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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
RJT
351
Raymond James Trust
Florida
$814K +$168K +753 +27%
BPGAM
352
BTG Pactual Global Asset Management
Bermuda
$808K -$3.56M -16,000 -82%
KRSITF
353
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$791K +$10K +45 +1%
KA
354
Kintegral Advisory
New York
$785K – – –
BAM
355
Blueshift Asset Management
New Jersey
$770K +$737K +3,311 New
NFC
356
Northeast Financial Consultants
Connecticut
$767K – – –
TA
357
Tiedemann Advisors
New York
$754K -$223 -1 -0%
V
358
Veritable
Delaware
$752K +$160K +717 +28%
Wealthfront Advisers
359
Wealthfront Advisers
California
$742K +$141K +633 +25%
Group One Trading
360
Group One Trading
Illinois
$734K -$1.68M -7,565 -71%
SC
361
Shay Capital
New York
$691K +$327K +1,471 +98%
First Manhattan
362
First Manhattan
New York
$686K – – –
EAM
363
Evanson Asset Management
California
$675K – – –
CAPTRUST Financial Advisors
364
CAPTRUST Financial Advisors
North Carolina
$670K +$3.78K +17 +0.6%
GAM
365
Gotham Asset Management
New York
$667K -$1.58M -7,085 -71%
WAM
366
World Asset Management
Michigan
$665K -$39.8K -179 -6%
FDCDDQ
367
Federation des caisses Desjardins du Quebec
Quebec, Canada
$652K +$54.1K +243 +9%
KWA
368
KCS Wealth Advisory
California
$628K -$41K -184 -6%
GT
369
Glenmede Trust
Pennsylvania
$610K -$18.9K -85 -3%
SG Americas Securities
370
SG Americas Securities
New York
$609K -$79.5M -357,158 -99%
TRCT
371
Tower Research Capital (TRC)
New York
$604K -$91.5K -411 -14%
VPIM
372
Vanguard Personalized Indexing Management
California
$602K +$152K +681 +36%
TU
373
TDAM USA
Ontario, Canada
$597K -$19.6K -88 -3%
TAM
374
Tocqueville Asset Management
New York
$592K +$94.2K +423 +20%
VIA
375
Vident Investment Advisory
Georgia
$575K -$990K -4,449 -64%
13 14
15
16 17

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.