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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$285M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$151M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$144M |
| 4 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
+$103M |
| 5 |
State Street
Boston,
Massachusetts
|
+$97.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$258M |
| 2 |
TCA
Tortoise Capital Advisors
Overland Park,
Kansas
|
-$231M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$227M |
| 4 |
GCM
Glenview Capital Management
New York
|
-$186M |
| 5 |
KACA
Kayne Anderson Capital Advisors
Los Angeles,
California
|
-$147M |
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.