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Williams Companies
WMB

792 hedge funds and large institutions have $14.8B invested in Williams Companies in 2020 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 312 increasing their positions, 293 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $105M | Put options by funds: $69.7M

6% more funds holding in top 10

Funds holding in top 10: 31 → 33 (+2)

6% more repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 293

1.19% less ownership

Funds ownership: 87.22% → 86.04% (-1.2%)

6% less funds holding

Funds holding: 842 → 792 (-50)

32% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 125

41% less capital invested

Capital invested by funds: $25.1B → $14.8B (-$10.3B)

Holders
792
Holders Change
-50
Holders Change %
-5.94%
% of All Funds
17.45%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.73%
New
85
Increased
312
Reduced
293
Closed
125
Calls
$105M
Puts
$69.7M
Net Calls
+$35.2M
Net Calls Change
-$69.8M

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$285M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$151M
3
Deutsche Bank
Deutsche Bank
Germany
+$144M
4
SAM
Southeastern Asset Management
Tennessee
+$103M
5
State Street
State Street
Massachusetts
+$97.4M

Top Sellers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
-$258M
2
TCA
Tortoise Capital Advisors
Kansas
-$231M
3
Capital World Investors
Capital World Investors
California
-$227M
4
GCM
Glenview Capital Management
New York
-$186M
5
KACA
Kayne Anderson Capital Advisors
California
-$147M
Name Holding Trade Value Shares
Change 		Change in
Stake
AB
251
Amalgamated Bank
New York
$2.48M -$128K -6,602 -4%
EAM
252
Eagle Asset Management
Florida
$2.46M – – –
QI
253
QS Investors
New York
$2.45M +$449K +23,200 +15%
MSA
254
Mason Street Advisors
Wisconsin
$2.45M – – –
VanEck Associates
255
VanEck Associates
New York
$2.41M -$165K -8,523 -5%
PCM
256
Pentwater Capital Management
Florida
$2.41M – – –
BRWM
257
B. Riley Wealth Management
Tennessee
$2.35M +$2.24M +115,602 +228%
ECM
258
ETrade Capital Management
Virginia
$2.32M +$1.08M +55,653 +51%
PI
259
PineBridge Investments
New York
$2.29M -$3.4M -175,491 -52%
SEI Investments
260
SEI Investments
Pennsylvania
$2.29M -$6.47M -333,946 -67%
HI
261
Horizon Investments
North Carolina
$2.28M +$2.57M +132,712 +469%
NAM
262
Nissay Asset Management
Japan
$2.27M +$148K +7,634 +5%
DekaBank Deutsche Girozentrale
263
DekaBank Deutsche Girozentrale
Germany
$2.24M +$355K +18,354 +13%
IA
264
Icon Advisers
Colorado
$2.24M +$573K +29,600 +23%
PH
265
Pinnacle Holdings
Oklahoma
$2.22M -$75.2K -3,883 -2%
OA
266
Oxbow Advisors
Texas
$2.21M – – –
CCM
267
Cohen Capital Management
California
$2.21M +$8.52K +440 +0.3%
CIC
268
Canal Insurance Company
South Carolina
$2.13M – – –
CSS
269
Cubist Systematic Strategies
Connecticut
$2.08M +$201K +10,384 +8%
HKAM
270
Horizon Kinetics Asset Management
New York
$2.08M +$32.7K +1,690 +1%
AP
271
Americana Partners
Texas
$2.07M +$162K +8,367 +6%
IMPI
272
Ilmarinen Mutual Pension Insurance
Finland
$2.04M -$1.16M -60,000 -29%
DnB Asset Management
273
DnB Asset Management
Norway
$2.03M -$397K -20,494 -13%
AACR
274
ACR Alpine Capital Research
Missouri
$2.02M +$2.77M +143,000 New
CVSC
275
C.V. Starr & Co
New York
$2M – – –
9 10
11
12 13

WMB Hedge Fund Activity: Q1 2020 in Review

792 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q1 2020, worth a combined $14.8B — down 41% from $25.1B a quarter earlier.

Sellers outnumbered buyers: 125 funds closed out of WMB and 85 opened new positions — a net loss of 40 holders — while 293 trimmed existing stakes and 312 added.

The largest buyer was Capital Research Global Investors, adding an estimated $285M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $258M sold.

  • 792 institutional investors held Williams Companies (WMB) as of Q1 2020, down from 842 in Q4 2019.
  • Funds reported $14.8B of Williams Companies stock for Q1 2020, down 41% quarter-over-quarter.
  • 85 funds opened new Williams Companies positions in Q1 2020 and 125 closed out, a net change of -40 holders.
  • The largest Williams Companies buyer in Q1 2020 was Capital Research Global Investors, an estimated $285M added.
  • The largest Williams Companies seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $258M sold.

Based on aggregated 13F filings for Q1 2020.