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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
CC
76
Carlson Capital
Texas
$61M +$2.35M +9,447 +4%
CI Investments Inc
77
CI Investments Inc
Ontario, Canada
$58.8M -$16.6M -66,669 -21%
JIC
78
Johnson Investment Counsel
Ohio
$58.3M +$6.45M +25,945 +11%
AllianceBernstein
79
AllianceBernstein
Tennessee
$57.5M +$812K +3,264 +1%
SSA
80
Schonfeld Strategic Advisors
New York
$55.5M +$14.4M +57,814 +32%
CS
81
Credit Suisse
Switzerland
$55.4M -$86.6M -348,222 -59%
CVA
82
Ceredex Value Advisors
Florida
$54.4M +$9.84M +39,550 +20%
JP Morgan Chase
83
JP Morgan Chase
New York
$53.4M +$13.8M +55,452 +31%
BGIM
84
Boussard & Gavaudan Investment Management
United Kingdom
$53.2M -$11.9M -47,668 -17%
BSCM
85
Berry Street Capital Management
United Kingdom
$53.2M -$23.3M -93,750 -29%
CA
86
Cortland Associates
Missouri
$49.7M +$200K +804 +0.4%
RCMU
87
Rokos Capital Management (UK)
United Kingdom
$49.3M
SCC
88
Spring Creek Capital
Kansas
$47.8M +$19.3M +77,500 +59%
CWM
89
CIBC World Markets
New York
$45.7M -$12.7M -50,918 -20%
DLPIC
90
Davide Leone & Partners Investment Company
United Kingdom
$44.7M +$48.4M +194,502 New
SRC
91
Samson Rock Capital
United Kingdom
$44.2M +$47.8M +192,291 New
RhumbLine Advisers
92
RhumbLine Advisers
Massachusetts
$42.6M -$1.85M -7,429 -4%
Marshall Wace
93
Marshall Wace
United Kingdom
$41.8M +$4.85M +19,485 +12%
NSCM
94
New South Capital Management
Tennessee
$41.5M -$240K -964 -0.5%
ECP
95
Empyrean Capital Partners
California
$40.3M +$43.5M +175,000 New
BAMCO Inc
96
BAMCO Inc
New York
$39.4M -$23.9M -95,993 -36%
Qube Research & Technologies (QRT)
97
Qube Research & Technologies (QRT)
United Kingdom
$38.3M +$36.6M +147,097 +754%
State Board of Administration of Florida Retirement System
98
State Board of Administration of Florida Retirement System
Florida
$37M -$669K -2,690 -2%
Principal Financial Group
99
Principal Financial Group
Iowa
$36.8M +$903K +3,633 +2%
TEE
100
Tibra Equities Europe
United Kingdom
$35.7M +$1.27M +5,092 +3%

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.