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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
CCM
526
Covington Capital Management
California
$301K
WSTAM
527
Wilbanks Smith & Thomas Asset Management
Virginia
$299K +$292K +10,101 New
LCM
528
Lucas Capital Management
New Jersey
$297K -$109K -3,781 -27%
CA
529
Cornerstone Advisors
North Carolina
$296K
HA
530
Harbor Advisors
Florida
$296K
SFFS
531
Stonehage Fleming Financial Services
Jersey
$296K +$202K +7,000 +233%
AWA
532
ARS Wealth Advisors
Florida
$293K +$5.84K +202 +2%
MML Investors Services
533
MML Investors Services
Massachusetts
$292K +$286K +9,885 New
PP
534
Patten & Patten
Tennessee
$291K +$14.4K +499 +5%
NG
535
NatWest Group
United Kingdom
$289K
TCOO
536
Trust Company of Oklahoma
Oklahoma
$287K
MFW
537
Mosaic Family Wealth
Missouri
$284K -$49.2K -1,703 -15%
CA
538
Cetera Advisors
Colorado
$284K -$14.5K -500 -5%
BRWA
539
B. Riley Wealth Advisors
Florida
$280K -$35.5K -1,228 -11%
TSS
540
Two Sigma Securities
New York
$278K -$46.5K -1,608 -15%
MYAM
541
Meiji Yasuda Asset Management
Japan
$274K
KS
542
Karpas Strategies
Connecticut
$271K
WEC
543
Winslow Evans & Crocker
Massachusetts
$270K -$17.6K -610 -6%
SBH
544
Segall Bryant & Hamill
Illinois
$269K
HFM
545
Hartford Financial Management
Connecticut
$260K +$210K +7,260 +467%
PCMM
546
Private Capital Management (Minnesota)
Minnesota
$258K +$136K +4,700 +118%
ASN
547
Advisory Services Network
Georgia
$258K +$253K +8,736 New
ICOA
548
Investment Centers of America
North Dakota
$255K -$21.6K -747 -8%
SBIA
549
Sheaff Brock Investment Advisors
Indiana
$250K +$1.19K +41 +0.5%
WB
550
WesBanco Bank
West Virginia
$248K +$14.5K +500 +6%

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.