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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
CA
76
Cortland Associates
Missouri
$64M +$1.61M +6,794 +3%
Ensign Peak Advisors
77
Ensign Peak Advisors
Utah
$63.1M +$38M +160,540 +153%
CI Investments Inc
78
CI Investments Inc
Ontario, Canada
$59.3M -$780K -3,297 -1%
PSAMP
79
P. Schoenfeld Asset Management (PSAM)
New York
$58.6M -$5.19M -21,928 -8%
CS
80
Credit Suisse
Switzerland
$56.4M +$5.65M +23,874 +11%
HSBC Holdings
81
HSBC Holdings
United Kingdom
$53M +$18.9M +79,853 +56%
SO
82
STRS Ohio
Ohio
$52M +$12.1M +51,000 +30%
Two Sigma Investments
83
Two Sigma Investments
New York
$49.6M +$5.99M +25,330 +14%
WA
84
Whitebox Advisors
Minnesota
$45.4M +$7.69M +32,484 +20%
Canada Pension Plan Investment Board
85
Canada Pension Plan Investment Board
Ontario, Canada
$45.2M +$45M +190,300 New
Russell Investments Group
86
Russell Investments Group
United Kingdom
$44.6M -$716K -3,027 -2%
Citigroup
87
Citigroup
New York
$44M -$154M -651,573 -78%
OCM
88
Oribel Capital Management
New York
$43M +$17M +71,900 +66%
RhumbLine Advisers
89
RhumbLine Advisers
Massachusetts
$42.4M -$280K -1,185 -0.7%
BAMCO Inc
90
BAMCO Inc
New York
$40.6M
Hudson Bay Capital Management
91
Hudson Bay Capital Management
Connecticut
$40.4M -$18.7M -79,078 -32%
SCM
92
Segantii Capital Management
Hong Kong
$40.1M +$9.76M +41,225 +32%
AllianceBernstein
93
AllianceBernstein
Tennessee
$39.2M -$1.91M -8,073 -5%
Wells Fargo
94
Wells Fargo
California
$39M -$26.2M -110,554 -40%
KBC Group
95
KBC Group
Belgium
$38.3M +$630K +2,661 +2%
LCM
96
Lakewood Capital Management
New York
$37.5M -$2.34M -9,870 -6%
Millennium Management
97
Millennium Management
New York
$37.4M -$256M -1,081,306 -87%
BNP Paribas Financial Markets
98
BNP Paribas Financial Markets
France
$37.3M -$55.5M -234,414 -60%
State Board of Administration of Florida Retirement System
99
State Board of Administration of Florida Retirement System
Florida
$36.7M -$651K -2,751 -2%
Principal Financial Group
100
Principal Financial Group
Iowa
$36M -$2.48M -10,469 -6%

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.