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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
LA
351
Libra Advisors
New York
$2.13M +$1.98M +55,134 New
LSERS
352
Louisiana State Employees Retirement System
Louisiana
$2.12M +$1.98M +55,000 New
ATC
353
Argent Trust Company
Louisiana
$2.1M +$160K +4,450 +9%
RIM
354
Regent Investment Management
Kentucky
$2.1M -$64.7K -1,800 -3%
PA
355
Pinnacle Associates
New York
$2.1M +$50.2K +1,396 +3%
PAM
356
Panagora Asset Management
Massachusetts
$2.04M -$5.36M -149,107 -74%
Brown Advisory
357
Brown Advisory
Maryland
$2.01M +$131K +3,650 +8%
TMAM
358
Tokio Marine Asset Management
Japan
$2M -$269K -7,492 -13%
BIM
359
Beach Investment Management
Pennsylvania
$1.96M
PL
360
Parkwood LLC
Ohio
$1.95M +$1.82M +50,507 New
AIM
361
Acuity Investment Management
Ontario, Canada
$1.93M +$1.8M +50,000 New
NSEDCP
362
NJ State Employees Deferred Compensation Plan
New Jersey
$1.93M
SAM
363
Sentinel Asset Management
Vermont
$1.93M
Axa
364
Axa
France
$1.91M
Creative Planning
365
Creative Planning
Kansas
$1.9M +$392K +10,907 +29%
Mirae Asset Global Investments
366
Mirae Asset Global Investments
South Korea
$1.88M +$186K +5,182 +12%
BPBT
367
Boston Private Bank & Trust
Massachusetts
$1.88M +$236K +6,571 +16%
MAM
368
Mizuho Asset Management
Japan
$1.82M -$233K -6,470 -12%
LCM
369
Lucas Capital Management
New Jersey
$1.8M -$3.96M -110,073 -70%
AssetMark Inc
370
AssetMark Inc
California
$1.8M -$26.7K -743 -2%
DADC
371
D.A. Davidson & Co
Montana
$1.78M +$521K +14,487 +46%
WAM
372
Wolverine Asset Management
Illinois
$1.78M +$327K +9,100 +25%
FCAM
373
F&C Asset Management
United Kingdom
$1.77M +$93.5K +2,600 +6%
SAG
374
Sterne Agee Group
Alabama
$1.75M +$1.05M +29,274 +180%
GEM
375
Global Endowment Management
North Carolina
$1.73M +$1.61M +44,740 New

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.