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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
MFA
401
Mayflower Financial Advisors
Massachusetts
$395K -$8.28K -35 -2%
DC
402
Davenport & Co
Virginia
$388K -$71.5K -302 -16%
SFI
403
Siemens Fonds Invest
Germany
$387K -$1.18K -5 -0.3%
TPCW
404
TD Private Client Wealth
New York
$387K +$300K +1,269 +353%
IB
405
Intrust Bank
Kansas
$381K +$8.28K +35 +2%
GT
406
Greenleaf Trust
Michigan
$373K -$20.6K -87 -5%
MWM
407
Modera Wealth Management
New Jersey
$371K +$370K +1,562 New
RWMH
408
Riverpoint Wealth Management Holdings
Illinois
$365K
CIA
409
Cladis Investment Advisory
Montana
$359K +$357K +1,510 New
IC
410
IEQ Capital
California
$358K +$65.1K +275 +22%
Fifth Third Bancorp
411
Fifth Third Bancorp
Ohio
$358K +$76.7K +324 +27%
QT
412
Quantamental Technologies
New York
$357K +$356K +1,504 New
DAS
413
Dynamic Advisor Solutions
Arizona
$355K +$16.8K +71 +5%
DGAM
414
Desjardins Global Asset Management
Quebec, Canada
$354K +$353K +1,493 New
GIA
415
Gateway Investment Advisers
Ohio
$351K -$16.8K -71 -5%
TCM
416
Teza Capital Management
Illinois
$348K +$347K +1,466 New
LNWWM
417
Laird Norton Wetherby Wealth Management
California
$343K -$8.05K -34 -2%
FA
418
FDx Advisors
Illinois
$329K +$52.5K +222 +19%
CSPIA
419
Cary Street Partners Investment Advisory
Virginia
$328K
IMRF
420
Illinois Municipal Retirement Fund
Illinois
$327K
Cohen & Steers
421
Cohen & Steers
New York
$325K
WCM
422
Washington Capital Management
Washington
$321K
CAL
423
Capital Analysts LLC
Pennsylvania
$318K
Acadian Asset Management
424
Acadian Asset Management
Massachusetts
$314K -$1.4M -5,920 -82%
CCP
425
Corient Capital Partners
California
$313K +$12.8K +54 +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.