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Williams Companies

706 hedge funds and large institutions have $21.1B invested in Williams Companies in 2017 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 277 increasing their positions, 247 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $274M | Put options by funds: $122M

19% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 52

12% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 247

0% more funds holding

Funds holding: 703706 (+3)

0.62% less ownership

Funds ownership: 85.72%85.1% (-0.62%)

2% less capital invested

Capital invested by funds: $21.4B → $21.1B (-$336M)

9% less funds holding in top 10

Funds holding in top 10: 2321 (-2)

Holders
706
Holders Change
+3
Holders Change %
+0.43%
% of All Funds
17.6%
Holding in Top 10
21
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.7%
% of All Funds
0.52%
New
62
Increased
277
Reduced
247
Closed
52
Calls
$274M
Puts
$122M
Net Calls
+$152M
Net Calls Change
+$78.8M
Name Holding Trade Value Shares
Change
Change in
Stake
VF
501
Virtu Financial
New York
$364K +$369K +12,121 New
CL
502
CSS LLC
Illinois
$363K
HFS
503
HL Financial Services
Kentucky
$361K -$44.4K -1,460 -11%
FSH
504
Franklin Square Holdings
Pennsylvania
$360K +$365K +12,000 New
DILIC
505
Dai-ichi Life Insurance Company
Japan
$358K
TAM
506
Tocqueville Asset Management
New York
$355K -$18.3K -600 -5%
PFM
507
Phillips Financial Management
Indiana
$351K
LBC
508
Lowe Brockenbrough & Co
Virginia
$349K
GWM
509
Geneos Wealth Management
Colorado
$348K -$53.1K -1,746 -13%
LA
510
Lucus Advisors
New York
$348K +$353K +11,593 New
PP
511
Paloma Partners
Connecticut
$345K +$350K +11,493 New
VI
512
Versor Investments
New York
$343K -$82.2K -2,700 -19%
HCP
513
Holt Capital Partners
Texas
$343K
LNWWM
514
Laird Norton Wetherby Wealth Management
California
$337K +$342K +11,233 New
LCM
515
Lucas Capital Management
New Jersey
$334K -$183 -6 -0.1%
ZIC
516
ZWJ Investment Counsel
Georgia
$333K
SBH
517
Segall Bryant & Hamill
Illinois
$330K +$54.5K +1,791 +19%
Jane Street
518
Jane Street
New York
$324K -$1.07M -35,204 -77%
4IG
519
440 Investment Group
Kansas
$321K
ZCA
520
Zeke Capital Advisors
Pennsylvania
$318K +$322K +10,586 New
AT
521
Arden Trust
Delaware
$315K -$7.85K -258 -2%
EWM
522
Evercore Wealth Management
New York
$312K -$30.4K -1,000 -9%
AAP
523
Arax Advisory Partners
Colorado
$312K +$2.98K +98 +0.9%
AI
524
ArchPoint Investors
Florida
$308K +$4.41K +145 +1%
VWM
525
Valley Wealth Managers
New Jersey
$307K +$33.6K +1,103 +12%

WMB Hedge Fund Activity: Q3 2017 in Review

706 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q3 2017, worth a combined $21.1B — down 1.6% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new WMB positions and 52 closed out — a net gain of 10 holders — while 277 added to existing stakes and 247 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $180M. The largest seller was Fidelity Investments, cutting an estimated $241M.

  • 706 institutional investors held Williams Companies (WMB) as of Q3 2017, up from 703 in Q2 2017.
  • Funds reported $21.1B of Williams Companies stock for Q3 2017, down 1.6% quarter-over-quarter.
  • 62 funds opened new Williams Companies positions in Q3 2017 and 52 closed out, a net change of +10 holders.
  • The largest Williams Companies buyer in Q3 2017 was Capital Research Global Investors, an estimated $180M added.
  • The largest Williams Companies seller in Q3 2017 was Fidelity Investments, an estimated $241M sold.

Based on aggregated 13F filings for Q3 2017.