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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
MBTD
276
Mechanics Bank - Trust Department
California
$4.28M +$771K +21,445 +24%
WBC
277
Westpac Banking Corp
Australia
$4.26M +$2.47M +68,600 +164%
Korea Investment Corp
278
Korea Investment Corp
South Korea
$4.22M +$97.1K +2,700 +3%
CCMG
279
Clark Capital Management Group
Pennsylvania
$4.15M -$745K -20,716 -16%
OPERF
280
Oregon Public Employees Retirement Fund
Oregon
$4.12M +$601K +16,700 +19%
WAM
281
World Asset Management
Michigan
$4.09M -$614K -17,073 -14%
PG
282
PEAK6 Group
Illinois
$4.04M -$1.65M -45,930 -30%
FWCM
283
First Western Capital Management
California
$3.99M +$3.72M +103,355 New
B
284
Baird
Wisconsin
$3.96M +$331K +9,214 +10%
LM
285
Luminus Management
Texas
$3.91M -$1.17M -32,600 -24%
GI
286
GLG Inc
New York
$3.86M
CM
287
Churchill Management
California
$3.79M +$480K +13,345 +16%
RMSCM
288
R.M. Sincerbeaux Capital Management
New York
$3.77M +$3.52M +97,800 New
FM
289
Family Management
New York
$3.73M +$206K +5,725 +6%
Canada Pension Plan Investment Board
290
Canada Pension Plan Investment Board
Ontario, Canada
$3.67M -$467K -12,992 -12%
NMERB
291
New Mexico Educational Retirement Board
New Mexico
$3.66M -$266K -7,400 -7%
EWM
292
Evercore Wealth Management
New York
$3.64M -$63.2K -1,756 -2%
IG
293
ING Group
Netherlands
$3.59M -$372K -10,336 -10%
ERSOT
294
Employees Retirement System of Texas
Texas
$3.59M -$2.94M -81,700 -47%
SRCM
295
Swift Run Capital Management
Virginia
$3.53M +$3.29M +91,425 New
SC
296
Scotia Capital
Ontario, Canada
$3.51M +$989K +27,500 +43%
FC
297
FCA Corp
Texas
$3.51M
FPCM
298
Financial Partners Capital Management
New York
$3.5M -$317K -8,824 -9%
YMRC
299
Yorktown Management & Research Company
Virginia
$3.45M +$2.19M +60,900 +213%
PLFAM
300
Pineno Levin & Ford Asset Management
Virginia
$3.4M +$50.5K +1,405 +2%

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.