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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
Pacer Advisors
451
Pacer Advisors
Pennsylvania
$444K -$2.39K -90 -0.6%
FP
452
FDO Partners
Massachusetts
$442K +$382K +14,377 New
AIM
453
Aspen Investment Management
Michigan
$439K
HFS
454
HL Financial Services
Kentucky
$436K -$19K -715 -5%
RCM
455
Riverhead Capital Management
Delaware
$436K +$377K +14,200 New
SLAM
456
Swiss Life Asset Management
$435K -$682K -25,712 -64%
FNT
457
First National Trust
Pennsylvania
$434K
VIA
458
Virtus Investment Advisers
Connecticut
$431K +$372K +14,035 New
NG
459
NatWest Group
United Kingdom
$426K -$322K -12,124 -47%
PAM
460
Palisade Asset Management
Minnesota
$425K
TSW
461
Thompson Siegel & Walmsley
Virginia
$416K -$20.6K -775 -5%
ANTB
462
AMG National Trust Bank
Colorado
$412K -$1.88K -71 -0.5%
ST
463
Spot Trading
Illinois
$403K -$2.3M -86,494 -87%
Victory Capital Management
464
Victory Capital Management
Texas
$401K +$115K +4,323 +50%
VanEck Associates
465
VanEck Associates
New York
$398K +$33.5K +1,261 +11%
TAM
466
Tocqueville Asset Management
New York
$393K -$855K -32,231 -72%
LWCFA
467
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$384K
EWM
468
Evercore Wealth Management
New York
$371K -$91.6K -3,451 -22%
WP
469
WMS Partners
Maryland
$369K
HCP
470
Holt Capital Partners
Texas
$366K -$25.9K -975 -8%
WS
471
Wedbush Securities
California
$366K +$316K +11,899 New
PFM
472
Phillips Financial Management
Indiana
$361K
LBC
473
Lowe Brockenbrough & Co
Virginia
$358K
MFW
474
Mosaic Family Wealth
Missouri
$353K -$5.68K -214 -2%
Tudor Investment Corp
475
Tudor Investment Corp
Connecticut
$353K +$304K +11,473 New

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.