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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
WSCM
401
Wellington Shields Capital Management
New York
$1.6M +$44.6K +1,100 +3%
LW
402
Linscomb Wealth
Texas
$1.59M -$109K -2,687 -6%
EB
403
Eastern Bank
Massachusetts
$1.57M +$80K +1,974 +5%
MAM
404
Meeder Asset Management
Ohio
$1.57M
Nordea Investment Management
405
Nordea Investment Management
Sweden
$1.54M -$1.35M -33,346 -47%
LTFS
406
Ladenburg Thalmann Financial Services
Florida
$1.54M +$1.5K +37 +0.1%
FB
407
Fulton Bank
Pennsylvania
$1.53M +$367K +9,054 +32%
PPSG
408
Princeton Portfolio Strategies Group
New Jersey
$1.52M +$34.4K +850 +2%
GEM
409
Global Endowment Management
North Carolina
$1.5M -$313K -7,720 -17%
QT
410
Quantbot Technologies
New York
$1.5M +$1.49M +36,897 New
AIM
411
Aspen Investment Management
Michigan
$1.48M -$49.4K -1,220 -3%
VAM
412
Visionary Asset Management
Texas
$1.47M +$1.47M +36,336 New
UCFA
413
United Capital Financial Advisors
Texas
$1.47M -$191K -4,726 -12%
CCB
414
Cutter & Co Brokerage
Missouri
$1.45M +$64.3K +1,587 +5%
SC
415
Scotia Capital
Ontario, Canada
$1.43M -$2.25M -55,606 -61%
WT
416
Wilmington Trust
Delaware
$1.43M -$130K -3,205 -8%
DADC
417
D.A. Davidson & Co
Montana
$1.42M -$455K -11,227 -24%
AAMU
418
Amundi Asset Management US
Massachusetts
$1.42M +$15.3K +378 +1%
SGC
419
South Georgia Capital
Illinois
$1.4M -$1.77M -43,600 -56%
TA
420
Tiedemann Advisors
New York
$1.39M +$123K +3,044 +9%
IIM
421
Ivory Investment Management
New York
$1.38M +$1.38M +34,068 New
FM
422
Forward Management
California
$1.37M -$1.25M -30,830 -48%
ACM
423
Aviance Capital Management
Florida
$1.37M +$1.19M +29,442 +682%
CAM
424
Cypress Asset Management
Texas
$1.36M -$87.3K -2,156 -6%
CCA
425
Covey Capital Advisors
Georgia
$1.36M

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.