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Williams Companies

645 hedge funds and large institutions have $19.6B invested in Williams Companies in 2016 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 226 increasing their positions, 217 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $465M | Put options by funds: $266M

60% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 63

43% more capital invested

Capital invested by funds: $13.8B → $19.6B (+$5.89B)

26% more funds holding in top 10

Funds holding in top 10: 2734 (+7)

5% more funds holding

Funds holding: 615645 (+30)

1.42% more ownership

Funds ownership: 84.78%86.2% (+1.4%)

4% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 217

Holders
645
Holders Change
+30
Holders Change %
+4.88%
% of All Funds
17.21%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.91%
New
101
Increased
226
Reduced
217
Closed
63
Calls
$465M
Puts
$266M
Net Calls
+$199M
Net Calls Change
+$122M
Name Holding Trade Value Shares
Change
Change in
Stake
UB
401
UMB Bank
Missouri
$764K +$2.92K +110 +0.4%
MCM
402
Mengis Capital Management
Oregon
$756K -$10.6K -400 -2%
SW
403
SVB Wealth
Massachusetts
$753K -$61.9K -2,331 -9%
KRSITF
404
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$746K -$87.3K -3,289 -12%
PAM
405
Princeton Alpha Management
New Jersey
$734K +$634K +23,883 New
CS
406
Cannell & Spears
New York
$707K -$7.03K -265 -1%
MCM
407
MAI Capital Management
Ohio
$702K -$10.8K -408 -2%
ECM
408
Everence Capital Management
Indiana
$696K
PGH
409
Partners Group Holding
Switzerland
$691K
Thrivent Financial for Lutherans
410
Thrivent Financial for Lutherans
Minnesota
$684K +$32.6K +1,230 +6%
WA
411
WESPAC Advisors
California
$676K -$148K -5,574 -20%
MERSOM
412
Municipal Employees' Retirement System of Michigan
Michigan
$665K +$1.33K +50 +0.2%
OAC
413
OMERS Administration Corp
Ontario, Canada
$661K -$1.87M -70,300 -77%
PM
414
Penbrook Management
New York
$657K
ANRIA
415
American National Registered Investment Advisor
Texas
$651K
GLRA
416
Gerald L. Ray & Associates
Texas
$646K +$18.2K +686 +3%
NCM
417
Novare Capital Management
North Carolina
$643K -$6.63K -250 -1%
Toronto Dominion Bank
418
Toronto Dominion Bank
Ontario, Canada
$639K +$432K +16,292 +361%
CAN
419
Cetera Advisor Networks
California
$615K +$531K +19,999 New
SM
420
Southport Management
Wyoming
$615K +$531K +20,000 New
ACM
421
Advisors Capital Management
New Jersey
$611K +$527K +19,868 New
AP
422
Advisor Partners
California
$606K +$76.3K +2,875 +17%
CL
423
CSS LLC
Illinois
$602K
LIA
424
LS Investment Advisors
Michigan
$598K -$112K -4,204 -18%
First Manhattan
425
First Manhattan
New York
$581K +$54.4K +2,050 +12%

WMB Hedge Fund Activity: Q3 2016 in Review

645 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q3 2016, worth a combined $19.6B — up 43% from $13.8B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new WMB positions and 63 closed out — a net gain of 38 holders — while 226 added to existing stakes and 217 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $434M. The largest seller was Corvex Management, cutting an estimated $612M.

  • 645 institutional investors held Williams Companies (WMB) as of Q3 2016, up from 615 in Q2 2016.
  • Funds reported $19.6B of Williams Companies stock for Q3 2016, up 43% quarter-over-quarter.
  • 101 funds opened new Williams Companies positions in Q3 2016 and 63 closed out, a net change of +38 holders.
  • The largest Williams Companies buyer in Q3 2016 was Fidelity Investments, an estimated $434M added.
  • The largest Williams Companies seller in Q3 2016 was Corvex Management, an estimated $612M sold.

Based on aggregated 13F filings for Q3 2016.