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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
V
376
Veritable
Delaware
$1.7M +$13.6K +379 +0.9%
GLRA
377
Gerald L. Ray & Associates
Texas
$1.68M -$4.6K -128 -0.3%
MMCM
378
Marque Millennium Capital Management
New York
$1.67M
BGA
379
Belmont Global Advisors
Texas
$1.62M +$1.51M +42,100 New
LW
380
Linscomb Wealth
Texas
$1.62M +$496K +13,782 +49%
UCFA
381
United Capital Financial Advisors
Texas
$1.58M +$1.47M +40,922 New
EGA
382
E&G Advisors
Texas
$1.56M +$1.46M +40,518 New
PC
383
Permit Capital
Pennsylvania
$1.54M -$105K -2,920 -7%
AT
384
Arvest Trust
Oklahoma
$1.53M +$1.42M +39,589 New
DekaBank Deutsche Girozentrale
385
DekaBank Deutsche Girozentrale
Germany
$1.52M
HAM
386
Highstreet Asset Management
Ontario, Canada
$1.52M -$378K -10,500 -21%
WA
387
WFG Advisors
Texas
$1.51M +$16.3K +453 +1%
FLPIM
388
F.L. Putnam Investment Management
Massachusetts
$1.51M -$4.5K -125 -0.3%
Zurich Cantonal Bank
389
Zurich Cantonal Bank
Switzerland
$1.5M +$179K +4,990 +15%
MAM
390
Meeder Asset Management
Ohio
$1.49M
WT
391
Wilmington Trust
Delaware
$1.48M -$16.3K -452 -1%
WSCM
392
Wellington Shields Capital Management
New York
$1.48M +$354K +9,850 +35%
LTFS
393
Ladenburg Thalmann Financial Services
Florida
$1.47M +$34.3K +954 +3%
CIBC World Market
394
CIBC World Market
Ontario, Canada
$1.46M -$14.8K -411 -1%
AIM
395
Aspen Investment Management
Michigan
$1.45M -$1.08K -30 -0.1%
FMT
396
First Mercantile Trust
Tennessee
$1.43M
EB
397
Eastern Bank
Massachusetts
$1.42M +$3.31K +92 +0.3%
PPSG
398
Princeton Portfolio Strategies Group
New Jersey
$1.41M +$19.8K +550 +2%
CAM
399
Cypress Asset Management
Texas
$1.38M -$22.7K -630 -2%
AAMU
400
Amundi Asset Management US
Massachusetts
$1.33M +$125K +3,468 +11%

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.