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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
SFI
151
Susquehanna Fundamental Investments
Pennsylvania
$14.1M +$3.57M +14,339 +31%
Asset Management One
152
Asset Management One
Japan
$13.9M -$549K -2,207 -4%
Aberdeen Group
153
Aberdeen Group
United Kingdom
$13.3M -$528K -2,125 -4%
SAM
154
Storebrand Asset Management
Norway
$13M +$2.24M +9,014 +19%
GLAM
155
Gardner Lewis Asset Management
Pennsylvania
$12.8M
Ameriprise
156
Ameriprise
Minnesota
$12.2M -$21.8M -87,546 -62%
IP
157
Interval Partners
New York
$12.1M +$1.8M +7,252 +16%
RCM
158
Redwood Capital Management
New York
$12.1M +$13.1M +52,482 New
BCM
159
BCK Capital Management
Connecticut
$11.8M +$12.7M +51,101 New
Caisse de Depot et Placement du Quebec (CDPQ)
160
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$11.6M -$34M -136,743 -73%
GF
161
Gabelli Funds
New York
$11.6M -$124K -500 -1%
BC
162
Brookfield Corp
Ontario, Canada
$11.5M +$5.82M +23,401 +88%
AGC
163
Angelo Gordon & Co
New York
$11.5M -$5.65M -22,700 -31%
SM
164
Scoggin Management
New York
$11.5M +$12.4M +50,000 New
Verition Fund Management
165
Verition Fund Management
Connecticut
$11.3M +$5.43M +21,848 +80%
Retirement Systems of Alabama
166
Retirement Systems of Alabama
Alabama
$10.9M -$231K -927 -2%
Treasurer of the State of North Carolina
167
Treasurer of the State of North Carolina
North Carolina
$10.7M -$637K -2,560 -5%
Russell Investments Group
168
Russell Investments Group
United Kingdom
$10.4M +$269K +1,080 +2%
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$10.3M +$155K +623 +1%
TD Asset Management
170
TD Asset Management
Ontario, Canada
$10.2M -$25.3M -101,555 -67%
Mitsubishi UFJ Asset Management
171
Mitsubishi UFJ Asset Management
Japan
$10.2M +$1.49M +6,007 +16%
Royal London Asset Management
172
Royal London Asset Management
United Kingdom
$9.84M
BB
173
Busey Bank
Illinois
$9.77M +$305K +1,228 +3%
COPPSERS
174
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$9.68M +$698K +2,807 +7%
YCM
175
Yakira Capital Management
Connecticut
$9.58M +$124K +500 +1%

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.