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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
FAM
301
Formidable Asset Management
Ohio
$1.57M -$8.01K -36 -0.5%
CIBC Asset Management
302
CIBC Asset Management
Ontario, Canada
$1.52M -$6.9K -31 -0.5%
X
303
Xponance
Pennsylvania
$1.52M -$134K -602 -8%
LPL Financial
304
LPL Financial
California
$1.49M +$122K +550 +9%
SMC
305
S. Muoio & Co
New York
$1.45M +$1.39M +6,240 New
Commonwealth Equity Services
306
Commonwealth Equity Services
Massachusetts
$1.37M -$3.34K -15 -0.3%
FMW
307
Farr Miller & Washington
District of Columbia
$1.34M +$107K +482 +9%
DILIC
308
Dai-ichi Life Insurance Company
Japan
$1.34M – – –
Thrivent Financial for Lutherans
309
Thrivent Financial for Lutherans
Minnesota
$1.32M +$5.12K +23 +0.4%
Wolverine Trading
310
Wolverine Trading
Illinois
$1.31M +$1.01M +4,537 +384%
EVM
311
Eaton Vance Management
Massachusetts
$1.26M +$859K +3,861 +111%
PAG
312
Private Advisor Group
New Jersey
$1.24M +$440K +1,976 +59%
IIC
313
Ironwood Investment Counsel
Arizona
$1.23M -$83.5K -375 -7%
SDIC
314
South Dakota Investment Council
South Dakota
$1.22M – – –
CC
315
Centiva Capital
New York
$1.21M -$2.18M -9,810 -65%
Macquarie Group
316
Macquarie Group
Australia
$1.2M -$8.01K -36 -0.7%
MS
317
Maven Securities
Jersey
$1.2M -$1.4M -6,305 -55%
CB
318
Commerce Bank
Missouri
$1.19M +$239K +1,074 +27%
RC
319
RBF Capital
California
$1.16M – – –
MCC
320
Malaga Cove Capital
California
$1.16M +$137K +614 +14%
GTCM
321
Gyon Technologies Capital Management
New Jersey
$1.16M +$1.11M +4,983 New
WT
322
Whittier Trust
California
$1.15M – – –
AWP
323
Accretive Wealth Partners
New Jersey
$1.15M +$1.1M +4,939 New
Parallax Volatility Advisers
324
Parallax Volatility Advisers
California
$1.1M +$1.06M +4,747 New
TI
325
Telemetry Investments
New York
$1.09M -$512K -2,300 -33%
11 12
13
14 15

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.