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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
CA
276
Callahan Advisors
Texas
$2.06M +$246K +1,105 +14%
Daiwa Securities Group
277
Daiwa Securities Group
Japan
$1.99M +$75.9K +341 +4%
NMERB
278
New Mexico Educational Retirement Board
New Mexico
$1.95M -$44.5K -200 -2%
GC
279
Guggenheim Capital
Illinois
$1.94M -$1.87M -8,401 -50%
SLAM
280
Swiss Life Asset Management
$1.9M +$10.9K +49 +0.6%
SMDAM
281
Sumitomo Mitsui DS Asset Management
Japan
$1.89M -$11.6K -52 -0.6%
BNP Paribas Asset Management
282
BNP Paribas Asset Management
France
$1.89M +$32.7K +147 +2%
William Blair & Company
283
William Blair & Company
Illinois
$1.87M +$325K +1,461 +22%
LSERS
284
Louisiana State Employees Retirement System
Louisiana
$1.86M – – –
RGI
285
River Global Investors
United Kingdom
$1.86M +$1.78M +7,980 New
MC
286
Maverick Capital
Texas
$1.85M +$1.72M +7,723 +3,372%
BA
287
Bridgewater Associates
Connecticut
$1.82M +$445K +1,998 +34%
Capstone Investment Advisors
288
Capstone Investment Advisors
New York
$1.81M -$24.5M -110,097 -93%
KRS
289
Kentucky Retirement Systems
Kentucky
$1.77M +$22K +99 +1%
Twin Tree Management
290
Twin Tree Management
Texas
$1.74M +$1.67M +7,487 New
Schroder Investment Management Group
291
Schroder Investment Management Group
United Kingdom
$1.73M -$402K -1,805 -20%
AIM
292
Aigen Investment Management
New York
$1.68M -$2.3M -10,327 -59%
Acadian Asset Management
293
Acadian Asset Management
Massachusetts
$1.68M +$1.61M +7,243 New
Pacer Advisors
294
Pacer Advisors
Pennsylvania
$1.66M -$18K -81 -1%
SGI
295
Summit Global Investments
Utah
$1.65M +$1.57M +7,075 New
HM
296
Harvest Management
New York
$1.63M +$525K +2,358 +51%
CWG
297
C WorldWide Group
Denmark
$1.6M – – –
CCM
298
Community Capital Management
Florida
$1.6M +$1.54M +6,900 New
YIA
299
YHB Investment Advisors
Connecticut
$1.6M -$24.3K -109 -2%
CGH
300
Crossmark Global Holdings
Texas
$1.59M -$65.7K -295 -4%
10 11
12
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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.