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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
SBH
526
Segall Bryant & Hamill
Illinois
$462K -$11.3K -407 -2%
AIM
527
Anchor Investment Management
South Carolina
$458K
EWA
528
Exencial Wealth Advisors
Oklahoma
$456K
P
529
Pitcairn
Pennsylvania
$455K -$27.3K -984 -6%
PFS
530
Prospera Financial Services
Texas
$454K -$8K -288 -2%
CAM
531
Centre Asset Management
New York
$454K
AWM
532
Avior Wealth Management
Nebraska
$453K +$9.39K +338 +2%
IDA
533
Intelligence Driven Advisers
California
$447K -$6.78K -244 -2%
FWM
534
Frontier Wealth Management
Missouri
$444K -$855K -30,758 -66%
VanEck Associates
535
VanEck Associates
New York
$442K +$76.1K +2,738 +21%
SS
536
Simplicity Solutions
Minnesota
$436K +$432K +15,537 New
Tudor Investment Corp
537
Tudor Investment Corp
Connecticut
$436K +$432K +15,547 New
DC
538
Davenport & Co
Virginia
$433K -$1.31K -47 -0.3%
PI
539
PFS Investments
Georgia
$432K +$424K +15,246 New
RIL
540
Rothschild Investment LLC
Illinois
$431K
SG
541
Somerset Group
Minnesota
$431K
Lido Advisors
542
Lido Advisors
California
$430K -$341K -12,283 -44%
OCG
543
Opus Capital Group
Ohio
$430K +$68.4K +2,460 +19%
BBHC
544
Brown Brothers Harriman & Co
New York
$426K +$104K +3,740 +33%
TCOO
545
Trust Company of Oklahoma
Oklahoma
$423K +$34.7K +1,250 +9%
PCM
546
Palisade Capital Management
New Jersey
$421K
ASN
547
Advisory Services Network
Georgia
$421K +$28.7K +1,033 +7%
WPA
548
West Paces Advisors
Georgia
$420K -$15.1K -545 -4%
S
549
SignatureFD
Georgia
$418K +$25.7K +926 +7%
FNT
550
First National Trust
Pennsylvania
$417K -$61.6K -2,216 -13%

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.