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Willis Towers Watson

549 hedge funds and large institutions have $27.1B invested in Willis Towers Watson in 2021 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 178 increasing their positions, 212 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 50

14% more call options, than puts

Call options by funds: $241M | Put options by funds: $211M

1% more funds holding

Funds holding: 544549 (+5)

1% less capital invested

Capital invested by funds: $27.5B → $27.1B (-$351M)

1.17% less ownership

Funds ownership: 93.17%92% (-1.2%)

4% less funds holding in top 10

Funds holding in top 10: 4644 (-2)

16% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 212

Holders
549
Holders Change
+5
Holders Change %
+0.92%
% of All Funds
9.56%
Holding in Top 10
44
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.35%
% of All Funds
0.77%
New
60
Increased
178
Reduced
212
Closed
50
Calls
$241M
Puts
$211M
Net Calls
+$29.3M
Net Calls Change
-$7.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
51
Two Sigma Investments
New York
$105M -$55.3M -222,422 -33%
Boston Partners
52
Boston Partners
Massachusetts
$104M +$2.17M +8,708 +2%
Fidelity International
53
Fidelity International
Bermuda
$98.4M -$32.2M -129,511 -23%
WIC
54
Water Island Capital
New York
$98.3M +$2.64M +10,628 +3%
Two Sigma Advisers
55
Two Sigma Advisers
New York
$98.3M +$9.08M +36,500 +9%
Capital Research Global Investors
56
Capital Research Global Investors
California
$97.6M +$26.4K +106 +0%
State of Wisconsin Investment Board
57
State of Wisconsin Investment Board
Wisconsin
$95.7M -$45.7M -183,655 -31%
Janus Henderson Group
58
Janus Henderson Group
United Kingdom
$87.6M -$80.4M -323,157 -46%
Bank of America
59
Bank of America
North Carolina
$85M +$7.45M +29,952 +9%
SG Americas Securities
60
SG Americas Securities
New York
$82.8M -$131M -528,666 -60%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$82.5M +$74.4M +298,975 +512%
BAM
62
Burgundy Asset Management
Ontario, Canada
$81.5M -$3.29M -13,224 -4%
AWG
63
Alpha Wave Global
New York
$76.5M +$82.7M +332,667 New
CIC
64
Crawford Investment Counsel
Georgia
$75.3M +$3.27M +13,158 +4%
PPA
65
Parametric Portfolio Associates
Washington
$74.8M +$2.14M +8,608 +3%
Alyeska Investment Group
66
Alyeska Investment Group
Illinois
$74.8M +$18.7M +75,000 +30%
Aviva
67
Aviva
United Kingdom
$74M +$4.82M +19,401 +6%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$69.4M +$1.83M +7,351 +2%
SC
69
Sculptor Capital
New York
$69.3M +$74.9M +301,324 New
HHGC
70
Hunting Hill Global Capital
New York
$68.4M +$5M +20,092 +7%
PSAMP
71
P. Schoenfeld Asset Management (PSAM)
New York
$66.1M +$33.8M +136,000 +90%
PCM
72
Prana Capital Management
Connecticut
$66M +$27.9M +112,027 +64%
OPU
73
Omni Partners US
California
$64.3M +$69.5M +279,651 New
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$63.7M -$2.28M -9,164 -3%
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$63.6M +$6.86M +27,603 +11%

WTW Hedge Fund Activity: Q2 2021 in Review

549 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q2 2021, worth a combined $27.1B — down 1.3% from $27.5B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new WTW positions and 50 closed out — a net gain of 10 holders — while 178 added to existing stakes and 212 trimmed.

The largest buyer was Citigroup, adding an estimated $227M. The largest seller was T. Rowe Price Associates, cutting an estimated $436M.

  • 549 institutional investors held Willis Towers Watson (WTW) as of Q2 2021, up from 544 in Q1 2021.
  • Funds reported $27.1B of Willis Towers Watson stock for Q2 2021, down 1.3% quarter-over-quarter.
  • 60 funds opened new Willis Towers Watson positions in Q2 2021 and 50 closed out, a net change of +10 holders.
  • The largest Willis Towers Watson buyer in Q2 2021 was Citigroup, an estimated $227M added.
  • The largest Willis Towers Watson seller in Q2 2021 was T. Rowe Price Associates, an estimated $436M sold.

Based on aggregated 13F filings for Q2 2021.