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Williams Companies

836 hedge funds and large institutions have $30.1B invested in Williams Companies in 2019 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 315 increasing their positions, 292 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $275M | Put options by funds: $225M

17% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 70

8% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 292

0% more funds holding

Funds holding: 832836 (+4)

0.4% less ownership

Funds ownership: 89.15%88.75% (-0.4%)

3% less capital invested

Capital invested by funds: $31B → $30.1B (-$905M)

13% less funds holding in top 10

Funds holding in top 10: 4539 (-6)

Holders
836
Holders Change
+4
Holders Change %
+0.48%
% of All Funds
18.16%
Holding in Top 10
39
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.33%
% of All Funds
0.85%
New
82
Increased
315
Reduced
292
Closed
70
Calls
$275M
Puts
$225M
Net Calls
+$50.9M
Net Calls Change
-$8.03M
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
501
Vident Investment Advisory
Georgia
$537K -$8K -288 -1%
IRF
502
IBM Retirement Fund
New York
$529K +$15.1K +543 +3%
MFW
503
Mosaic Family Wealth
Missouri
$528K -$65.6K -2,359 -11%
EHC
504
Everett Harris & Co
California
$525K -$43.3K -1,558 -8%
II
505
Inspire Investing
Idaho
$525K +$66.1K +2,378 +15%
LIM
506
Leavell Investment Management
Alabama
$524K
RCM
507
Riverhead Capital Management
Delaware
$514K +$6.95K +250 +1%
SPC
508
Sigma Planning Corp
Michigan
$512K -$38.7K -1,391 -7%
BRWA
509
B. Riley Wealth Advisors
Florida
$512K +$27K +971 +6%
WEC
510
Winslow Evans & Crocker
Massachusetts
$508K
CC
511
ClearArc Capital
Ohio
$507K -$61.7K -2,219 -11%
PIA
512
Piedmont Investment Advisors
North Carolina
$503K -$44.2K -1,592 -8%
BIM
513
Beach Investment Management
Pennsylvania
$487K
CG
514
Colony Group
Massachusetts
$487K +$26.7K +960 +6%
BPWA
515
Beacon Pointe Wealth Advisors
California
$483K
NP
516
Ninepoint Partners
Ontario, Canada
$483K +$479K +17,236 New
CF
517
CNA Financial
Illinois
$479K
SFA
518
Sequoia Financial Advisors
Ohio
$478K -$52.7K -1,895 -10%
TAM
519
Tocqueville Asset Management
New York
$473K +$44.5K +1,600 +10%
DAS
520
Dynamic Advisor Solutions
Arizona
$470K -$20.8K -747 -4%
MERSOM
521
Municipal Employees' Retirement System of Michigan
Michigan
$470K +$10.6K +380 +2%
GAM
522
GQ Asset Management
New York
$469K +$155K +5,586 +50%
GHCM
523
Glen Harbor Capital Management
California
$466K +$7.56K +272 +2%
LP
524
LMR Partners
United Kingdom
$465K +$211K +7,608 +85%
SWP
525
Stratos Wealth Partners
Ohio
$463K -$5.95K -214 -1%

WMB Hedge Fund Activity: Q2 2019 in Review

836 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q2 2019, worth a combined $30.1B — down 2.9% from $31B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new WMB positions and 70 closed out — a net gain of 12 holders — while 315 added to existing stakes and 292 trimmed.

The largest buyer was Invesco, adding an estimated $404M. The largest seller was King Street Capital Management, cutting an estimated $203M.

  • 836 institutional investors held Williams Companies (WMB) as of Q2 2019, up from 832 in Q1 2019.
  • Funds reported $30.1B of Williams Companies stock for Q2 2019, down 2.9% quarter-over-quarter.
  • 82 funds opened new Williams Companies positions in Q2 2019 and 70 closed out, a net change of +12 holders.
  • The largest Williams Companies buyer in Q2 2019 was Invesco, an estimated $404M added.
  • The largest Williams Companies seller in Q2 2019 was King Street Capital Management, an estimated $203M sold.

Based on aggregated 13F filings for Q2 2019.