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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
IAS
551
IMA Advisory Services
Colorado
$3K
MA
552
MCF Advisors
Kentucky
$3K
VCM
553
Versant Capital Management
Arizona
$3K
HWM
554
HighMark Wealth Management
Minnesota
$3K +$473 +2 +22%
SWA
555
Sutton Wealth Advisors
Florida
$2.38K
EW
556
Evoke Wealth
California
$2K
TF
557
Tompkins Financial
New York
$2K
C
558
Covestor
United Kingdom
$2K +$1.66K +7 New
LWA
559
Lenox Wealth Advisors
New York
$2K +$2.13K +9 New
APA
560
American Portfolios Advisors
New York
$1.66K -$473 -2 -22%
HI
561
Harbour Investments
Wisconsin
$1K -$23.7K -100 -97%
CWC
562
Carolinas Wealth Consulting
North Carolina
$1K
HPC
563
HM Payson & Co
Maine
$1K
NFG
564
Next Financial Group
Texas
$1K +$237 +1 +33%
PFGIA
565
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$237 +1 +50%
CA
566
CoreCap Advisors
Michigan
$1K +$710 +3 New
NFSG
567
Newbridge Financial Services Group
Florida
$1K +$710 +3 New
CCA
568
Column Capital Advisors
Indiana
$1K +$947 +4 New
SFM
569
Signet Financial Management
New Jersey
$1K +$947 +4 New
SC
570
Sierra Capital
Florida
$1K +$1.18K +5 New
CAC
571
Core Alternative Capital
Georgia
$1K +$1.42K +6 New
SCA
572
Snowden Capital Advisors
New York
$1K +$1.42K +6 New
BBHC
573
Brown Brothers Harriman & Co
New York
$566
WA
574
WestEnd Advisors
North Carolina
$237 +$237 +1 New
FCM
575
Farallon Capital Management
California
-$319M -1,373,000 Closed

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.