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Williams Companies

1,103 hedge funds and large institutions have $34.6B invested in Williams Companies in 2022 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 448 increasing their positions, 314 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 88

43% more repeat investments, than reductions

Existing positions increased: 448 | Existing positions reduced: 314

39% more funds holding in top 10

Funds holding in top 10: 2332 (+9)

28% more capital invested

Capital invested by funds: $27B → $34.6B (+$7.62B)

7% more funds holding

Funds holding: 1,0281,103 (+75)

0.45% less ownership

Funds ownership: 85.73%85.28% (-0.45%)

14% less call options, than puts

Call options by funds: $232M | Put options by funds: $269M

Holders
1,103
Holders Change
+75
Holders Change %
+7.3%
% of All Funds
17.4%
Holding in Top 10
32
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+39.13%
% of All Funds
0.5%
New
174
Increased
448
Reduced
314
Closed
88
Calls
$232M
Puts
$269M
Net Calls
-$36.9M
Net Calls Change
-$61.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
526
Wealth Alliance
New York
$987K +$188K +6,167 +26%
KWM
527
Kingsview Wealth Management
Oregon
$984K +$601K +19,674 +201%
PP
528
PDT Partners
New York
$982K -$4.66M -152,400 -84%
ANI
529
American National Insurance
Texas
$969K
HCM
530
Highlander Capital Management
New Jersey
$966K
EF
531
Empowered Funds
Pennsylvania
$965K +$882K +28,861 New
TA
532
TrueWealth Advisors
Alabama
$964K
SCA
533
Snowden Capital Advisors
New York
$960K +$601K +19,671 +217%
NP
534
Ninepoint Partners
Ontario, Canada
$956K
DP
535
Dearborn Partners
Illinois
$954K +$115K +3,753 +15%
William Blair & Company
536
William Blair & Company
Illinois
$943K -$223K -7,300 -21%
PCM
537
Pointe Capital Management
Michigan
$937K +$2.57K +84 +0.3%
UFF
538
USA Financial Formulas
Michigan
$930K +$850K +27,816 +126,436%
TCM
539
Teza Capital Management
Illinois
$930K +$851K +27,844 New
ACM
540
Alethea Capital Management
Washington
$925K +$846K +27,672 New
OF
541
Outfitter Financial
Maine
$922K
EIP
542
Epoch Investment Partners
New York
$918K +$840K +27,486 New
PM
543
Penbrook Management
New York
$915K
4WM
544
44 Wealth Management
Oregon
$913K +$532K +17,401 +176%
MIM
545
MTM Investment Management
South Carolina
$906K
HFG
546
Heron Financial Group
New York
$905K -$18.2K -597 -2%
SEC
547
Seven Eight Capital
New York
$898K +$822K +26,886 New
FFM
548
Forum Financial Management
Illinois
$896K -$31 -1 -0%
PA
549
Procyon Advisors
Connecticut
$885K +$205K +6,720 +34%
HCP
550
Holt Capital Partners
Texas
$883K

WMB Hedge Fund Activity: Q1 2022 in Review

1,103 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q1 2022, worth a combined $34.6B — up 28% from $27B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new WMB positions and 88 closed out — a net gain of 86 holders — while 448 added to existing stakes and 314 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $243M. The largest seller was Tortoise Capital Advisors, cutting an estimated $397M.

  • 1,103 institutional investors held Williams Companies (WMB) as of Q1 2022, up from 1,028 in Q4 2021.
  • Funds reported $34.6B of Williams Companies stock for Q1 2022, up 28% quarter-over-quarter.
  • 174 funds opened new Williams Companies positions in Q1 2022 and 88 closed out, a net change of +86 holders.
  • The largest Williams Companies buyer in Q1 2022 was Royal Bank of Canada, an estimated $243M added.
  • The largest Williams Companies seller in Q1 2022 was Tortoise Capital Advisors, an estimated $397M sold.

Based on aggregated 13F filings for Q1 2022.