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Williams Companies

701 hedge funds and large institutions have $20.9B invested in Williams Companies in 2017 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 334 increasing their positions, 179 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 179

52% more call options, than puts

Call options by funds: $288M | Put options by funds: $189M

20% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 75

5% more capital invested

Capital invested by funds: $19.9B → $20.9B (+$958M)

1% more funds holding

Funds holding: 697701 (+4)

0.25% more ownership

Funds ownership: 85.11%85.37% (+0.25%)

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

Holders
701
Holders Change
+4
Holders Change %
+0.57%
% of All Funds
17.45%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.65%
New
90
Increased
334
Reduced
179
Closed
75
Calls
$288M
Puts
$189M
Net Calls
+$99.2M
Net Calls Change
-$73.4M
Name Holding Trade Value Shares
Change
Change in
Stake
KI
476
Koch Industries
Kansas
$458K +$448K +15,488 New
ECM
477
Everence Capital Management
Indiana
$454K -$211K -7,310 -32%
FNT
478
First National Trust
Pennsylvania
$454K +$34.8K +1,205 +9%
First Manhattan
479
First Manhattan
New York
$450K
RCM
480
Riverhead Capital Management
Delaware
$446K +$101K +3,485 +30%
Victory Capital Management
481
Victory Capital Management
Texas
$445K +$62.8K +2,172 +17%
ACM
482
Advisors Capital Management
New Jersey
$443K -$106K -3,673 -20%
CB
483
Commerce Bank
Missouri
$437K +$110K +3,803 +35%
DC
484
Davenport & Co
Virginia
$437K +$15.7K +544 +4%
CPIG
485
Chicago Partners Investment Group
Illinois
$435K +$259K +8,973 +157%
PPSG
486
Princeton Portfolio Strategies Group
New Jersey
$426K
WIS
487
Wright Investors Service
Connecticut
$424K +$34.8K +1,205 +9%
APP
488
Avantax Planning Partners
Iowa
$421K +$17.9K +619 +5%
AIM
489
Aspen Investment Management
Michigan
$417K +$15.9K +550 +4%
HFS
490
HL Financial Services
Kentucky
$414K +$39K +1,350 +11%
HB
491
Homrich & Berg
Georgia
$408K +$399K +13,785 New
GCA
492
Gideon Capital Advisors
New York
$406K +$396K +13,704 New
GWM
493
Geneos Wealth Management
Colorado
$401K -$20K -692 -5%
GHCM
494
Glen Harbor Capital Management
California
$401K +$87K +3,008 +29%
ANTB
495
AMG National Trust Bank
Colorado
$397K
PAM
496
Palisade Asset Management
Minnesota
$397K
HVIA
497
Hudson Valley Investment Advisors
New York
$392K +$8.1K +280 +2%
WS
498
Wedbush Securities
California
$392K +$80.7K +2,792 +27%
SSA
499
Schonfeld Strategic Advisors
New York
$387K -$315K -10,883 -45%
WP
500
WMS Partners
Maryland
$385K

WMB Hedge Fund Activity: Q1 2017 in Review

701 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q1 2017, worth a combined $20.9B — up 4.8% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new WMB positions and 75 closed out — a net gain of 15 holders — while 334 added to existing stakes and 179 trimmed.

The largest buyer was BlackRock, adding an estimated $1.65B. The largest seller was Lone Pine Capital, exiting entirely with an estimated $508M sold.

  • 701 institutional investors held Williams Companies (WMB) as of Q1 2017, up from 697 in Q4 2016.
  • Funds reported $20.9B of Williams Companies stock for Q1 2017, up 4.8% quarter-over-quarter.
  • 90 funds opened new Williams Companies positions in Q1 2017 and 75 closed out, a net change of +15 holders.
  • The largest Williams Companies buyer in Q1 2017 was BlackRock, an estimated $1.65B added.
  • The largest Williams Companies seller in Q1 2017 was Lone Pine Capital, an estimated $508M sold.

Based on aggregated 13F filings for Q1 2017.