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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
AFS
526
Annapolis Financial Services
Maryland
$10K
PCG
527
Private Capital Group
Connecticut
$10K
FHA
528
First Horizon Advisors
Tennessee
$9K -$15.4K -65 -60%
GAM
529
Gemmer Asset Management
California
$9K
MGIM
530
M&G Investment Management
United Kingdom
$8.64K +$4.96M +20,966 +135%
CA
531
Cornerstone Advisory
Maryland
$8K +$7.1K +30 New
ACA
532
Atlas Capital Advisors
Wyoming
$6.89K
AF
533
Advisornet Financial
Minnesota
$6K
BIA
534
Bell Investment Advisors
California
$6K
FMP
535
Financial Management Professionals
Texas
$6K
PWMG
536
Prestige Wealth Management Group
New Jersey
$6K
SBL
537
Sargent Bickham Lagudis
Colorado
$6K
ST
538
Smithfield Trust
Pennsylvania
$6K
AP
539
Arlington Partners
Alabama
$6K +$5.92K +25 New
MPWT
540
MassMutual Private Wealth & Trust
Connecticut
$5K -$9.7K -41 -67%
IFAM
541
Institutional & Family Asset Management
Colorado
$5K
WTC
542
WhitTier Trust Company
Nevada
$5K
FAG
543
Fortitude Advisory Group
Washington
$5K +$4.73K +20 New
TWC
544
TD Waterhouse Canada
Ontario, Canada
$4.06K +$4.02K +17 New
FPS
545
Fieldpoint Private Securities
Connecticut
$4K
SC
546
Schubert & Co
Texas
$4K +$3.55K +15 New
JWA
547
JFS Wealth Advisors
Pennsylvania
$4K +$3.79K +16 New
QC
548
Quent Capital
New York
$4K +$4.02K +17 New
WPA
549
West Paces Advisors
Georgia
$3.56K
VRS
550
Virginia Retirement Systems
Virginia
$3.3K

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.