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Williams Companies

729 hedge funds and large institutions have $19.7B invested in Williams Companies in 2018 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 294 increasing their positions, 228 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $214M | Put options by funds: $103M

33% more funds holding in top 10

Funds holding in top 10: 1520 (+5)

29% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 228

18% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 72

11% more capital invested

Capital invested by funds: $17.7B → $19.7B (+$2B)

1.64% more ownership

Funds ownership: 86.13%87.77% (+1.6%)

1% more funds holding

Funds holding: 722729 (+7)

Holders
729
Holders Change
+7
Holders Change %
+0.97%
% of All Funds
16.69%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.46%
New
85
Increased
294
Reduced
228
Closed
72
Calls
$214M
Puts
$103M
Net Calls
+$111M
Net Calls Change
+$39.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WAAG
526
Wealth Alliance Advisory Group
Kansas
$280K
MAM
527
Meeder Asset Management
Ohio
$279K +$5.33K +202 +2%
NIM
528
NuWave Investment Management
New Jersey
$278K +$270K +10,254 New
AAM
529
American Asset Management
Florida
$274K -$85.9K -3,258 -24%
GWM
530
Geneos Wealth Management
Colorado
$272K +$316 +12 +0.1%
GCA
531
Gideon Capital Advisors
New York
$271K -$318K -12,063 -55%
HA
532
Harbor Advisors
Florida
$271K
SFFS
533
Stonehage Fleming Financial Services
Jersey
$271K
SWM
534
Stockman Wealth Management
Montana
$271K +$264K +10,000 New
DAS
535
Dynamic Advisor Solutions
Arizona
$265K +$11K +418 +4%
Baird Financial Group
536
Baird Financial Group
Wisconsin
$264K +$257K +9,728 New
PIA
537
Piedmont Investment Advisors
North Carolina
$263K +$256K +9,697 New
LOAME
538
Lombard Odier Asset Management (Europe)
United Kingdom
$257K
FRM
539
Fox Run Management
Connecticut
$257K +$250K +9,486 New
BWP
540
Baldwin Wealth Partners
Massachusetts
$251K +$191K +7,258 +363%
KS
541
Karpas Strategies
Connecticut
$248K
SG Americas Securities
542
SG Americas Securities
New York
$247K -$1.82M -68,887 -88%
Federated Hermes
543
Federated Hermes
Pennsylvania
$247K -$381K -14,437 -61%
CC
544
Chicago Capital
Illinois
$246K +$240K +9,083 New
EWM
545
Evercore Wealth Management
New York
$245K +$238K +9,025 New
SM
546
Sciencast Management
New Jersey
$244K +$225K +8,515 New
AWA
547
ARS Wealth Advisors
Florida
$239K -$78.7K -2,986 -25%
SBIA
548
Sheaff Brock Investment Advisors
Indiana
$238K +$1.95K +74 +0.9%
AIM
549
Anchor Investment Management
South Carolina
$237K
WB
550
WesBanco Bank
West Virginia
$235K +$228K +8,645 New

WMB Hedge Fund Activity: Q2 2018 in Review

729 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q2 2018, worth a combined $19.7B — up 11% from $17.7B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new WMB positions and 72 closed out — a net gain of 13 holders — while 294 added to existing stakes and 228 trimmed.

The largest buyer was King Street Capital Management, adding an estimated $223M. The largest seller was Fidelity Investments, cutting an estimated $505M.

  • 729 institutional investors held Williams Companies (WMB) as of Q2 2018, up from 722 in Q1 2018.
  • Funds reported $19.7B of Williams Companies stock for Q2 2018, up 11% quarter-over-quarter.
  • 85 funds opened new Williams Companies positions in Q2 2018 and 72 closed out, a net change of +13 holders.
  • The largest Williams Companies buyer in Q2 2018 was King Street Capital Management, an estimated $223M added.
  • The largest Williams Companies seller in Q2 2018 was Fidelity Investments, an estimated $505M sold.

Based on aggregated 13F filings for Q2 2018.