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Williams Companies

866 hedge funds and large institutions have $20.6B invested in Williams Companies in 2020 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 307 increasing their positions, 308 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 64

7% more funds holding

Funds holding: 807866 (+59)

1% more capital invested

Capital invested by funds: $20.5B → $20.6B (+$121M)

0% less repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 308

5% less call options, than puts

Call options by funds: $137M | Put options by funds: $145M

1.69% less ownership

Funds ownership: 86.15%84.46% (-1.7%)

31% less funds holding in top 10

Funds holding in top 10: 3524 (-11)

Holders
866
Holders Change
+59
Holders Change %
+7.31%
% of All Funds
15.32%
Holding in Top 10
24
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-31.43%
% of All Funds
0.42%
New
134
Increased
307
Reduced
308
Closed
64
Calls
$137M
Puts
$145M
Net Calls
-$7.61M
Net Calls Change
-$44.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SMDAM
351
Sumitomo Mitsui DS Asset Management
Japan
$1.55M -$6.99K -345 -0.4%
NMERB
352
New Mexico Educational Retirement Board
New Mexico
$1.54M -$22.3K -1,100 -1%
KRS
353
Kentucky Retirement Systems
Kentucky
$1.53M +$107K +5,292 +7%
WAAG
354
Wealth Alliance Advisory Group
Kansas
$1.52M
LSERS
355
Louisiana State Employees Retirement System
Louisiana
$1.51M +$278K +13,700 +22%
IA
356
Icon Advisers
Colorado
$1.5M
RAM
357
Roanoke Asset Management
New Jersey
$1.5M -$188K -9,280 -11%
Nordea Investment Management
358
Nordea Investment Management
Sweden
$1.49M -$2.15K -106 -0.1%
CI
359
Cincinnati Insurance
Ohio
$1.49M
BCI
360
Brinker Capital Investments
Pennsylvania
$1.49M +$784K +38,659 +109%
SIM
361
Sentry Investment Management
Wisconsin
$1.48M
EVM
362
Eaton Vance Management
Massachusetts
$1.48M +$24.3K +1,198 +2%
Walleye Trading
363
Walleye Trading
New York
$1.47M +$1.49M +73,294 New
SFA
364
Semmax Financial Advisors
North Carolina
$1.47M +$96.8K +4,775 +7%
SA
365
SL Advisors
New Jersey
$1.46M -$35.9K -1,770 -2%
TYCC
366
Texas Yale Capital Corp
Florida
$1.42M +$95K +4,685 +7%
TC
367
TownSquare Capital
Utah
$1.42M +$114K +5,634 +9%
CBB
368
Citizens Business Bank
California
$1.41M +$1.01M +49,700 +242%
FC
369
Forte Capital
New York
$1.4M +$1.42M +70,048 New
AHC
370
Adell Harriman & Carpenter
Texas
$1.39M -$504K -24,850 -26%
VWM
371
Venturi Wealth Management
Texas
$1.38M +$41.9K +2,069 +3%
AB
372
Amalgamated Bank
New York
$1.38M -$3.73K -184 -0.3%
ATC
373
Argent Trust Co
Tennessee
$1.37M -$17.3K -851 -1%
NAMA
374
Nikko Asset Management Americas
New York
$1.37M -$114K -5,612 -8%
Schroder Investment Management Group
375
Schroder Investment Management Group
United Kingdom
$1.36M +$138K +6,803 +11%

WMB Hedge Fund Activity: Q4 2020 in Review

866 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q4 2020, worth a combined $20.6B — up 0.59% from $20.5B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new WMB positions and 64 closed out — a net gain of 70 holders — while 307 added to existing stakes and 308 trimmed.

The largest buyer was Amundi Asset Management US, adding an estimated $76.9M. The largest seller was Bank of America, cutting an estimated $260M.

  • 866 institutional investors held Williams Companies (WMB) as of Q4 2020, up from 807 in Q3 2020.
  • Funds reported $20.6B of Williams Companies stock for Q4 2020, up 0.59% quarter-over-quarter.
  • 134 funds opened new Williams Companies positions in Q4 2020 and 64 closed out, a net change of +70 holders.
  • The largest Williams Companies buyer in Q4 2020 was Amundi Asset Management US, an estimated $76.9M added.
  • The largest Williams Companies seller in Q4 2020 was Bank of America, an estimated $260M sold.

Based on aggregated 13F filings for Q4 2020.