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Williams Companies

1,103 hedge funds and large institutions have $34.6B invested in Williams Companies in 2022 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 448 increasing their positions, 314 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 88

43% more repeat investments, than reductions

Existing positions increased: 448 | Existing positions reduced: 314

39% more funds holding in top 10

Funds holding in top 10: 2332 (+9)

28% more capital invested

Capital invested by funds: $27B → $34.6B (+$7.62B)

7% more funds holding

Funds holding: 1,0281,103 (+75)

0.45% less ownership

Funds ownership: 85.73%85.28% (-0.45%)

14% less call options, than puts

Call options by funds: $232M | Put options by funds: $269M

Holders
1,103
Holders Change
+75
Holders Change %
+7.3%
% of All Funds
17.4%
Holding in Top 10
32
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+39.13%
% of All Funds
0.5%
New
174
Increased
448
Reduced
314
Closed
88
Calls
$232M
Puts
$269M
Net Calls
-$36.9M
Net Calls Change
-$61.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
401
Crossmark Global Holdings
Texas
$2.25M +$146K +4,787 +8%
DADC
402
D.A. Davidson & Co
Montana
$2.24M -$16.1K -526 -0.8%
MGIA
403
Moneta Group Investment Advisors
Missouri
$2.23M +$7.27K +238 +0.4%
PAS
404
Park Avenue Securities
New York
$2.23M +$220K +7,184 +12%
VRM
405
Vectors Research Management
New York
$2.23M +$559K +18,296 +38%
IWP
406
Icon Wealth Partners
Texas
$2.17M +$48.1K +1,575 +2%
MWM
407
Midwest Wealth Management
Indiana
$2.17M +$58.5K +1,915 +3%
TPA
408
Trivium Point Advisory
Connecticut
$2.17M +$228K +7,461 +13%
AAA
409
Adams Asset Advisors
Texas
$2.15M
Thrivent Financial for Lutherans
410
Thrivent Financial for Lutherans
Minnesota
$2.15M +$280K +9,161 +17%
SC
411
Scotia Capital
Ontario, Canada
$2.14M +$13.9K +456 +0.7%
ASN
412
Advisory Services Network
Georgia
$2.14M +$247K +8,067 +14%
BIC
413
Beach Investment Counsel
Pennsylvania
$2.13M +$1.95M +63,646 New
Barrow, Hanley, Mewhinney & Strauss
414
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.12M +$1.94M +63,436 New
VI
415
Vestcor Inc
New Brunswick, Canada
$2.1M +$129K +4,224 +7%
EP
416
Edgestream Partners
New Jersey
$2.09M +$1.91M +62,659 New
TW
417
Transform Wealth
Colorado
$2.09M -$31.7K -1,036 -2%
VEA
418
Virtus ETF Advisers
New York
$2.08M -$501K -16,390 -21%
HC
419
HNP Capital
New York
$2.05M +$443K +14,510 +31%
IA
420
IFP Advisors
Florida
$2.05M +$1.62M +53,105 +244%
AT
421
Arden Trust
Delaware
$2.05M +$72.9K +2,384 +4%
GI
422
Glovista Investments
New Jersey
$2.04M +$1.86M +60,898 New
RIG
423
Roosevelt Investment Group
New York
$2.02M
CA
424
Cetera Advisors
Colorado
$2.02M +$150K +4,894 +9%
PGCM
425
Prescott Group Capital Management
Oklahoma
$2M

WMB Hedge Fund Activity: Q1 2022 in Review

1,103 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q1 2022, worth a combined $34.6B — up 28% from $27B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new WMB positions and 88 closed out — a net gain of 86 holders — while 448 added to existing stakes and 314 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $243M. The largest seller was Tortoise Capital Advisors, cutting an estimated $397M.

  • 1,103 institutional investors held Williams Companies (WMB) as of Q1 2022, up from 1,028 in Q4 2021.
  • Funds reported $34.6B of Williams Companies stock for Q1 2022, up 28% quarter-over-quarter.
  • 174 funds opened new Williams Companies positions in Q1 2022 and 88 closed out, a net change of +86 holders.
  • The largest Williams Companies buyer in Q1 2022 was Royal Bank of Canada, an estimated $243M added.
  • The largest Williams Companies seller in Q1 2022 was Tortoise Capital Advisors, an estimated $397M sold.

Based on aggregated 13F filings for Q1 2022.