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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
VIA
376
Vident Investment Advisory
Georgia
$505K -$82.8K -350 -14%
Simplex Trading
377
Simplex Trading
Illinois
$491K +$487K +2,057 +17,142%
WSTAM
378
Wilbanks Smith & Thomas Asset Management
Virginia
$477K
PP
379
Paloma Partners
Connecticut
$475K +$473K +2,000 New
CAM
380
Cresset Asset Management
Illinois
$469K +$32.7K +138 +8%
ClearBridge Investments
381
ClearBridge Investments
New York
$458K
JHP
382
James Hambro & Partners
United Kingdom
$457K -$71K -300 -14%
Cambridge Investment Research Advisors
383
Cambridge Investment Research Advisors
Iowa
$456K -$710 -3 -0.2%
RRCM
384
Rappaport Reiches Capital Management
Illinois
$453K
MTCM
385
Mint Tower Capital Management
Netherlands
$452K
RC
386
RegentAtlantic Capital
New Jersey
$450K -$55.4K -234 -11%
IIC
387
Integrated Investment Consultants
Michigan
$436K +$34.1K +144 +9%
RFC
388
Regions Financial Corp
Alabama
$430K +$3.79K +16 +0.9%
CCM
389
Coldstream Capital Management
Washington
$428K +$426K +1,800 New
Brown Advisory
390
Brown Advisory
Maryland
$421K +$419K +1,772 New
CB
391
Cadence Bank
Mississippi
$418K
DFA
392
DHJJ Financial Advisors
Illinois
$416K -$73.6K -311 -15%
VCM
393
Vivaldi Capital Management
Illinois
$414K +$237 +1 +0.1%
Bessemer Group
394
Bessemer Group
New Jersey
$413K +$218K +922 +113%
DWM
395
Dakota Wealth Management
Florida
$409K +$141K +594 +53%
PA
396
Profund Advisors
Maryland
$408K -$17.7K -75 -4%
Wellington Management Group
397
Wellington Management Group
Massachusetts
$406K +$73.8K +312 +22%
Northwestern Mutual Wealth Management
398
Northwestern Mutual Wealth Management
Wisconsin
$405K +$21.3K +90 +6%
TFF
399
The Family Firm
Maryland
$403K
Cetera Investment Advisers
400
Cetera Investment Advisers
Illinois
$402K +$1.42K +6 +0.4%

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.