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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
TC
601
TwinBeech Capital
New York
– -$4.42M -19,207 Closed
PP
602
Paloma Partners
Connecticut
– -$4.4M -19,113 Closed
VI
603
Versor Investments
New York
– -$4.3M -18,687 Closed
QT
604
Quantbot Technologies
New York
– -$4.21M -18,316 Closed
CCM
605
Crabel Capital Management
California
– -$3.73M -16,207 Closed
SCS
606
Syquant Capital SAS
France
– -$3.24M -14,100 Closed
OCM
607
Ovata Capital Management
Hong Kong
– -$3.19M -13,884 Closed
MWNA
608
Marshall Wace North America
New York
– -$3.13M -13,602 Closed
E
609
Ergoteles
New York
– -$2.97M -12,900 Closed
CII
610
Capital International Inc
California
– -$2.23M -9,671 Closed
CL
611
CSS LLC
Illinois
– -$2.09M -9,077 Closed
CI
612
Capital International
California
– -$1.92M -8,355 Closed
MAM
613
Miria Asset Management
Malta
– -$1.86M -8,100 Closed
BAS
614
Brown Advisory Securities
Maryland
– -$1.26M -5,486 Closed
OQS
615
Occudo Quantitative Strategies
Florida
– -$1.22M -5,297 Closed
XT
616
XTX Topco
Cayman Islands
– -$1.16M -5,046 Closed
BCA
617
Burren Capital Advisors
Gibraltar
– -$1.07M -4,635 Closed
EP
618
Edgestream Partners
New Jersey
– -$1.05M -4,566 Closed
BC
619
Bridgefront Capital
Texas
– -$1.04M -4,541 Closed
CIBC Private Wealth Group
620
CIBC Private Wealth Group
Georgia
– -$1.01M -4,410 Closed
QT
621
Quantamental Technologies
New York
– -$902K -3,921 Closed
CG
622
Cutler Group
California
– -$855K -3,720 Closed
O
623
Ossiam
France
– -$740K -3,592 Closed
MME
624
Meag Munich Ergo
Germany
– -$819K -3,561 Closed
B
625
BP
United Kingdom
– -$710K -3,085 Closed
22 23 24
25
26

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.