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Williams Companies

794 hedge funds and large institutions have $37.8B invested in Williams Companies in 2014 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 300 increasing their positions, 260 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

458% more call options, than puts

Call options by funds: $3.15B | Put options by funds: $564M

178% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 46

105% more funds holding in top 10

Funds holding in top 10: 3776 (+39)

63% more capital invested

Capital invested by funds: $23.1B → $37.8B (+$14.7B)

15% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 260

11% more funds holding

Funds holding: 715794 (+79)

4.79% more ownership

Funds ownership: 82.06%86.85% (+4.8%)

Holders
794
Holders Change
+79
Holders Change %
+11.05%
% of All Funds
22.82%
Holding in Top 10
76
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+105.41%
% of All Funds
2.18%
New
128
Increased
300
Reduced
260
Closed
46
Calls
$3.15B
Puts
$564M
Net Calls
+$2.58B
Net Calls Change
+$963M
Name Holding Trade Value Shares
Change
Change in
Stake
FB
401
Fulton Bank
Pennsylvania
$2.62M +$338K +7,293 +19%
Schroder Investment Management Group
402
Schroder Investment Management Group
United Kingdom
$2.59M -$2.12M -45,675 -51%
EWM
403
Evercore Wealth Management
New York
$2.56M -$1.8M -38,797 -47%
JMPWA
404
JP Morgan Private Wealth Advisors
California
$2.55M +$155K +3,342 +8%
AAMU
405
Amundi Asset Management US
Massachusetts
$2.54M +$405K +8,743 +25%
ACM
406
Aviance Capital Management
Florida
$2.52M +$444K +9,574 +28%
GLRA
407
Gerald L. Ray & Associates
Texas
$2.52M -$18.4K -397 -0.9%
MMCM
408
Marque Millennium Capital Management
New York
$2.51M
HT
409
HighTower Trust
Texas
$2.48M +$82.3K +1,776 +4%
FLPIM
410
F.L. Putnam Investment Management
Massachusetts
$2.46M -$266K -5,730 -12%
LW
411
Linscomb Wealth
Texas
$2.46M +$136K +2,933 +7%
LCM
412
Lucas Capital Management
New Jersey
$2.45M -$242K -5,229 -11%
V
413
Veritable
Delaware
$2.4M -$104K -2,237 -5%
KBC Group
414
KBC Group
Belgium
$2.4M -$35.4K -763 -2%
BPBT
415
Boston Private Bank & Trust
Massachusetts
$2.33M -$38.9K -840 -2%
PC
416
Permit Capital
Pennsylvania
$2.33M
LTFS
417
Ladenburg Thalmann Financial Services
Florida
$2.31M +$80.3K +1,733 +5%
BBHC
418
Brown Brothers Harriman & Co
New York
$2.29M +$1.82M +39,343 New
EB
419
Eastern Bank
Massachusetts
$2.25M -$2.78K -60 -0.2%
CCA
420
Covey Capital Advisors
Georgia
$2.25M
CIBC World Market
421
CIBC World Market
Ontario, Canada
$2.24M -$49.5K -1,069 -3%
MAM
422
Meeder Asset Management
Ohio
$2.2M -$38.3K -826 -2%
FIM
423
Fernwood Investment Management
Massachusetts
$2.2M +$254K +5,485 +17%
VAM
424
Visionary Asset Management
Texas
$2.19M +$61.8K +1,333 +4%
PAM
425
Panagora Asset Management
Massachusetts
$2.18M -$697K -15,036 -29%

WMB Hedge Fund Activity: Q2 2014 in Review

794 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q2 2014, worth a combined $37.8B — up 63% from $23.1B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new WMB positions and 46 closed out — a net gain of 82 holders — while 300 added to existing stakes and 260 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $474M. The largest seller was Sculptor Capital, cutting an estimated $185M.

  • 794 institutional investors held Williams Companies (WMB) as of Q2 2014, up from 715 in Q1 2014.
  • Funds reported $37.8B of Williams Companies stock for Q2 2014, up 63% quarter-over-quarter.
  • 128 funds opened new Williams Companies positions in Q2 2014 and 46 closed out, a net change of +82 holders.
  • The largest Williams Companies buyer in Q2 2014 was Fidelity Investments, an estimated $474M added.
  • The largest Williams Companies seller in Q2 2014 was Sculptor Capital, an estimated $185M sold.

Based on aggregated 13F filings for Q2 2014.