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Willis Towers Watson

580 hedge funds and large institutions have $27.1B invested in Willis Towers Watson in 2021 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 177 increasing their positions, 211 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more call options, than puts

Call options by funds: $89.7M | Put options by funds: $30.2M

34% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 73

3% more funds holding

Funds holding: 562580 (+18)

1.59% more ownership

Funds ownership: 89.99%91.58% (+1.6%)

0% more capital invested

Capital invested by funds: $27B → $27.1B (+$67.3M)

16% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 211

21% less funds holding in top 10

Funds holding in top 10: 3931 (-8)

Holders
580
Holders Change
+18
Holders Change %
+3.2%
% of All Funds
8.93%
Holding in Top 10
31
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-20.51%
% of All Funds
0.48%
New
98
Increased
177
Reduced
211
Closed
73
Calls
$89.7M
Puts
$30.2M
Net Calls
+$59.5M
Net Calls Change
-$228M
Name Holding Trade Value Shares
Change
Change in
Stake
ICM
226
Ionic Capital Management
New York
$3.92M +$267K +1,128 +7%
HA
227
Havens Advisors
New York
$3.92M -$2.25M -9,500 -37%
Creative Planning
228
Creative Planning
Kansas
$3.92M -$312K -1,319 -7%
COPPSERS
229
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.71M -$126K -531 -3%
US Bancorp
230
US Bancorp
Minnesota
$3.56M +$15.6K +66 +0.4%
VI
231
Vestcor Inc
New Brunswick, Canada
$3.54M -$73.1K -309 -2%
Comerica Bank
232
Comerica Bank
Texas
$3.5M -$5.15M -21,763 -58%
BCM
233
BCK Capital Management
Connecticut
$3.44M +$66.5K +281 +2%
MLICM
234
Metropolitan Life Insurance Company (MetLife)
New York
$3.38M -$221K -932 -6%
Allianz Asset Management
235
Allianz Asset Management
Germany
$3.38M -$21.7M -91,795 -87%
Handelsbanken Fonder
236
Handelsbanken Fonder
Sweden
$3.36M -$279K -1,180 -8%
NAM
237
Nissay Asset Management
Japan
$3.33M +$117K +493 +4%
WI
238
WBI Investments
New Jersey
$3.11M +$3.19M +13,484 New
TRCT
239
Tower Research Capital (TRC)
New York
$2.94M +$2.32M +9,799 +377%
MA
240
Montag & Associates
Georgia
$2.93M -$156K -659 -5%
AIP
241
Ameritas Investment Partners
Nebraska
$2.93M -$64.4K -272 -2%
Axa
242
Axa
France
$2.9M -$19.6K -83 -0.7%
DZ Bank
243
DZ Bank
Germany
$2.89M
Janney Montgomery Scott
244
Janney Montgomery Scott
Pennsylvania
$2.83M -$374K -1,579 -12%
William Blair & Company
245
William Blair & Company
Illinois
$2.81M +$894K +3,777 +47%
LPL Financial
246
LPL Financial
California
$2.81M +$1.28M +5,421 +85%
Daiwa Securities Group
247
Daiwa Securities Group
Japan
$2.67M +$632K +2,672 +31%
JG
248
Jefferies Group
New York
$2.66M -$1.19M -5,015 -31%
GC
249
Guggenheim Capital
Illinois
$2.6M +$616K +2,603 +31%
ACM
250
AlphaCrest Capital Management
New York
$2.58M +$2.57M +10,867 New

WTW Hedge Fund Activity: Q4 2021 in Review

580 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q4 2021, worth a combined $27.1B — up 0.25% from $27B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new WTW positions and 73 closed out — a net gain of 25 holders — while 177 added to existing stakes and 211 trimmed.

The largest buyer was Starboard Value, opening a new position worth an estimated $497M. The largest seller was Morgan Stanley, cutting an estimated $334M.

  • 580 institutional investors held Willis Towers Watson (WTW) as of Q4 2021, up from 562 in Q3 2021.
  • Funds reported $27.1B of Willis Towers Watson stock for Q4 2021, up 0.25% quarter-over-quarter.
  • 98 funds opened new Willis Towers Watson positions in Q4 2021 and 73 closed out, a net change of +25 holders.
  • The largest Willis Towers Watson buyer in Q4 2021 was Starboard Value, an estimated $497M added.
  • The largest Willis Towers Watson seller in Q4 2021 was Morgan Stanley, an estimated $334M sold.

Based on aggregated 13F filings for Q4 2021.