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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
DSC
501
Duncker Streett & Co
Missouri
$374K +$3.76K +130 +1%
RJT
502
Raymond James Trust
Florida
$371K +$151K +5,210 +71%
BMCM
503
Bryn Mawr Capital Management
Pennsylvania
$371K +$362K +12,531 New
LWCFA
504
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$370K
TC
505
Telemus Capital
Michigan
$370K +$361K +12,500 New
TAM
506
Tocqueville Asset Management
New York
$368K -$8.67K -300 -2%
QI
507
Quotient Investors
New York
$367K +$358K +12,400 New
CL
508
CSS LLC
Illinois
$358K -$217K -7,500 -38%
HCP
509
Holt Capital Partners
Texas
$352K -$78.1K -2,700 -18%
PFM
510
Phillips Financial Management
Indiana
$352K
Cerity Partners
511
Cerity Partners
New York
$348K +$340K +11,776 New
LBC
512
Lowe Brockenbrough & Co
Virginia
$345K +$694 +24 +0.2%
PCM
513
Prelude Capital Management
New York
$336K +$111K +3,840 +51%
SO
514
STRS Ohio
Ohio
$335K +$36.8K +1,272 +13%
YWP
515
YorkBridge Wealth Partners
New York
$333K +$230K +7,951 +262%
NFC
516
Northeast Financial Consultants
Connecticut
$332K
IA
517
IndexIQ Advisors
New York
$332K +$205K +7,091 +171%
TRCT
518
Tower Research Capital (TRC)
New York
$331K -$570K -19,703 -64%
IRF
519
IBM Retirement Fund
New York
$329K -$1.63M -56,287 -87%
ZIC
520
ZWJ Investment Counsel
Georgia
$328K +$321K +11,100 New
EPM
521
Equitec Proprietary Markets
Illinois
$323K +$315K +10,900 New
JG
522
Jefferies Group
New York
$321K +$314K +10,850 New
AT
523
Arden Trust
Delaware
$318K +$310K +10,734 New
4IG
524
440 Investment Group
Kansas
$317K +$310K +10,707 New
LOAME
525
Lombard Odier Asset Management (Europe)
United Kingdom
$302K +$20.1K +694 +7%

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.