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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
CIBC World Market
626
CIBC World Market
Ontario, Canada
-$265K -1,140 Closed
CCM
627
Carlson Capital Management
Minnesota
-$238K -1,022 Closed
Assenagon Asset Management
628
Assenagon Asset Management
Luxembourg
-$216K -930 Closed
1832 Asset Management
629
1832 Asset Management
Ontario, Canada
-$210K -912 Closed
Walleye Trading
630
Walleye Trading
New York
-$185K -782 Closed
FIA
631
FNY Investment Advisers
New York
-$152K -656 Closed
OSAM
632
O'Shaughnessy Asset Management
Connecticut
-$89K -385 Closed
WT
633
Washington Trust
Rhode Island
-$79K -338 Closed
CI
634
CX Institutional
Indiana
-$63K -270 Closed
ETC
635
Exchange Traded Concepts
Oklahoma
-$55K -237 Closed
ED
636
Exane Derivatives
France
-$43.7K -188 Closed
CA
637
Clearstead Advisors
Ohio
-$26K -112 Closed
CPC
638
Consolidated Planning Corp
Georgia
-$16K -70 Closed
RA
639
Resolute Advisors
California
-$5K -23 Closed
EWA
640
Evolution Wealth Advisors
Florida
-$5K -20 Closed
BC
641
Bartlett & Co
Ohio
-$4K -17 Closed
BCWM
642
Bartlett & Co Wealth Management
Ohio
-$3.96K -17 Closed
CWM
643
Cranbrook Wealth Management
Michigan
-$3K -15 Closed
CFD
644
Creative Financial Designs
Indiana
-$3K -15 Closed
WAM
645
Wolverine Asset Management
Illinois
-$2K -12 Closed
CFA
646
Carroll Financial Associates
North Carolina
-$237 -1 -20%
CSWM
647
Cassady Schiller Wealth Management
Ohio
+$237 +1 New
AA
648
Addison Advisors
Vermont
+$473 +2 New
CAL
649
Capital Advisors Ltd
Ohio
+$473 +2 New
CWM
650
Curi Wealth Management
North Carolina
+$710 +3 New

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.