerland
+$405M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$315M

Top Sellers

1
Citigroup
Citigroup
New York
-$664M
2
LP
Longview Partners
Guernsey
-$598M
3
FCM
Farallon Capital Management
California
-$468M
4
Goldman Sachs
Goldman Sachs
New York
-$462M
5
Capital World Investors
Capital World Investors
California
-$451M
Name Holding Trade Value Shares
Change 		Change in
Stake
Zurich Cantonal Bank
226
Zurich Cantonal Bank
Switzerland
$4.93M -$304K -1,366 -6%
Teacher Retirement System of Texas
227
Teacher Retirement System of Texas
Texas
$4.75M +$831K +3,731 +22%
HNB
228
Huntington National Bank
Ohio
$4.65M – – –
SAM
229
Silphium Asset Management
United Kingdom
$4.65M -$2.76M -12,416 -38%
TPSF
230
Texas Permanent School Fund
Texas
$4.63M -$1.09M -4,891 -20%
SOADOR
231
State of Alaska Department of Revenue
Alaska
$4.6M -$51.6K -232 -1%
RJFSA
232
Raymond James Financial Services Advisors
Florida
$4.57M +$2.53M +11,352 +137%
PFMOSF
233
Philadelphia Financial Management of San Francisco
California
$4.46M +$4.27M +19,200 New
DekaBank Deutsche Girozentrale
234
DekaBank Deutsche Girozentrale
Germany
$4.38M -$12.8M -57,535 -75%
Stifel Financial
235
Stifel Financial
Missouri
$4.31M +$458K +2,059 +13%
Creative Planning
236
Creative Planning
Kansas
$4.14M -$156K -702 -4%
LOAMU
237
Lombard Odier Asset Management (USA)
New York
$4.07M +$3.9M +17,500 New
RIM
238
Reliant Investment Management
Tennessee
$3.92M +$3.75M +16,865 New
JG
239
Jefferies Group
New York
$3.77M -$10M -45,129 -74%
COPPSERS
240
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.76M -$5.77M -25,916 -62%
PGCM
241
Prescott Group Capital Management
Oklahoma
$3.72M +$1.78M +8,000 +100%
Robeco Institutional Asset Management
242
Robeco Institutional Asset Management
Netherlands
$3.72M -$1.09M -4,918 -24%
Truist Financial
243
Truist Financial
North Carolina
$3.7M +$273K +1,227 +8%
ICM
244
Ionic Capital Management
New York
$3.58M +$3.43M +15,392 New
Handelsbanken Fonder
245
Handelsbanken Fonder
Sweden
$3.56M – – –
VI
246
Vestcor Inc
New Brunswick, Canada
$3.54M -$944K -4,242 -22%
MLICM
247
Metropolitan Life Insurance Company (MetLife)
New York
$3.53M +$3.38M +15,166 New
US Bancorp
248
US Bancorp
Minnesota
$3.47M +$4.9K +22 +0.1%
ECM
249
ExodusPoint Capital Management
New York
$3.32M -$3.57M -16,039 -53%
BCM
250
BCK Capital Management
Connecticut
$3.31M -$8.21M -36,885 -72%
8 9
10
11 12

WTW Hedge Fund Activity: Q3 2021 in Review

562 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q3 2021, worth a combined $27B — down 0.44% from $27.1B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new WTW positions and 90 closed out — a net gain of 19 holders — while 189 added to existing stakes and 177 trimmed.

The largest buyer was EdgePoint Investment Group, opening a new position worth an estimated $518M. The largest seller was Citigroup, cutting an estimated $664M.

  • 562 institutional investors held Willis Towers Watson (WTW) as of Q3 2021, up from 549 in Q2 2021.
  • Funds reported $27B of Willis Towers Watson stock for Q3 2021, down 0.44% quarter-over-quarter.
  • 109 funds opened new Willis Towers Watson positions in Q3 2021 and 90 closed out, a net change of +19 holders.
  • The largest Willis Towers Watson buyer in Q3 2021 was EdgePoint Investment Group, an estimated $518M added.
  • The largest Willis Towers Watson seller in Q3 2021 was Citigroup, an estimated $664M sold.

Based on aggregated 13F filings for Q3 2021.