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Williams Companies

669 hedge funds and large institutions have $21.6B invested in Williams Companies in 2013 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 258 increasing their positions, 223 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

341% more call options, than puts

Call options by funds: $1.54B | Put options by funds: $348M

69% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 51

18% more funds holding in top 10

Funds holding in top 10: 3339 (+6)

16% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 223

5% more funds holding

Funds holding: 640669 (+29)

0.65% less ownership

Funds ownership: 82.21%81.56% (-0.65%)

28% less capital invested

Capital invested by funds: $30.1B → $21.6B (-$8.46B)

Holders
669
Holders Change
+29
Holders Change %
+4.53%
% of All Funds
19.41%
Holding in Top 10
39
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+18.18%
% of All Funds
1.13%
New
86
Increased
258
Reduced
223
Closed
51
Calls
$1.54B
Puts
$348M
Net Calls
+$1.19B
Net Calls Change
-$526M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
251
Cullinan Associates
Kentucky
$5.09M +$140K +3,900 +3%
OTPPB
252
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.08M -$993K -27,610 -17%
LPL Financial
253
LPL Financial
California
$5.08M +$223K +6,209 +5%
CAI
254
Capital Advisors Inc
Oklahoma
$5.07M +$381K +10,598 +9%
OI
255
Oakbrook Investments
Illinois
$5.03M -$208K -5,775 -4%
DILH
256
Dai-ichi Life Holdings
Japan
$5.01M
TAM
257
TPH Asset Management
Texas
$4.98M -$975K -27,111 -17%
TAM
258
Tocqueville Asset Management
New York
$4.96M +$2.42M +67,294 +110%
1IC
259
1919 Investment Counsel
Maryland
$4.92M +$688K +19,120 +18%
PI
260
Putnam Investments
Massachusetts
$4.87M +$3.59M +99,853 +379%
RAM
261
Roanoke Asset Management
New Jersey
$4.85M +$611 +17 +0%
CII
262
CR Intrinsic Investors
Connecticut
$4.82M +$4.5M +125,000 New
Mitsubishi UFJ Asset Management
263
Mitsubishi UFJ Asset Management
Japan
$4.8M -$1.16M -32,153 -20%
HMC
264
Harvard Management Company
Massachusetts
$4.71M
URS
265
Utah Retirement Systems
Utah
$4.7M
Janney Montgomery Scott
266
Janney Montgomery Scott
Pennsylvania
$4.68M +$220K +6,123 +5%
STC
267
SEI Trust Company
Pennsylvania
$4.65M +$1.49M +41,493 +52%
FNF
268
Fidelity National Financial
Florida
$4.59M
CIBC Asset Management
269
CIBC Asset Management
Ontario, Canada
$4.52M +$1.59M +44,115 +60%
State of Tennessee, Department of Treasury
270
State of Tennessee, Department of Treasury
Tennessee
$4.48M -$162K -4,500 -4%
Truist Financial
271
Truist Financial
North Carolina
$4.45M +$230K +6,397 +6%
SAM
272
Shell Asset Management
Netherlands
$4.41M -$1.97M -54,715 -32%
RFS
273
Rockefeller Financial Services
New York
$4.31M -$1.48M -41,042 -27%
TRSOTSOK
274
Teachers Retirement System of the State of Kentucky
Kentucky
$4.29M -$155K -4,300 -4%
AWA
275
ARS Wealth Advisors
Florida
$4.29M +$4M +111,340 New

WMB Hedge Fund Activity: Q4 2013 in Review

669 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q4 2013, worth a combined $21.6B — down 28% from $30.1B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new WMB positions and 51 closed out — a net gain of 35 holders — while 258 added to existing stakes and 223 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $343M. The largest seller was JP Morgan Chase, cutting an estimated $342M.

  • 669 institutional investors held Williams Companies (WMB) as of Q4 2013, up from 640 in Q3 2013.
  • Funds reported $21.6B of Williams Companies stock for Q4 2013, down 28% quarter-over-quarter.
  • 86 funds opened new Williams Companies positions in Q4 2013 and 51 closed out, a net change of +35 holders.
  • The largest Williams Companies buyer in Q4 2013 was Morgan Stanley, an estimated $343M added.
  • The largest Williams Companies seller in Q4 2013 was JP Morgan Chase, an estimated $342M sold.

Based on aggregated 13F filings for Q4 2013.