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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
EWA
551
Exencial Wealth Advisors
Oklahoma
$374K
DC
552
Davenport & Co
Virginia
$369K +$5.03K +248 +1%
SIA
553
SkyView Investment Advisors
New Jersey
$369K +$373K +18,414 New
DWT
554
Dorsey & Whitney Trust
South Dakota
$368K +$141K +6,942 +61%
Mercer Global Advisors
555
Mercer Global Advisors
Colorado
$366K -$53.8K -2,654 -13%
LS
556
Livforsakringsbolaget Skandia
Sweden
$363K +$107K +5,300 +41%
SPC
557
Sigma Planning Corp
Michigan
$363K +$367K +18,119 New
LIM
558
Leavell Investment Management
Alabama
$362K -$4.83K -238 -1%
HVIA
559
Hudson Valley Investment Advisors
New York
$355K -$42.1K -2,075 -10%
AO
560
Advisor OS
Illinois
$355K +$359K +17,691 New
AIP
561
Ameritas Investment Partners
Nebraska
$354K -$63.5K -3,134 -15%
NFG
562
Next Financial Group
Texas
$353K +$306K +15,100 +605%
FWM
563
Foresight Wealth Management
Utah
$353K +$356K +17,581 New
CCT
564
Country Club Trust
Missouri
$352K
YWP
565
YorkBridge Wealth Partners
New York
$351K -$26K -1,283 -7%
BNP Paribas Asset Management
566
BNP Paribas Asset Management
France
$350K -$83.5K -4,118 -19%
S
567
Seeyond
France
$348K -$1.99K -98 -0.6%
AAM
568
Augustine Asset Management
Florida
$343K -$42K -2,073 -11%
FTDI
569
First Trust Direct Indexing
Massachusetts
$339K +$343K +16,915 New
BEI
570
Benjamin Edwards Inc
Missouri
$337K -$94.5K -4,664 -22%
HAG
571
HighPoint Advisor Group
Illinois
$337K +$306K +15,119 New
BRWA
572
B. Riley Wealth Advisors
Florida
$336K -$14.4K -712 -4%
AFP
573
Ausdal Financial Partners
Iowa
$334K +$57.4K +2,830 +20%
FRM
574
Fox Run Management
Connecticut
$326K -$140K -6,884 -30%
RFA
575
Reilly Financial Advisors
California
$325K

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.