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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
VRS
251
Virginia Retirement Systems
Virginia
$3.23M -$1.56M -7,000 -33%
NAM
252
Nissay Asset Management
Japan
$3.15M +$310K +1,391 +11%
Janney Montgomery Scott
253
Janney Montgomery Scott
Pennsylvania
$3.14M +$2.36M +10,583 +361%
MA
254
Montag & Associates
Georgia
$3.02M -$170K -762 -6%
SEI Investments
255
SEI Investments
Pennsylvania
$3.01M +$1.22M +5,466 +73%
AIP
256
Ameritas Investment Partners
Nebraska
$2.93M +$79.7K +358 +3%
AIM
257
Achmea Investment Management
Netherlands
$2.9M +$59.7K +268 +2%
HighTower Advisors
258
HighTower Advisors
Illinois
$2.88M +$2.32M +10,412 +500%
Axa
259
Axa
France
$2.86M +$2.74M +12,314 New
DZ Bank
260
DZ Bank
Germany
$2.84M – – –
Mirae Asset Global Investments
261
Mirae Asset Global Investments
South Korea
$2.62M +$494K +2,217 +24%
QOP
262
Quinn Opportunity Partners
Virginia
$2.56M +$2.45M +11,000 New
NFAM
263
North Fourth Asset Management
New Jersey
$2.51M +$2.4M +10,800 New
OPERF
264
Oregon Public Employees Retirement Fund
Oregon
$2.51M – – –
SAM
265
Securian Asset Management
Minnesota
$2.48M -$44.5K -200 -2%
Harris Associates
266
Harris Associates
Illinois
$2.38M +$1.55M +6,956 +211%
WBC
267
Westpac Banking Corp
Australia
$2.37M – – –
TRSOTSOK
268
Teachers Retirement System of the State of Kentucky
Kentucky
$2.34M – – –
KFBMI
269
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.32M – – –
LSA
270
L & S Advisors
California
$2.31M +$2.21M +9,926 New
SIC
271
Schwartz Investment Counsel
Michigan
$2.29M – – –
Nordea Investment Management
272
Nordea Investment Management
Sweden
$2.28M +$736K +3,307 +50%
CSPAM
273
Cary Street Partners Asset Management
Virginia
$2.15M -$28.5K -128 -1%
DIA
274
Dana Investment Advisors
Wisconsin
$2.08M +$1.99M +8,932 New
BF
275
BOK Financial
Oklahoma
$2.07M +$1.98M +8,895 New
9 10
11
12 13

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.