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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.16B +$23.8M +95,609 +0.7%
BlackRock
2
BlackRock
New York
$2.01B -$37.9M -152,495 -2%
State Street
3
State Street
Massachusetts
$1.46B +$1.4M +5,623 +0.1%
Citigroup
4
Citigroup
New York
$879M +$227M +913,144 +31%
FCM
5
Farallon Capital Management
California
$799M +$87.2M +350,460 +11%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$704M +$35.4M +142,168 +5%
First Eagle Investment Management
7
First Eagle Investment Management
New York
$621M +$76.8M +308,717 +13%
Goldman Sachs
8
Goldman Sachs
New York
$615M +$82M +329,836 +14%
Norges Bank
9
Norges Bank
Norway
$614M -$35M -140,912 -5%
DKCM
10
Davidson Kempner Capital Management
New York
$600M +$202M +811,539 +45%
LP
11
Longview Partners
Guernsey
$598M -$269M -1,081,097 -29%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$564M +$13.3M +53,458 +2%
Eagle Capital Management (New York)
13
Eagle Capital Management (New York)
New York
$495M +$39M +156,792 +8%
Capital World Investors
14
Capital World Investors
California
$451M -$3.89M -15,635 -0.8%
BG
15
Baupost Group
Massachusetts
$435M -$151M -608,474 -24%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$430M +$10.3M +41,363 +2%
Barclays
17
Barclays
United Kingdom
$427M +$20M +80,316 +5%
Franklin Resources
18
Franklin Resources
California
$426M +$62.9M +252,904 +16%
CCM
19
Cantillon Capital Management
New York
$390M -$24.7M -99,298 -6%
Adage Capital Partners
20
Adage Capital Partners
Massachusetts
$368M +$119M +476,600 +42%
LCM
21
Laurion Capital Management
New York
$308M +$209M +841,676 +169%
Northern Trust
22
Northern Trust
Illinois
$305M -$7.97M -32,029 -2%
Millennium Management
23
Millennium Management
New York
$288M +$33.4M +134,418 +12%
WCMNY
24
Westchester Capital Management (New York)
New York
$275M +$31.1M +125,056 +12%
ACM
25
Abrams Capital Management
Massachusetts
$252M

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.