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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
TSS
501
Two Sigma Securities
New York
$277K +$239K +9,015 New
CGT
502
Capital Guardian Trust
California
$271K +$116K +4,375 +98%
MFS
503
MSI Financial Services
Massachusetts
$267K +$80.8K +3,045 +54%
CSS
504
Cubist Systematic Strategies
Connecticut
$265K +$212K +7,976 +1,237%
CCM
505
Catawba Capital Management
Virginia
$262K +$226K +8,530 New
PP
506
Patten & Patten
Tennessee
$258K +$222K +8,380 New
CM
507
Capital Management
Virginia
$254K +$219K +8,250 New
ICOA
508
Investment Centers of America
North Dakota
$253K +$220K +8,298 New
FSA
509
Franklin Street Advisors
North Carolina
$249K +$215K +8,109 New
PCM
510
Penserra Capital Management
California
$246K +$131K +4,933 +160%
GWCM
511
Godshalk Welsh Capital Management
Pennsylvania
$244K +$211K +7,950 New
TRCT
512
Tower Research Capital (TRC)
New York
$243K +$204K +7,674 +3,132%
BL
513
Balentine LLC
Georgia
$243K +$210K +7,902 New
Luther King Capital Management (LKCM)
514
Luther King Capital Management (LKCM)
Texas
$242K -$114K -4,282 -35%
WB
515
WesBanco Bank
West Virginia
$242K +$209K +7,877 New
LW
516
Linscomb Wealth
Texas
$236K +$204K +7,678 New
RIL
517
Rothschild Investment LLC
Illinois
$234K +$202K +7,614 New
GA
518
Geneva Advisors
Illinois
$231K +$200K +7,533 New
PWLP
519
Prio Wealth Limited Partnership
Massachusetts
$230K +$199K +7,500 New
GC
520
Gratus Capital
Georgia
$228K +$197K +7,420 New
RJT
521
Raymond James Trust
Florida
$227K +$196K +7,381 New
NPC
522
National Planning Corporation
California
$225K +$204K +7,692 New
Fifth Third Bancorp
523
Fifth Third Bancorp
Ohio
$222K -$402K -15,159 -68%
AP
524
Atwood & Palmer
Missouri
$222K
AIM
525
Anchor Investment Management
South Carolina
$218K -$13.2K -499 -7%

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.