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Williams Companies

605 hedge funds and large institutions have $10B invested in Williams Companies in 2016 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 230 increasing their positions, 230 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $155M | Put options by funds: $96.8M

1.02% more ownership

Funds ownership: 83.5%84.52% (+1%)

0% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 230

13% less funds holding

Funds holding: 692605 (-87)

37% less capital invested

Capital invested by funds: $16B → $10B (-$5.95B)

38% less funds holding in top 10

Funds holding in top 10: 2616 (-10)

56% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 143

Holders
605
Holders Change
-87
Holders Change %
-12.57%
% of All Funds
16.12%
Holding in Top 10
16
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-38.46%
% of All Funds
0.43%
New
63
Increased
230
Reduced
230
Closed
143
Calls
$155M
Puts
$96.8M
Net Calls
+$58.3M
Net Calls Change
-$524M
Name Holding Trade Value Shares
Change
Change in
Stake
SLI
451
Sumitomo Life Insurance
Japan
$195K -$203K -11,778 -49%
WP
452
WMS Partners
Maryland
$193K -$705 -41 -0.3%
SBH
453
Segall Bryant & Hamill
Illinois
$190K -$4.38K -255 -2%
HH
454
Hilltop Holdings
Texas
$190K -$2.85K -166 -1%
Northwestern Mutual Wealth Management
455
Northwestern Mutual Wealth Management
Wisconsin
$189K +$53.8K +3,128 +36%
LBC
456
Lowe Brockenbrough & Co
Virginia
$187K
HM
457
Heronetta Management
New York
$185K
CCT
458
Country Club Trust
Missouri
$184K -$149K -8,659 -43%
WB
459
WesBanco Bank
West Virginia
$183K
NFC
460
Northeast Financial Consultants
Connecticut
$181K
TCOO
461
Trust Company of Oklahoma
Oklahoma
$179K -$24.1K -1,400 -11%
JWM
462
Jacobus Wealth Management
Wisconsin
$176K +$99.6K +5,795 +112%
HVIA
463
Hudson Valley Investment Advisors
New York
$175K -$43.8K -2,550 -19%
ICOA
464
Investment Centers of America
North Dakota
$175K +$11.8K +689 +7%
Royal London Asset Management
465
Royal London Asset Management
United Kingdom
$175K +$43.9M +2,553,859 +988%
W
466
Wealthfront
California
$173K +$185K +10,765 New
SFFS
467
Stonehage Fleming Financial Services
Jersey
$170K +$35.4K +2,060 New
VNA
468
VNBTrust National Association
Virginia
$167K -$89.4K -5,200 -33%
SBIA
469
Sheaff Brock Investment Advisors
Indiana
$167K +$178K +10,372 New
VanEck Associates
470
VanEck Associates
New York
$166K -$3.39K -197 -2%
CTC
471
Central Trust Company
Missouri
$165K -$29.3K -1,706 -14%
RJT
472
Raymond James Trust
Florida
$163K +$2.61K +152 +2%
KPCM
473
Kings Point Capital Management
New York
$155K
SC
474
Skylands Capital
Wisconsin
$152K -$236K -13,700 -59%
WEC
475
Winslow Evans & Crocker
Massachusetts
$152K -$38.6K -2,242 -19%

WMB Hedge Fund Activity: Q1 2016 in Review

605 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q1 2016, worth a combined $10B — down 37% from $16B a quarter earlier.

Sellers outnumbered buyers: 143 funds closed out of WMB and 63 opened new positions — a net loss of 80 holders — while 230 trimmed existing stakes and 230 added.

The largest buyer was Fidelity Investments, adding an estimated $445M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $744M sold.

  • 605 institutional investors held Williams Companies (WMB) as of Q1 2016, down from 692 in Q4 2015.
  • Funds reported $10B of Williams Companies stock for Q1 2016, down 37% quarter-over-quarter.
  • 63 funds opened new Williams Companies positions in Q1 2016 and 143 closed out, a net change of -80 holders.
  • The largest Williams Companies buyer in Q1 2016 was Fidelity Investments, an estimated $445M added.
  • The largest Williams Companies seller in Q1 2016 was Lone Pine Capital, an estimated $744M sold.

Based on aggregated 13F filings for Q1 2016.