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Williams Companies

640 hedge funds and large institutions have $30.1B invested in Williams Companies in 2013 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 248 increasing their positions, 234 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

626% more call options, than puts

Call options by funds: $1.99B | Put options by funds: $274M

66% more capital invested

Capital invested by funds: $18.1B → $30.1B (+$11.9B)

18% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 57

6% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 234

1% more funds holding

Funds holding: 635640 (+5)

0.54% more ownership

Funds ownership: 81.68%82.21% (+0.54%)

8% less funds holding in top 10

Funds holding in top 10: 3633 (-3)

Holders
640
Holders Change
+5
Holders Change %
+0.79%
% of All Funds
20.75%
Holding in Top 10
33
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.33%
% of All Funds
1.07%
New
67
Increased
248
Reduced
234
Closed
57
Calls
$1.99B
Puts
$274M
Net Calls
+$1.71B
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Change in
Stake
SBH
501
Segall Bryant & Hamill
Illinois
$438K +$150K +4,288 +55%
TCOO
502
Trust Company of Oklahoma
Oklahoma
$436K +$42.1K +1,200 +11%
WT
503
Whittier Trust
California
$434K
BP
504
Ballentine Partners
Massachusetts
$434K +$65.9K +1,880 +19%
Wellington Management Group
505
Wellington Management Group
Massachusetts
$429K -$46.3K -1,320 -10%
LBC
506
Lowe Brockenbrough & Co
Virginia
$423K
CI
507
Constellation Investments
Ohio
$422K +$24.5K +700 +6%
VFS
508
VSR Financial Services
Kansas
$421K +$147K +4,193 +57%
CCG
509
Cypress Capital Group
Florida
$411K
NC
510
NewSquare Capital
Pennsylvania
$410K +$12.4K +354 +3%
SAS
511
Spectrum Advisory Services
Georgia
$400K
LWCFA
512
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$391K +$2.24K +64 +0.6%
SFG
513
SNS Financial Group
Minnesota
$386K +$372K +10,625 New
KPCM
514
Kings Point Capital Management
New York
$384K
HM
515
Heronetta Management
New York
$382K +$368K +10,500 New
OWD
516
Osborn Williams & Donohoe
Ohio
$380K +$105K +3,000 +40%
WB
517
Webster Bank
Connecticut
$378K -$10.5K -300 -3%
Acadian Asset Management
518
Acadian Asset Management
Massachusetts
$378K
AP
519
Advisor Partners
California
$374K +$12.6K +360 +4%
SCP
520
Seizert Capital Partners
Michigan
$374K +$360K +10,275 New
VAM
521
Visium Asset Management
New York
$367K -$68.7K -1,960 -16%
Millennium Management
522
Millennium Management
New York
$364K -$19.7M -562,933 -98%
IT
523
Independence Trust
Tennessee
$358K -$175K -5,005 -34%
FNB
524
First Niagara Bank
New York
$358K -$7.01K -200 -2%
WFMPM
525
Woodley Farra Manion Portfolio Management
Indiana
$345K -$599K -17,089 -64%

WMB Hedge Fund Activity: Q3 2013 in Review

640 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q3 2013, worth a combined $30.1B — up 66% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new WMB positions and 57 closed out — a net gain of 10 holders — while 248 added to existing stakes and 234 trimmed.

The largest buyer was Franklin Resources, adding an estimated $160M. The largest seller was T. Rowe Price Associates, cutting an estimated $255M.

  • 640 institutional investors held Williams Companies (WMB) as of Q3 2013, up from 635 in Q2 2013.
  • Funds reported $30.1B of Williams Companies stock for Q3 2013, up 66% quarter-over-quarter.
  • 67 funds opened new Williams Companies positions in Q3 2013 and 57 closed out, a net change of +10 holders.
  • The largest Williams Companies buyer in Q3 2013 was Franklin Resources, an estimated $160M added.
  • The largest Williams Companies seller in Q3 2013 was T. Rowe Price Associates, an estimated $255M sold.

Based on aggregated 13F filings for Q3 2013.