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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
AWP
301
Accretive Wealth Partners
New Jersey
$1.23M +$52.5K +222 +4%
CB
302
Commerce Bank
Missouri
$1.22M +$7.34K +31 +0.6%
IIC
303
Ironwood Investment Counsel
Arizona
$1.21M -$54.2K -229 -4%
RJT
304
Raymond James Trust
Florida
$1.19M +$359K +1,516 +43%
RC
305
RBF Capital
California
$1.19M
MCC
306
Malaga Cove Capital
California
$1.18M -$3.79K -16 -0.3%
WT
307
Whittier Trust
California
$1.17M
AIM
308
Aigen Investment Management
New York
$1.14M -$558K -2,356 -33%
RBCM
309
Raub Brock Capital Management
California
$1.09M
PA
310
Pinnacle Associates
New York
$1.07M +$71K +300 +7%
OAM
311
Oppenheimer Asset Management
New York
$1.07M +$1.18K +5 +0.1%
National Bank of Canada
312
National Bank of Canada
Quebec, Canada
$1.07M +$1.06M +4,500 New
SC
313
Sarissa Consulting
California
$1.07M +$1.06M +4,500 New
SA
314
SRH Advisors
Kansas
$1.06M
MYAM
315
Meiji Yasuda Asset Management
Japan
$1.06M +$37.9K +160 +4%
CIBC Private Wealth Group
316
CIBC Private Wealth Group
Georgia
$1.05M +$1.04M +4,410 New
SWP
317
Stratos Wealth Partners
Ohio
$1.05M +$1.66K +7 +0.2%
BNP Paribas Asset Management
318
BNP Paribas Asset Management
France
$1.02M -$901K -3,809 -47%
IIM
319
Intact Investment Management
Quebec, Canada
$1.02M -$23.7K -100 -2%
MCM
320
Marathon Capital Management
Maryland
$1.02M +$142K +600 +16%
Osaic Holdings
321
Osaic Holdings
Arizona
$1.01M +$150K +633 +17%
SSCA
322
South Shore Capital Advisors
Massachusetts
$1.01M
RE
323
RBC Europe
United Kingdom
$1.01M
Impax Asset Management Group
324
Impax Asset Management Group
United Kingdom
$1.01M +$3.55K +15 +0.4%
SAI
325
Systematic Alpha Investments
New Jersey
$1M

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.