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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
SGI
251
Summit Global Investments
Utah
$2.56M +$872K +3,686 +52%
AC
252
Allstate Corporation
Illinois
$2.54M +$1.65M +6,991 +188%
OPERF
253
Oregon Public Employees Retirement Fund
Oregon
$2.49M -$71K -300 -3%
SAM
254
Securian Asset Management
Minnesota
$2.44M -$97.3K -411 -4%
SAM
255
Silphium Asset Management
United Kingdom
$2.37M -$2.37M -10,000 -50%
KFBMI
256
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.37M
SIC
257
Schwartz Investment Counsel
Michigan
$2.34M
CA
258
Callahan Advisors
Texas
$2.33M +$219K +925 +10%
TRSOTSOK
259
Teachers Retirement System of the State of Kentucky
Kentucky
$2.26M -$128K -541 -5%
CC
260
Centiva Capital
New York
$2.21M +$979K +4,135 +80%
CSPAM
261
Cary Street Partners Asset Management
Virginia
$2.13M -$67.9K -287 -3%
First Manhattan
262
First Manhattan
New York
$2.13M +$1.42M +6,000 +203%
YIH
263
Y-Intercept (HK)
Hong Kong
$2.12M +$2.11M +8,906 New
Allspring Global Investments
264
Allspring Global Investments
North Carolina
$2.11M +$2.1M +8,870 New
BPC
265
Banque Pictet & Cie
Switzerland
$2.01M +$2M +8,450 New
GCIA
266
Gabelli & Co Investment Advisers
New York
$1.96M -$17.4M -73,651 -90%
SMDAM
267
Sumitomo Mitsui DS Asset Management
Japan
$1.93M -$4.5K -19 -0.2%
PGCM
268
Prescott Group Capital Management
Oklahoma
$1.9M -$1.89M -8,000 -50%
DIA
269
Dana Investment Advisors
Wisconsin
$1.88M -$241K -1,018 -11%
NMERB
270
New Mexico Educational Retirement Board
New Mexico
$1.88M -$118K -500 -6%
Parallax Volatility Advisers
271
Parallax Volatility Advisers
California
$1.86M +$735K +3,107 +65%
X
272
Xponance
Pennsylvania
$1.86M +$310K +1,311 +20%
LSERS
273
Louisiana State Employees Retirement System
Louisiana
$1.85M -$47.3K -200 -3%
D.E. Shaw & Co
274
D.E. Shaw & Co
New York
$1.85M -$10M -42,352 -84%
Nisa Investment Advisors
275
Nisa Investment Advisors
Missouri
$1.84M -$772K -3,260 -29%

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.