We are live on ! Find out more
WTW icon

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
KRS
276
Kentucky Retirement Systems
Kentucky
$1.81M +$2.37K +10 +0.1%
PAM
277
Panagora Asset Management
Massachusetts
$1.79M -$37.4M -157,911 -95%
QT
278
Quantbot Technologies
New York
$1.72M +$1.72M +7,258 New
EVM
279
Eaton Vance Management
Massachusetts
$1.72M -$23.9K -101 -1%
Nordea Investment Management
280
Nordea Investment Management
Sweden
$1.67M -$674K -2,847 -29%
CIBC Asset Management
281
CIBC Asset Management
Ontario, Canada
$1.62M +$68.9K +291 +4%
YIA
282
YHB Investment Advisors
Connecticut
$1.6M -$31.7K -134 -2%
CGH
283
Crossmark Global Holdings
Texas
$1.57M -$47.3K -200 -3%
Capstone Investment Advisors
284
Capstone Investment Advisors
New York
$1.57M -$282K -1,191 -15%
FAM
285
Formidable Asset Management
Ohio
$1.57M -$47.1K -199 -3%
CWG
286
C WorldWide Group
Denmark
$1.56M -$80K -338 -5%
Schroder Investment Management Group
287
Schroder Investment Management Group
United Kingdom
$1.55M -$215K -910 -12%
Pacer Advisors
288
Pacer Advisors
Pennsylvania
$1.53M -$170K -719 -10%
GAM
289
Gotham Asset Management
New York
$1.52M +$835K +3,529 +123%
SMC
290
S. Muoio & Co
New York
$1.48M
SC
291
SRB Corp
Massachusetts
$1.43M +$1.42M +6,004 New
CCM
292
Community Capital Management
Florida
$1.43M -$213K -900 -13%
Commonwealth Equity Services
293
Commonwealth Equity Services
Massachusetts
$1.39M -$1.66K -7 -0.1%
Tudor Investment Corp
294
Tudor Investment Corp
Connecticut
$1.38M +$1.38M +5,825 New
FC
295
FORA Capital
Florida
$1.36M +$1.36M +5,734 New
TIAM
296
TT International Asset Management
United Kingdom
$1.32M +$754K +3,188 +134%
EGM
297
Engineers Gate Manager
New York
$1.31M +$1.31M +5,515 New
DILIC
298
Dai-ichi Life Insurance Company
Japan
$1.3M -$68.4K -289 -5%
Thrivent Financial for Lutherans
299
Thrivent Financial for Lutherans
Minnesota
$1.3M -$47.6K -201 -4%
SDIC
300
South Dakota Investment Council
South Dakota
$1.25M

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.