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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
BG
551
Bollard Group
Massachusetts
$883K +$10.2K +333 +1%
NRS
552
Neville Rodie & Shaw
New York
$871K
NIMI
553
Natixis Investment Managers International
France
$866K +$792K +25,930 New
SC
554
Schulhoff & Co
Ohio
$864K
Lido Advisors
555
Lido Advisors
California
$855K -$4.4K -144 -0.6%
BI
556
Bramshill Investments
Florida
$854K -$1.59M -51,956 -67%
CIC
557
Cornercap Investment Counsel
Georgia
$852K -$23.4K -766 -3%
CM
558
Castleark Management
Illinois
$852K
TI
559
Trexquant Investment
Connecticut
$851K +$778K +25,461 New
IA
560
IndexIQ Advisors
New York
$847K +$2.2K +72 +0.3%
EDRIA
561
Edmonds Duncan Registered Investment Advisors
Kansas
$844K
RC
562
RBF Capital
California
$835K
EI
563
Ethic Inc
New York
$828K +$492K +16,089 +185%
IC
564
IEQ Capital
California
$827K -$47.3K -1,548 -6%
CI
565
Conning Inc
Connecticut
$822K -$15.6K -510 -2%
HAM
566
Hedges Asset Management
Nevada
$815K
Carson Wealth (CWM LLC)
567
Carson Wealth (CWM LLC)
Nebraska
$809K -$3.51K -115 -0.5%
CPM
568
Connective Portfolio Management
New York
$809K
CS
569
Cannell & Spears
New York
$802K
FIM
570
Fernwood Investment Management
Massachusetts
$801K
MW
571
Marcum Wealth
Ohio
$798K +$87.5K +2,863 +14%
MAM
572
Meeder Asset Management
Ohio
$794K -$38.8K -1,270 -5%
HCM
573
Hollencrest Capital Management
California
$794K +$1.74K +57 +0.2%
AWM
574
Avior Wealth Management
Nebraska
$792K -$46K -1,505 -6%
WJWM
575
Williams Jones Wealth Management
New York
$789K -$18K -588 -2%

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.