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Williams Companies

715 hedge funds and large institutions have $23.1B invested in Williams Companies in 2014 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 246 increasing their positions, 284 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

524% more call options, than puts

Call options by funds: $1.93B | Put options by funds: $309M

147% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 38

7% more capital invested

Capital invested by funds: $21.6B → $23.1B (+$1.54B)

7% more funds holding

Funds holding: 669715 (+46)

0.5% more ownership

Funds ownership: 81.56%82.06% (+0.5%)

5% less funds holding in top 10

Funds holding in top 10: 3937 (-2)

13% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 284

Holders
715
Holders Change
+46
Holders Change %
+6.88%
% of All Funds
20.65%
Holding in Top 10
37
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.13%
% of All Funds
1.07%
New
94
Increased
246
Reduced
284
Closed
38
Calls
$1.93B
Puts
$309M
Net Calls
+$1.62B
Net Calls Change
+$432M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
526
Credential Securities
$566K +$565K +13,951 New
BP
527
Banyan Partners
Florida
$563K -$25.4K -626 -4%
VRS
528
Virginia Retirement Systems
Virginia
$562K +$210K +5,178 +60%
FANJ
529
Financial Architects (New Jersey)
New Jersey
$550K +$48.6K +1,200 +10%
AIP
530
Ameritas Investment Partners
Nebraska
$549K -$40.2K -992 -7%
WFM
531
Wilmington Funds Management
Delaware
$542K
SBH
532
Segall Bryant & Hamill
Illinois
$532K -$32.4K -800 -6%
HH
533
Hilltop Holdings
Texas
$531K +$530K +13,079 New
HCP
534
Holt Capital Partners
Texas
$529K +$60.8K +1,500 +13%
Natixis Advisors
535
Natixis Advisors
Massachusetts
$524K -$652K -16,083 -55%
PFM
536
Phillips Financial Management
Indiana
$522K
CI
537
Constellation Investments
Ohio
$519K +$8.1K +200 +2%
NC
538
NewSquare Capital
Pennsylvania
$512K +$5.27K +130 +1%
ACM
539
Argentus Capital Management
Texas
$508K +$507K +12,519 New
PG
540
PEAK6 Group
Illinois
$504K -$3.74M -92,284 -88%
WA
541
WBH Advisory
Maryland
$502K +$250K +6,175 +100%
HNB
542
Huntington National Bank
Ohio
$500K +$71.6K +1,767 +17%
WP
543
WMS Partners
Maryland
$490K +$54.6K +1,348 +13%
NRS
544
Neville Rodie & Shaw
New York
$482K -$7.62K -188 -2%
OA
545
OFI Advisors
Pennsylvania
$480K -$82.2K -2,028 -15%
NFC
546
Northeast Financial Consultants
Connecticut
$477K
PAG
547
Private Advisor Group
New Jersey
$474K +$54K +1,333 +13%
LBC
548
Lowe Brockenbrough & Co
Virginia
$473K
AP
549
Advisor Partners
California
$467K +$17.5K +433 +4%
KA
550
Kovack Advisors
Florida
$460K -$113K -2,800 -20%

WMB Hedge Fund Activity: Q1 2014 in Review

715 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q1 2014, worth a combined $23.1B — up 7.1% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new WMB positions and 38 closed out — a net gain of 56 holders — while 246 added to existing stakes and 284 trimmed.

The largest buyer was Corvex Management, adding an estimated $1.14B. The largest seller was Morgan Stanley, cutting an estimated $318M.

  • 715 institutional investors held Williams Companies (WMB) as of Q1 2014, up from 669 in Q4 2013.
  • Funds reported $23.1B of Williams Companies stock for Q1 2014, up 7.1% quarter-over-quarter.
  • 94 funds opened new Williams Companies positions in Q1 2014 and 38 closed out, a net change of +56 holders.
  • The largest Williams Companies buyer in Q1 2014 was Corvex Management, an estimated $1.14B added.
  • The largest Williams Companies seller in Q1 2014 was Morgan Stanley, an estimated $318M sold.

Based on aggregated 13F filings for Q1 2014.