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Williams Companies

866 hedge funds and large institutions have $20.6B invested in Williams Companies in 2020 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 307 increasing their positions, 308 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 64

7% more funds holding

Funds holding: 807866 (+59)

1% more capital invested

Capital invested by funds: $20.5B → $20.6B (+$121M)

0% less repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 308

5% less call options, than puts

Call options by funds: $137M | Put options by funds: $145M

1.69% less ownership

Funds ownership: 86.15%84.46% (-1.7%)

31% less funds holding in top 10

Funds holding in top 10: 3524 (-11)

Holders
866
Holders Change
+59
Holders Change %
+7.31%
% of All Funds
15.32%
Holding in Top 10
24
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-31.43%
% of All Funds
0.42%
New
134
Increased
307
Reduced
308
Closed
64
Calls
$137M
Puts
$145M
Net Calls
-$7.61M
Net Calls Change
-$44.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
501
Fernwood Investment Management
Massachusetts
$502K +$48.7K +2,400 +11%
KC
502
Knuff & Co
California
$501K
RC
503
RBF Capital
California
$501K +$507K +25,000 New
MMG
504
Monetary Management Group
Missouri
$499K +$302K +14,900 +149%
JG
505
Jefferies Group
New York
$493K -$389K -19,166 -44%
BG
506
Bollard Group
Massachusetts
$491K
IB
507
Intrust Bank
Kansas
$491K +$17.5K +865 +4%
DTL
508
Dynamic Technology Lab
Singapore
$482K +$487K +24,015 New
Brown Advisory
509
Brown Advisory
Maryland
$481K -$135K -6,651 -22%
RVPG
510
Relative Value Partners Group
$481K +$8.11K +400 +2%
CAN
511
Cetera Advisor Networks
California
$481K +$176K +8,706 +57%
MFG
512
Magnus Financial Group
New York
$478K +$4.74K +234 +1%
BCV
513
Banque Cantonale Vaudoise
Switzerland
$477K
LSAG
514
Lake Street Advisors Group
New Hampshire
$473K -$80.9K -3,991 -14%
DP
515
Dearborn Partners
Illinois
$473K -$11.4K -562 -2%
CI
516
Conning Inc
Connecticut
$462K -$42K -2,070 -8%
CS
517
Cannell & Spears
New York
$461K -$3.55K -175 -0.8%
NSIM
518
North Star Investment Management
Illinois
$460K
Vontobel Holding
519
Vontobel Holding
Switzerland
$455K +$410K +20,215 New
WEC
520
Winslow Evans & Crocker
Massachusetts
$445K +$56.9K +2,807 +14%
LNWWM
521
Laird Norton Wetherby Wealth Management
California
$444K +$9.47K +467 +2%
AA
522
Argent Advisors
Louisiana
$442K +$183K +9,046 +70%
BBA
523
BLB&B Advisors
Pennsylvania
$441K -$63.4K -3,125 -12%
4WM
524
44 Wealth Management
Oregon
$438K +$443K +21,838 New
GWM
525
Geneos Wealth Management
Colorado
$435K +$162K +7,994 +76%

WMB Hedge Fund Activity: Q4 2020 in Review

866 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q4 2020, worth a combined $20.6B — up 0.59% from $20.5B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new WMB positions and 64 closed out — a net gain of 70 holders — while 307 added to existing stakes and 308 trimmed.

The largest buyer was Amundi Asset Management US, adding an estimated $76.9M. The largest seller was Bank of America, cutting an estimated $260M.

  • 866 institutional investors held Williams Companies (WMB) as of Q4 2020, up from 807 in Q3 2020.
  • Funds reported $20.6B of Williams Companies stock for Q4 2020, up 0.59% quarter-over-quarter.
  • 134 funds opened new Williams Companies positions in Q4 2020 and 64 closed out, a net change of +70 holders.
  • The largest Williams Companies buyer in Q4 2020 was Amundi Asset Management US, an estimated $76.9M added.
  • The largest Williams Companies seller in Q4 2020 was Bank of America, an estimated $260M sold.

Based on aggregated 13F filings for Q4 2020.