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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
HIA
501
Harbor Investment Advisory
Maryland
$22K – – –
FMII
502
Farmers & Merchants Investments Inc
Nebraska
$20K – – –
TFIPS
503
Towarzystwo Funduszy Inwestycyjnych PZU SA
$18.6K – – –
Optiver Holding
504
Optiver Holding
Netherlands
$18K +$16.9K +76 New
CCM
505
Cribstone Capital Management
Maine
$17K – – –
HCM
506
Highlander Capital Management
New Jersey
$17K – – –
SWA
507
SOA Wealth Advisors
New York
$16K -$2K -9 -11%
EARNEST Partners
508
EARNEST Partners
Georgia
$16K – – –
CPC
509
Consolidated Planning Corp
Georgia
$16K +$15.6K +70 New
JWM
510
Janiczek Wealth Management
Colorado
$14K -$4.9K -22 -27%
TFO
511
Tarbox Family Office
California
$14K -$1.11K -5 -8%
MPWT
512
MassMutual Private Wealth & Trust
Connecticut
$14K +$6.46K +29 +91%
SWM
513
Spire Wealth Management
Virginia
$13K – – –
AF
514
Allworth Financial
California
$13K +$12K +54 New
TWA
515
TCI Wealth Advisors
Arizona
$12K +$3.12K +14 +38%
SC
516
SouthState Corp
Florida
$12K +$11.1K +50 New
FF
517
FourThought Financial
Florida
$11K +$11.1K +50 New
PCG
518
Private Capital Group
Connecticut
$10K -$1.56K -7 -15%
AFS
519
Annapolis Financial Services
Maryland
$10K – – –
HR
520
Howe & Rusling
New York
$9K -$1.56K -7 -16%
ZB
521
Zions Bancorporation
Utah
$9K -$1.34K -6 -14%
GAM
522
Gemmer Asset Management
California
$9K – – –
MCM
523
MV Capital Management
Maryland
$7K +$2.67K +12 +67%
ACA
524
Atlas Capital Advisors
Wyoming
$6.74K +$4.45K +20 +222%
AF
525
Advisornet Financial
Minnesota
$6K – – –
19 20
21
22 23

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.