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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
DMBA
451
Deseret Mutual Benefit Administrators
Utah
$248K
PFBT
452
Parkside Financial Bank & Trust
Missouri
$248K +$204K +864 +480%
TWM
453
Tradition Wealth Management
Minnesota
$241K
BC
454
Bridgefront Capital
Texas
$240K +$239K +1,012 New
PGFC
455
Peapack-Gladstone Financial Corp
New Jersey
$237K
CI
456
Conning Inc
Connecticut
$235K -$14.4K -61 -6%
DT
457
Diversified Trust
Tennessee
$234K -$95.8K -405 -29%
GAM
458
Garrison Asset Management
Arkansas
$221K
AWM
459
Apollon Wealth Management
South Carolina
$219K +$219K +925 New
HI
460
Horizon Investments
North Carolina
$217K +$216K +912 New
4WM
461
44 Wealth Management
Oregon
$215K +$214K +905 New
SOW
462
State of Wyoming
Wyoming
$214K +$176K +742 +467%
CAN
463
Cetera Advisor Networks
California
$213K +$212K +896 New
DU
464
Delphia (USA)
Ontario, Canada
$213K +$212K +897 New
IC
465
Inscription Capital
Texas
$210K
FFM
466
Forum Financial Management
Illinois
$210K +$210K +886 New
ST
467
Sentinel Trust
Texas
$209K +$208K +878 New
DCM
468
Dupont Capital Management
Delaware
$208K +$207K +876 New
MG
469
Mather Group
Illinois
$205K +$204K +864 New
EN1L
470
Engine No 1 LLC
California
$203K +$202K +853 New
SCM
471
Shelton Capital Management
Colorado
$200K +$199K +841 New
William Blair Investment Management
472
William Blair Investment Management
Illinois
$200K +$200K +844 New
TCWM
473
Total Clarity Wealth Management
Illinois
$198K
APF
474
Alaska Permanent Fund
Alaska
$175K +$177K +750 New
CCM
475
Copeland Capital Management
Pennsylvania
$163K +$137K +578 +540%

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.