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Williams Companies

722 hedge funds and large institutions have $17.7B invested in Williams Companies in 2018 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 269 increasing their positions, 249 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $160M | Put options by funds: $88M

8% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 249

2% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 88

0.49% less ownership

Funds ownership: 86.61%86.13% (-0.49%)

1% less funds holding

Funds holding: 731722 (-9)

19% less capital invested

Capital invested by funds: $21.8B → $17.7B (-$4.11B)

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

Holders
722
Holders Change
-9
Holders Change %
-1.23%
% of All Funds
16.55%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.34%
New
90
Increased
269
Reduced
249
Closed
88
Calls
$160M
Puts
$88M
Net Calls
+$71.7M
Net Calls Change
-$55.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BBA
326
BLB&B Advisors
Pennsylvania
$1.58M +$47.7K +1,615 +3%
CC
327
Cipher Capital
New York
$1.58M +$1.87M +63,455 New
KBC Group
328
KBC Group
Belgium
$1.55M -$6.73M -228,053 -79%
Axa
329
Axa
France
$1.52M -$419K -14,183 -19%
M&T Bank
330
M&T Bank
New York
$1.52M +$18.9K +642 +1%
WBC
331
Westpac Banking Corp
Australia
$1.5M
CPIG
332
Chicago Partners Investment Group
Illinois
$1.49M -$485K -16,441 -22%
Creative Planning
333
Creative Planning
Kansas
$1.48M -$128K -4,325 -7%
SIM
334
Sentry Investment Management
Wisconsin
$1.48M -$168K -5,697 -9%
AIMCA
335
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.47M -$1.51M -51,100 -46%
SMDAM
336
Sumitomo Mitsui DS Asset Management
Japan
$1.46M -$31.2K -1,058 -2%
Robeco Institutional Asset Management
337
Robeco Institutional Asset Management
Netherlands
$1.45M -$2.3M -77,886 -57%
HCM
338
Highbridge Capital Management
New York
$1.42M +$1.69M +57,144 New
OMCS
339
Old Mutual Customised Solutions
South Africa
$1.41M +$177K +6,000 +12%
GT
340
Glenmede Trust
Pennsylvania
$1.4M
PA
341
Profund Advisors
Maryland
$1.39M -$293K -9,917 -15%
Brown Advisory
342
Brown Advisory
Maryland
$1.38M -$1.75M -59,152 -52%
KIA
343
KCM Investment Advisors
California
$1.38M -$273K -9,250 -14%
CGH
344
Crossmark Global Holdings
Texas
$1.38M -$160K -5,409 -9%
SAM
345
Shell Asset Management
Netherlands
$1.37M
LTFS
346
Ladenburg Thalmann Financial Services
Florida
$1.29M -$44.2K -1,498 -3%
WAM
347
World Asset Management
Michigan
$1.28M -$550K -18,623 -26%
SCA
348
Secor Capital Advisors
New York
$1.28M +$1.52M +51,506 New
CIA
349
Capital Investment Advisors
Georgia
$1.26M +$72.7K +2,463 +5%
LSERS
350
Louisiana State Employees Retirement System
Louisiana
$1.25M +$11.8K +400 +0.8%

WMB Hedge Fund Activity: Q1 2018 in Review

722 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q1 2018, worth a combined $17.7B — down 19% from $21.8B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new WMB positions and 88 closed out — a net gain of 2 holders — while 269 added to existing stakes and 249 trimmed.

The largest buyer was BlackRock, adding an estimated $306M. The largest seller was Fidelity Investments, cutting an estimated $500M.

  • 722 institutional investors held Williams Companies (WMB) as of Q1 2018, down from 731 in Q4 2017.
  • Funds reported $17.7B of Williams Companies stock for Q1 2018, down 19% quarter-over-quarter.
  • 90 funds opened new Williams Companies positions in Q1 2018 and 88 closed out, a net change of +2 holders.
  • The largest Williams Companies buyer in Q1 2018 was BlackRock, an estimated $306M added.
  • The largest Williams Companies seller in Q1 2018 was Fidelity Investments, an estimated $500M sold.

Based on aggregated 13F filings for Q1 2018.