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Willis Towers Watson
WTW

562 hedge funds and large institutions have $27B invested in Willis Towers Watson in 2021 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 189 increasing their positions, 177 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more call options, than puts

Call options by funds: $400M | Put options by funds: $113M

21% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 90

2% more funds holding

Funds holding: 549 → 562 (+13)

7% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 177

0% less capital invested

Capital invested by funds: $27.1B → $27B (-$120M)

2.01% less ownership

Funds ownership: 92% → 89.99% (-2%)

11% less funds holding in top 10

Funds holding in top 10: 44 → 39 (-5)

Holders
562
Holders Change
+13
Holders Change %
+2.37%
% of All Funds
9.84%
Holding in Top 10
39
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.36%
% of All Funds
0.68%
New
109
Increased
189
Reduced
177
Closed
90
Calls
$400M
Puts
$113M
Net Calls
+$287M
Net Calls Change
+$258M

Top Buyers

1
EIG
EdgePoint Investment Group
Ontario, Canada
+$518M
2
First Eagle Investment Management
First Eagle Investment Management
New York
+$456M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$436M
4
UBS Group
UBS Group
Switzerland
+$405M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$315M

Top Sellers

1
Citigroup
Citigroup
New York
-$664M
2
LP
Longview Partners
Guernsey
-$598M
3
FCM
Farallon Capital Management
California
-$468M
4
Goldman Sachs
Goldman Sachs
New York
-$462M
5
Capital World Investors
Capital World Investors
California
-$451M
Name Holding Trade Value Shares
Change 		Change in
Stake
ProShare Advisors
201
ProShare Advisors
Maryland
$7.11M +$285K +1,281 +4%
KPF
202
K2 Principal Fund
Ontario, Canada
$7.04M +$668K +3,000 +11%
DAM
203
DLD Asset Management
New York
$6.97M +$2.18M +9,783 +48%
MIM
204
MetLife Investment Management
New Jersey
$6.78M -$169K -758 -3%
WMSA
205
Weiss Multi-Strategy Advisers
New York
$6.64M -$26.1M -117,033 -80%
UIM
206
USS Investment Management
United Kingdom
$6.62M +$6.34M +28,483 New
WG
207
Winton Group
United Kingdom
$6.59M +$5.74M +25,802 +1,005%
AAF
208
Andra AP-fonden
Sweden
$6.32M -$445K -2,000 -7%
Squarepoint
209
Squarepoint
New York
$6.27M -$10.5M -47,098 -64%
Vontobel Holding
210
Vontobel Holding
Switzerland
$6.19M +$5.46M +24,527 +1,173%
GCC
211
Game Creek Capital
Massachusetts
$6.1M +$5.84M +26,250 New
GIBU
212
Gulf International Bank (UK)
United Kingdom
$6.08M -$81.9K -368 -1%
HA
213
Havens Advisors
New York
$6.04M -$3.12M -14,000 -35%
DWM
214
Dorchester Wealth Management
Quebec, Canada
$6.04M +$5.79M +25,989 New
Envestnet Asset Management
215
Envestnet Asset Management
Illinois
$6.04M +$1.74M +7,827 +43%
Nomura Asset Management
216
Nomura Asset Management
Japan
$6.01M +$255K +1,147 +5%
PLFAM
217
Pineno Levin & Ford Asset Management
Virginia
$5.96M +$57.2K +257 +1%
AQR Capital Management
218
AQR Capital Management
Connecticut
$5.93M +$4.55M +20,428 +386%
Korea Investment Corp
219
Korea Investment Corp
South Korea
$5.72M -$10.1M -45,200 -65%
BCIM
220
British Columbia Investment Management
British Columbia, Canada
$5.54M -$8.24K -37 -0.2%
URS
221
Utah Retirement Systems
Utah
$5.42M -$289K -1,300 -5%
APG Asset Management
222
APG Asset Management
Netherlands
$5.29M +$3.23M +14,500 +122%
Public Employees Retirement Association of Colorado
223
Public Employees Retirement Association of Colorado
Colorado
$5.28M -$8.9K -40 -0.2%
State of Tennessee, Department of Treasury
224
State of Tennessee, Department of Treasury
Tennessee
$5.07M -$263K -1,181 -5%
SVC
225
Strycker View Capital
New York
$4.97M +$4.76M +21,368 New
7 8
9
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WTW Hedge Fund Activity: Q3 2021 in Review

562 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q3 2021, worth a combined $27B — down 0.44% from $27.1B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new WTW positions and 90 closed out — a net gain of 19 holders — while 189 added to existing stakes and 177 trimmed.

The largest buyer was EdgePoint Investment Group, opening a new position worth an estimated $518M. The largest seller was Citigroup, cutting an estimated $664M.

  • 562 institutional investors held Willis Towers Watson (WTW) as of Q3 2021, up from 549 in Q2 2021.
  • Funds reported $27B of Willis Towers Watson stock for Q3 2021, down 0.44% quarter-over-quarter.
  • 109 funds opened new Willis Towers Watson positions in Q3 2021 and 90 closed out, a net change of +19 holders.
  • The largest Willis Towers Watson buyer in Q3 2021 was EdgePoint Investment Group, an estimated $518M added.
  • The largest Willis Towers Watson seller in Q3 2021 was Citigroup, an estimated $664M sold.

Based on aggregated 13F filings for Q3 2021.