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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
JCIA
526
Jackson Creek Investment Advisors
Colorado
$425K -$1.22K -60 -0.3%
NP
527
Ninepoint Partners
Ontario, Canada
$420K +$425K +20,958 New
MSRPS
528
Maryland State Retirement & Pension System
Maryland
$417K +$397K +19,600 New
CCM
529
Covington Capital Management
California
$416K
IC
530
IEQ Capital
California
$415K +$27.1K +1,339 +7%
APP
531
Alpha Paradigm Partners
Illinois
$411K +$416K +20,509 New
WANY
532
Wealthspire Advisors (New York)
New York
$409K +$166K +8,171 +67%
NC
533
Nicholas Company
Wisconsin
$406K
HCM
534
Hollencrest Capital Management
California
$405K +$17.6K +868 +4%
SS
535
Simplicity Solutions
Minnesota
$404K +$6.12K +302 +2%
VWA
536
V Wealth Advisors
Kansas
$404K +$59.6K +2,939 +17%
CCIA
537
Campbell & Co Investment Adviser
Maryland
$403K +$408K +20,113 New
LW
538
Linscomb Wealth
Texas
$402K -$54.9K -2,707 -12%
GIM
539
Groesbeck Investment Management
New Jersey
$401K +$37.5K +1,851 +10%
DA
540
DCM Advisors
New York
$401K +$405K +20,000 New
SW
541
SVB Wealth
Massachusetts
$398K +$163K +8,045 +68%
FFS
542
Founders Financial Securities
Maryland
$392K +$60.5K +2,986 +18%
IA
543
IndexIQ Advisors
New York
$388K +$146K +7,226 +59%
CA
544
Cullinan Associates
Kentucky
$381K
IAA
545
Independent Advisor Alliance
North Carolina
$381K +$22.2K +1,095 +6%
KPWS
546
Kestra Private Wealth Services
Texas
$380K +$70.1K +3,459 +22%
II
547
Inspire Investing
Idaho
$379K +$5.07K +250 +1%
SS
548
Sunbelt Securities
Texas
$379K +$383K +18,916 New
SFI
549
Siemens Fonds Invest
Germany
$376K +$382K +18,861 New
SWP
550
Stratos Wealth Partners
Ohio
$375K +$38.3K +1,888 +11%

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.