Willis Towers Watson
563 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, 190 increasing their positions, 177 reducing their positions, and 90 closing their positions.
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: 550 → 563 (+13)
7% more repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 177
1% less capital invested
Capital invested by funds: $27.3B → $27B (-$271M)
1.96% less ownership
Funds ownership: 91.95% → 89.99% (-2%)
11% less funds holding in top 10
Funds holding in top 10: 44 → 39 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
+$518M |
| 2 |
First Eagle Investment Management
New York
|
+$456M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$436M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$405M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$315M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$664M |
| 2 |
LP
Longview Partners
St Peter Port,
Guernsey
|
-$598M |
| 3 |
FCM
Farallon Capital Management
San Francisco,
California
|
-$468M |
| 4 |
Goldman Sachs
New York
|
-$462M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$451M |
WTW Hedge Fund Activity: Q3 2021 in Review
563 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q3 2021, worth a combined $27B — down 0.99% from $27.3B a quarter earlier.
Buyers outnumbered sellers: 109 funds opened new WTW positions and 90 closed out — a net gain of 19 holders — while 190 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.
- 563 institutional investors held Willis Towers Watson (WTW) as of Q3 2021, up from 550 in Q2 2021.
- Funds reported $27B of Willis Towers Watson stock for Q3 2021, down 0.99% 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.