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Williams Companies

715 hedge funds and large institutions have $23.1B invested in Williams Companies in 2014 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 246 increasing their positions, 284 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

524% more call options, than puts

Call options by funds: $1.93B | Put options by funds: $309M

147% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 38

7% more capital invested

Capital invested by funds: $21.6B → $23.1B (+$1.54B)

7% more funds holding

Funds holding: 669715 (+46)

0.5% more ownership

Funds ownership: 81.56%82.06% (+0.5%)

5% less funds holding in top 10

Funds holding in top 10: 3937 (-2)

13% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 284

Holders
715
Holders Change
+46
Holders Change %
+6.88%
% of All Funds
20.65%
Holding in Top 10
37
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.13%
% of All Funds
1.07%
New
94
Increased
246
Reduced
284
Closed
38
Calls
$1.93B
Puts
$309M
Net Calls
+$1.62B
Net Calls Change
+$432M
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
476
Central Bank & Trust
Kentucky
$822K +$803K +19,816 +4,423%
CTC
477
Central Trust Company
Missouri
$814K -$269K -6,631 -25%
TYCC
478
Texas Yale Capital Corp
Florida
$812K
IAM
479
Integre Asset Management
New York
$805K -$102K -2,520 -11%
FNT
480
First National Trust
Pennsylvania
$801K
CFA
481
Carroll Financial Associates
North Carolina
$788K +$27.3K +674 +4%
WB
482
WesBanco Bank
West Virginia
$771K -$67.2K -1,660 -8%
GIA
483
Guyasuta Investment Advisors
Pennsylvania
$769K -$253K -6,245 -25%
ACM
484
AKRE Capital Management
Virginia
$766K -$29.6K -730 -4%
MA
485
MUFG Americas
New York
$765K -$40.5K -1,000 -5%
OWD
486
Osborn Williams & Donohoe
Ohio
$761K +$312K +7,700 +70%
BC
487
Banced Corp
Illinois
$758K +$756K +18,668 New
Daiwa Securities Group
488
Daiwa Securities Group
Japan
$747K -$72.9K -1,800 -9%
RJT
489
Raymond James Trust
Florida
$747K +$183K +4,527 +33%
MNBTD
490
Moody National Bank Trust Division
Texas
$743K -$6.08K -150 -0.8%
SCM
491
Stux Capital Management
New York
$730K +$729K +18,000 New
TCMG
492
TSP Capital Management Group
New Jersey
$726K
FNBOO
493
First National Bank of Omaha
Nebraska
$717K -$225K -5,550 -24%
Northwestern Mutual Wealth Management
494
Northwestern Mutual Wealth Management
Wisconsin
$717K -$8.59K -212 -1%
AB
495
Amalgamated Bank
New York
$692K -$13.3K -329 -2%
ClearBridge Investments
496
ClearBridge Investments
New York
$688K +$92.3K +2,279 +16%
WMSA
497
Weiss Multi-Strategy Advisers
New York
$687K +$686K +16,933 New
HCM
498
Highlander Capital Management
New Jersey
$686K
TH
499
Timber Hill
Connecticut
$680K +$679K +16,765 New
SI
500
SII Investments
Wisconsin
$675K

WMB Hedge Fund Activity: Q1 2014 in Review

715 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q1 2014, worth a combined $23.1B — up 7.1% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new WMB positions and 38 closed out — a net gain of 56 holders — while 246 added to existing stakes and 284 trimmed.

The largest buyer was Corvex Management, adding an estimated $1.14B. The largest seller was Morgan Stanley, cutting an estimated $318M.

  • 715 institutional investors held Williams Companies (WMB) as of Q1 2014, up from 669 in Q4 2013.
  • Funds reported $23.1B of Williams Companies stock for Q1 2014, up 7.1% quarter-over-quarter.
  • 94 funds opened new Williams Companies positions in Q1 2014 and 38 closed out, a net change of +56 holders.
  • The largest Williams Companies buyer in Q1 2014 was Corvex Management, an estimated $1.14B added.
  • The largest Williams Companies seller in Q1 2014 was Morgan Stanley, an estimated $318M sold.

Based on aggregated 13F filings for Q1 2014.