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Williams Companies
WMB

792 hedge funds and large institutions have $14.8B invested in Williams Companies in 2020 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 312 increasing their positions, 293 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $105M | Put options by funds: $69.7M

6% more funds holding in top 10

Funds holding in top 10: 31 → 33 (+2)

6% more repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 293

1.19% less ownership

Funds ownership: 87.22% → 86.04% (-1.2%)

6% less funds holding

Funds holding: 842 → 792 (-50)

32% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 125

41% less capital invested

Capital invested by funds: $25.1B → $14.8B (-$10.3B)

Holders
792
Holders Change
-50
Holders Change %
-5.94%
% of All Funds
17.45%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.73%
New
85
Increased
312
Reduced
293
Closed
125
Calls
$105M
Puts
$69.7M
Net Calls
+$35.2M
Net Calls Change
-$69.8M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$285M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$151M
3
Deutsche Bank
Deutsche Bank
Germany
+$144M
4
SAM
Southeastern Asset Management
Tennessee
+$103M
5
State Street
State Street
Massachusetts
+$97.4M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$258M
2
TCA
Tortoise Capital Advisors
Kansas
-$231M
3
Capital World Investors
Capital World Investors
California
-$227M
4
GCM
Glenview Capital Management
New York
-$186M
5
KACA
Kayne Anderson Capital Advisors
California
-$147M
Name Holding Trade Value Shares
Change 		Change in
Stake
Norges Bank
26
Norges Bank
Norway
$144M -$3.27M -169,072 -2%
Legal & General Group
27
Legal & General Group
United Kingdom
$132M +$4.05M +208,895 +2%
CI Investments Inc
28
CI Investments Inc
Ontario, Canada
$125M +$1.99M +102,983 +1%
EIP
29
Energy Income Partners
Connecticut
$115M +$3.91M +202,150 +3%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$110M +$151M +7,775,244 +50,384%
Morgan Stanley
31
Morgan Stanley
New York
$106M -$63.7M -3,291,582 -31%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$95.3M -$4.36M -225,382 -3%
UBS AM
33
UBS AM
Illinois
$87.9M +$42.5M +2,196,674 +55%
MBA
34
Maple-Brown Abbott
Australia
$84M -$15.5M -801,400 -12%
COPPSERS
35
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$84M +$14.8M +764,297 +15%
N
36
Nuveen
North Carolina
$82.7M -$50.9M -2,629,478 -31%
Charles Schwab
37
Charles Schwab
California
$79.9M +$3.5M +180,775 +3%
UBS Group
38
UBS Group
Switzerland
$79.6M -$19.4M -1,001,611 -15%
PAMU
39
Pictet Asset Management (UK)
United Kingdom
$76.1M +$5.78M +298,413 +6%
ACI
40
AMP Capital Investors
Australia
$71.9M +$1.35M +69,569 +1%
T. Rowe Price Associates
41
T. Rowe Price Associates
Maryland
$70.9M +$54M +2,789,761 +126%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$70.9M +$5.35M +276,137 +6%
CIBC Private Wealth Group
43
CIBC Private Wealth Group
Georgia
$70.1M -$22.5M -1,162,670 -19%
Swiss National Bank
44
Swiss National Bank
Switzerland
$66.6M +$17.1M +882,200 +23%
PPA
45
Parametric Portfolio Associates
Washington
$65.6M +$33.2M +1,713,959 +59%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$64.5M +$9.69M +500,229 +12%
CIA
47
ClearBridge Investments (Australia)
Australia
$64M -$10.7M -550,209 -11%
Wells Fargo
48
Wells Fargo
California
$62.4M +$4.43M +228,594 +5%
Dimensional Fund Advisors
49
Dimensional Fund Advisors
Texas
$61.1M +$19.1M +988,815 +30%
TSW
50
Thompson Siegel & Walmsley
Virginia
$58.3M +$19M +979,255 +31%
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WMB Hedge Fund Activity: Q1 2020 in Review

792 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q1 2020, worth a combined $14.8B — down 41% from $25.1B a quarter earlier.

Sellers outnumbered buyers: 125 funds closed out of WMB and 85 opened new positions — a net loss of 40 holders — while 293 trimmed existing stakes and 312 added.

The largest buyer was Capital Research Global Investors, adding an estimated $285M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $258M sold.

  • 792 institutional investors held Williams Companies (WMB) as of Q1 2020, down from 842 in Q4 2019.
  • Funds reported $14.8B of Williams Companies stock for Q1 2020, down 41% quarter-over-quarter.
  • 85 funds opened new Williams Companies positions in Q1 2020 and 125 closed out, a net change of -40 holders.
  • The largest Williams Companies buyer in Q1 2020 was Capital Research Global Investors, an estimated $285M added.
  • The largest Williams Companies seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $258M sold.

Based on aggregated 13F filings for Q1 2020.