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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
OC
301
Oppenheimer & Co
New York
$3.35M -$135K -3,761 -4%
MWAC
302
Mariner Wealth Advisors (Cincinnati)
Ohio
$3.3M +$2.38M +66,210 +340%
SIM
303
Sentry Investment Management
Wisconsin
$3.3M +$1.31M +36,500 +74%
QIM
304
Quantitative Investment Management
Virginia
$3.29M +$3.06M +85,200 New
Nomura Asset Management
305
Nomura Asset Management
Japan
$3.28M -$158K -4,400 -5%
CI
306
Cowen Inc
New York
$3.13M +$2.47M +68,600 +549%
SC
307
Skylands Capital
Wisconsin
$3.08M -$331K -9,200 -10%
Janus Henderson Group
308
Janus Henderson Group
United Kingdom
$3.08M
PSUF
309
People's United Financial
Connecticut
$3.06M +$400K +11,124 +16%
SGC
310
South Georgia Capital
Illinois
$3.02M +$2.81M +78,200 New
Schroder Investment Management Group
311
Schroder Investment Management Group
United Kingdom
$3M +$931K +25,878 +50%
GT
312
Glenmede Trust
Pennsylvania
$2.94M -$1.19K -33 -0%
SMDAM
313
Sumitomo Mitsui DS Asset Management
Japan
$2.92M -$288K -8,003 -10%
MOACM
314
Mutual of America Capital Management
New York
$2.9M +$128K +3,568 +5%
PA
315
Para Advisors
New York
$2.89M -$2.7M -75,000 -50%
AAM
316
Aberdeen Asset Management
United Kingdom
$2.85M
FMII
317
Farmers & Merchants Investments Inc
Nebraska
$2.85M +$328K +9,120 +14%
VNA
318
VNBTrust National Association
Virginia
$2.82M -$4.37M -121,395 -62%
GIA
319
Gateway Investment Advisers
Ohio
$2.81M -$64.7K -1,800 -2%
SLI
320
Sumitomo Life Insurance
Japan
$2.79M -$144K -4,003 -5%
PAM
321
Paradigm Asset Management
New York
$2.77M -$89.9K -2,500 -3%
Nordea Investment Management
322
Nordea Investment Management
Sweden
$2.75M +$124K +3,441 +5%
ST
323
Stifel Trust
Missouri
$2.74M -$135K -3,753 -5%
OCG
324
Opus Capital Group
Ohio
$2.67M +$2.16K +60 +0.1%
ZDA
325
Zweig-DiMenna Associates
New York
$2.64M

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.