Wellington Management Company LLP

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Wellington Management Company LLP
CRD #106595
SEC #801-15908
CIK #1633863
AUM $1,229.6 BB (89% Disc, 76% US, 2020-03-31)
Employees1,699 (34% Investors, 4% Brokers)
Phone617-951-5000
Address280 Congress Street
Boston, MA 02210
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
1610128896664432201999200620132021
Sector Issuer Cap ($MM) Value ($MM)
MSFT 1,376,930.0 7,115.1
UNH 279,670.0 6,854.8
BMY 136,490.0 6,478.0
VZ 224,690.0 6,388.3
MDT 130,200.0 6,136.9
JPM 291,970.0 5,440.5
LLY 141,520.0 5,077.7
MRK 195,010.0 4,921.1
BAC 210,640.0 4,617.3
CVX 174,190.0 4,377.1
View All
Holdings by Sector ($)
4153322491668302014201620182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF WMP Midstream and Energy Infrastructure Partners LP [2014-07-15] 4.7 4.4
HF WMP Unconstrained Global Agriculture Master Fund Cayman LP [2012-01-17] 5.9 0.0
HF Ithan Creek Partners II LP [2010-01-25] 69.7 75.0
Other Archipelago Strategies Cayman SPC 0.0
HF Diversified Inflation Strategies LP 0.0
HF Global Health Care Opportunity LP 10.2
HF Global Health Care Opportunity Ltd 115.9
HF Global Natural Resources III 65.4
HF Global Natural Resources III LP 9.7
SA Juniper CBO 1999-1 Ltd 0.0
View All
Fund Directors # Filings # Firms 2011 - 2020
Wellington Management Company LLP 53 3
Neil Medugno 36 2
Gregory Konzal 31 2
Perry Traquina 20 2
Brendan Swords 20 2
Phillip Perelmuter 19 2
Alan Brody 3 2
WMP Management Inc 2 2
WMP Management LLC 2 2
Related Firms State AUM ($BB)
Wellington Management Company LLP
MA 1,229.6
Wellington Management International Limited
121.9
Wellington Alternative Investments LLC
MA 46.5
Wellington Management Japan PTE Ltd
26.0
Wellington Management Singapore PTE Ltd
25.0
Wellington Management Hong Kong Limited
10.3
Wellington Funds US LLC
MA 3.1
Wellington Shields Capital Management LLC
NY 1.0
Wellington Consulting Services Inc
VA 0.9
Wellington Shields & Co LLC
NY 0.3
Wellington-Altus USA Inc
0.0
Comparable Firms State AUM ($BB)
MetLife Investment Management LLC
NJ 501.1
Teachers Advisors LLC
NY 394.6
Morgan Stanley Investment Management Inc
NY 382.3
BlackRock Investment Management LLC
NJ 314.9
Allianz Global Investors US LLC
NY 139.8
Metropolitan West Asset Management LLC
CA 123.5
Fort Washington Investment Advisors Inc
OH 62.5
TCW Asset Management Company LLC
CA 51.5
MIO Partners Inc
NY 33.2
William Blair & Company LLC
IL 33.0
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