We are live on ! Find out more
WMB icon

Williams Companies

836 hedge funds and large institutions have $30.1B invested in Williams Companies in 2019 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 315 increasing their positions, 292 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $275M | Put options by funds: $225M

17% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 70

8% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 292

0% more funds holding

Funds holding: 832836 (+4)

0.4% less ownership

Funds ownership: 89.15%88.75% (-0.4%)

3% less capital invested

Capital invested by funds: $31B → $30.1B (-$905M)

13% less funds holding in top 10

Funds holding in top 10: 4539 (-6)

Holders
836
Holders Change
+4
Holders Change %
+0.48%
% of All Funds
18.16%
Holding in Top 10
39
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.33%
% of All Funds
0.85%
New
82
Increased
315
Reduced
292
Closed
70
Calls
$275M
Puts
$225M
Net Calls
+$50.9M
Net Calls Change
-$8.03M
Name Holding Trade Value Shares
Change
Change in
Stake
SO
426
STRS Ohio
Ohio
$963K +$529K +19,031 +124%
IWA
427
IBEX Wealth Advisors
New Jersey
$962K +$67.7K +2,435 +8%
NRS
428
Neville Rodie & Shaw
New York
$961K +$18.1K +650 +2%
Brown Advisory
429
Brown Advisory
Maryland
$958K -$2.52M -90,645 -73%
RJT
430
Raymond James Trust
Florida
$956K +$487K +17,526 +106%
OWD
431
Osborn Williams & Donohoe
Ohio
$946K -$201K -7,251 -18%
TC
432
TownSquare Capital
Utah
$933K -$314K -11,311 -23%
CII
433
Capital International Inc
California
$926K -$19.1K -689 -2%
PA
434
Pinnacle Associates
New York
$921K +$3.08K +111 +0.3%
HI
435
Horizon Investments
North Carolina
$911K +$615K +22,135 +214%
WJA
436
Williams Jones & Associates
New York
$892K -$36.5K -1,314 -4%
AA
437
AQR Arbitrage
Connecticut
$888K +$79.8K +2,873 +10%
MC
438
Miles Capital
Iowa
$886K -$4.28K -154 -0.5%
KPW
439
Kore Private Wealth
New York
$880K -$23.4K -841 -3%
FIM
440
Fernwood Investment Management
Massachusetts
$870K -$8.34K -300 -1%
PFPT
441
Pinnacle Financial Partners (Tennessee)
Tennessee
$861K +$74.2K +2,671 +10%
CAPTRUST Financial Advisors
442
CAPTRUST Financial Advisors
North Carolina
$858K +$177K +6,368 +26%
HVIA
443
Hudson Valley Investment Advisors
New York
$853K +$171K +6,140 +25%
LIA
444
LS Investment Advisors
Michigan
$843K +$27.7K +998 +3%
AP
445
Advisor Partners
California
$839K +$44.8K +1,613 +6%
CI
446
Cigna Investments
Connecticut
$831K -$23.6K -850 -2%
PCTC
447
Perkins Coie Trust Company
Washington
$830K
FIM
448
Frontier Investment Management
Texas
$829K -$3.24M -116,766 -80%
SLF
449
Sun Life Financial
Ontario, Canada
$827K -$917K -32,994 -53%
NFC
450
Northeast Financial Consultants
Connecticut
$824K

WMB Hedge Fund Activity: Q2 2019 in Review

836 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q2 2019, worth a combined $30.1B — down 2.9% from $31B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new WMB positions and 70 closed out — a net gain of 12 holders — while 315 added to existing stakes and 292 trimmed.

The largest buyer was Invesco, adding an estimated $404M. The largest seller was King Street Capital Management, cutting an estimated $203M.

  • 836 institutional investors held Williams Companies (WMB) as of Q2 2019, up from 832 in Q1 2019.
  • Funds reported $30.1B of Williams Companies stock for Q2 2019, down 2.9% quarter-over-quarter.
  • 82 funds opened new Williams Companies positions in Q2 2019 and 70 closed out, a net change of +12 holders.
  • The largest Williams Companies buyer in Q2 2019 was Invesco, an estimated $404M added.
  • The largest Williams Companies seller in Q2 2019 was King Street Capital Management, an estimated $203M sold.

Based on aggregated 13F filings for Q2 2019.