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Williams Companies

791 hedge funds and large institutions have $24.1B invested in Williams Companies in 2018 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 275 increasing their positions, 299 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $178M | Put options by funds: $136M

10% more funds holding in top 10

Funds holding in top 10: 4246 (+4)

1.68% more ownership

Funds ownership: 88.78%90.45% (+1.7%)

8% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 299

5% less funds holding

Funds holding: 837791 (-46)

17% less capital invested

Capital invested by funds: $29.2B → $24.1B (-$5.07B)

26% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 130

Holders
791
Holders Change
-46
Holders Change %
-5.5%
% of All Funds
17.62%
Holding in Top 10
46
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.52%
% of All Funds
1.02%
New
96
Increased
275
Reduced
299
Closed
130
Calls
$178M
Puts
$136M
Net Calls
+$42.1M
Net Calls Change
-$121M
Name Holding Trade Value Shares
Change
Change in
Stake
V
326
ValueWorks
New York
$1.76M -$1.21M -48,535 -38%
SMDAM
327
Sumitomo Mitsui DS Asset Management
Japan
$1.76M -$84.1K -3,363 -4%
VRS
328
Virginia Retirement Systems
Virginia
$1.75M +$1.98M +79,300 New
WBC
329
Westpac Banking Corp
Australia
$1.72M
IWP
330
Icon Wealth Partners
Texas
$1.69M -$174K -6,964 -8%
LTI
331
Laffer Tengler Investments
Tennessee
$1.66M
HWA
332
Heritage Wealth Advisors
Virginia
$1.66M +$23.3K +931 +1%
SLI
333
Sumitomo Life Insurance
Japan
$1.63M +$775K +30,996 +72%
UOTTAIMCU
334
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1.62M +$1.84M +73,508 New
DADC
335
D.A. Davidson & Co
Montana
$1.6M +$613K +24,497 +51%
FWIA
336
Fort Washington Investment Advisors
Ohio
$1.58M -$112K -4,488 -6%
PAG
337
Private Advisor Group
New Jersey
$1.57M +$184K +7,355 +11%
WAM
338
World Asset Management
Michigan
$1.56M -$71.5K -2,859 -4%
Nordea Investment Management
339
Nordea Investment Management
Sweden
$1.56M +$35.6K +1,425 +2%
SIM
340
Sentry Investment Management
Wisconsin
$1.56M -$183K -7,311 -9%
CB
341
Cadence Bank
Mississippi
$1.54M +$1.75M +70,086 New
MCM
342
Mengis Capital Management
Oregon
$1.53M -$189K -7,575 -10%
II
343
IFM Investors
Australia
$1.52M +$150K +6,010 +10%
SAM
344
Shell Asset Management
Netherlands
$1.5M -$941K -37,645 -36%
CIA
345
Capital Investment Advisors
Georgia
$1.5M +$12.1K +484 +0.7%
UR
346
USCA RIA
Texas
$1.45M -$96.8K -3,872 -6%
PI
347
PEAK6 Investments
Illinois
$1.43M +$1.62M +64,698 New
ECM
348
EagleClaw Capital Management
Massachusetts
$1.42M -$374K -14,957 -19%
LSERS
349
Louisiana State Employees Retirement System
Louisiana
$1.4M -$183K -7,300 -10%
BP
350
Ballentine Partners
Massachusetts
$1.39M -$1.13M -45,062 -42%

WMB Hedge Fund Activity: Q4 2018 in Review

791 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q4 2018, worth a combined $24.1B — down 17% from $29.2B a quarter earlier.

Sellers outnumbered buyers: 130 funds closed out of WMB and 96 opened new positions — a net loss of 34 holders — while 299 trimmed existing stakes and 275 added.

The largest buyer was Deutsche Bank, adding an estimated $310M. The largest seller was Goldman Sachs, cutting an estimated $178M.

  • 791 institutional investors held Williams Companies (WMB) as of Q4 2018, down from 837 in Q3 2018.
  • Funds reported $24.1B of Williams Companies stock for Q4 2018, down 17% quarter-over-quarter.
  • 96 funds opened new Williams Companies positions in Q4 2018 and 130 closed out, a net change of -34 holders.
  • The largest Williams Companies buyer in Q4 2018 was Deutsche Bank, an estimated $310M added.
  • The largest Williams Companies seller in Q4 2018 was Goldman Sachs, an estimated $178M sold.

Based on aggregated 13F filings for Q4 2018.