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Williams Companies

715 hedge funds and large institutions have $23.1B invested in Williams Companies in 2014 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 246 increasing their positions, 284 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

524% more call options, than puts

Call options by funds: $1.93B | Put options by funds: $309M

147% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 38

7% more capital invested

Capital invested by funds: $21.6B → $23.1B (+$1.54B)

7% more funds holding

Funds holding: 669715 (+46)

0.5% more ownership

Funds ownership: 81.56%82.06% (+0.5%)

5% less funds holding in top 10

Funds holding in top 10: 3937 (-2)

13% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 284

Holders
715
Holders Change
+46
Holders Change %
+6.88%
% of All Funds
20.65%
Holding in Top 10
37
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.13%
% of All Funds
1.07%
New
94
Increased
246
Reduced
284
Closed
38
Calls
$1.93B
Puts
$309M
Net Calls
+$1.62B
Net Calls Change
+$432M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
376
Capstone Asset Management
Texas
$1.96M -$411K -10,150 -17%
FLPIM
377
F.L. Putnam Investment Management
Massachusetts
$1.95M +$361K +8,915 +23%
LCM
378
Lucas Capital Management
New Jersey
$1.92M +$28.5K +704 +2%
Creative Planning
379
Creative Planning
Kansas
$1.88M -$115K -2,832 -6%
AssetMark Inc
380
AssetMark Inc
California
$1.86M -$32.2K -794 -2%
Zurich Cantonal Bank
381
Zurich Cantonal Bank
Switzerland
$1.84M +$264K +6,526 +17%
ECM
382
EagleClaw Capital Management
Massachusetts
$1.81M +$1.81M +44,750 New
GLRA
383
Gerald L. Ray & Associates
Texas
$1.77M +$122 +3 +0%
V
384
Veritable
Delaware
$1.77M -$17.7K -436 -1%
MMCM
385
Marque Millennium Capital Management
New York
$1.75M
AW
386
ACG Wealth
Georgia
$1.75M +$1.75M +43,101 New
SAM
387
Sentinel Asset Management
Vermont
$1.75M -$284K -7,000 -14%
BGA
388
Belmont Global Advisors
Texas
$1.75M +$36.5K +900 +2%
VHAM
389
Van Hulzen Asset Management
California
$1.71M +$482K +11,891 +39%
KBC Group
390
KBC Group
Belgium
$1.71M -$886K -21,866 -34%
PM
391
Penbrook Management
New York
$1.69M +$859K +21,200 +99%
VAM
392
Visium Asset Management
New York
$1.68M +$1.68M +41,369 New
BPBT
393
Boston Private Bank & Trust
Massachusetts
$1.66M -$312K -7,708 -16%
HT
394
HighTower Trust
Texas
$1.65M -$1.09M -26,839 -40%
GL
395
GLG LLC
New York
$1.65M +$1.65M +40,682 New
JMPWA
396
JP Morgan Private Wealth Advisors
California
$1.64M +$1.3M +32,172 +391%
PC
397
Permit Capital
Pennsylvania
$1.62M
CIBC World Market
398
CIBC World Market
Ontario, Canada
$1.6M +$64.2K +1,584 +4%
Parallax Volatility Advisers
399
Parallax Volatility Advisers
California
$1.6M +$243K +6,003 +18%
JIM
400
Jupiter Investment Management
United Kingdom
$1.6M +$1.6M +39,400 New

WMB Hedge Fund Activity: Q1 2014 in Review

715 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q1 2014, worth a combined $23.1B — up 7.1% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new WMB positions and 38 closed out — a net gain of 56 holders — while 246 added to existing stakes and 284 trimmed.

The largest buyer was Corvex Management, adding an estimated $1.14B. The largest seller was Morgan Stanley, cutting an estimated $318M.

  • 715 institutional investors held Williams Companies (WMB) as of Q1 2014, up from 669 in Q4 2013.
  • Funds reported $23.1B of Williams Companies stock for Q1 2014, up 7.1% quarter-over-quarter.
  • 94 funds opened new Williams Companies positions in Q1 2014 and 38 closed out, a net change of +56 holders.
  • The largest Williams Companies buyer in Q1 2014 was Corvex Management, an estimated $1.14B added.
  • The largest Williams Companies seller in Q1 2014 was Morgan Stanley, an estimated $318M sold.

Based on aggregated 13F filings for Q1 2014.