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Williams Companies

794 hedge funds and large institutions have $37.8B invested in Williams Companies in 2014 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 300 increasing their positions, 260 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

458% more call options, than puts

Call options by funds: $3.15B | Put options by funds: $564M

178% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 46

105% more funds holding in top 10

Funds holding in top 10: 3776 (+39)

63% more capital invested

Capital invested by funds: $23.1B → $37.8B (+$14.7B)

15% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 260

11% more funds holding

Funds holding: 715794 (+79)

4.79% more ownership

Funds ownership: 82.06%86.85% (+4.8%)

Holders
794
Holders Change
+79
Holders Change %
+11.05%
% of All Funds
22.82%
Holding in Top 10
76
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+105.41%
% of All Funds
2.18%
New
128
Increased
300
Reduced
260
Closed
46
Calls
$3.15B
Puts
$564M
Net Calls
+$2.58B
Net Calls Change
+$963M
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
576
Cetera Advisor Networks
California
$650K -$476K -10,273 -48%
TCOO
577
Trust Company of Oklahoma
Oklahoma
$650K +$26.1K +564 +5%
PAG
578
Private Advisor Group
New Jersey
$647K -$26.5K -571 -5%
Bank of Nova Scotia
579
Bank of Nova Scotia
Ontario, Canada
$647K +$35.4K +763 +7%
IT
580
Independence Trust
Tennessee
$641K +$84.8K +1,830 +20%
KPCM
581
Kings Point Capital Management
New York
$629K +$11.6K +250 +2%
LWCFA
582
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$627K
GMIM
583
General Motors Investment Management
New York
$606K +$482K +10,406 New
Acadian Asset Management
584
Acadian Asset Management
Massachusetts
$605K
CPS
585
Counsel Portfolio Services
Ontario, Canada
$605K
CCA
586
Catalyst Capital Advisors
New York
$605K +$482K +10,400 New
VFS
587
VSR Financial Services
Kansas
$595K -$25.4K -549 -5%
ACM
588
Argentus Capital Management
Texas
$592K -$109K -2,349 -19%
SWA
589
SFMG Wealth Advisors
Texas
$592K +$472K +10,178 New
SAS
590
Spectrum Advisory Services
Georgia
$591K -$55.6K -1,200 -11%
SLG
591
Stanley-Laman Group
Pennsylvania
$582K -$53.6K -1,156 -10%
BWFA
592
Baltimore-Washington Financial Advisors
Maryland
$582K +$278K +6,000 +150%
TU
593
TDAM USA
Ontario, Canada
$573K +$20.3K +437 +5%
CB
594
Commerce Bank
Missouri
$565K +$30.7K +663 +7%
HCM
595
Highlander Capital Management
New Jersey
$562K -$336K -7,250 -43%
DWT
596
Dorsey & Whitney Trust
South Dakota
$561K -$278 -6 -0.1%
KFS
597
KMS Financial Services
Washington
$557K -$26.1K -564 -6%
FAAS
598
First Allied Advisory Services
California
$553K -$53.9K -1,163 -11%
OMCS
599
Old Mutual Customised Solutions
South Africa
$553K -$41.7K -900 -9%
WFMPM
600
Woodley Farra Manion Portfolio Management
Indiana
$553K

WMB Hedge Fund Activity: Q2 2014 in Review

794 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q2 2014, worth a combined $37.8B — up 63% from $23.1B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new WMB positions and 46 closed out — a net gain of 82 holders — while 300 added to existing stakes and 260 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $474M. The largest seller was Sculptor Capital, cutting an estimated $185M.

  • 794 institutional investors held Williams Companies (WMB) as of Q2 2014, up from 715 in Q1 2014.
  • Funds reported $37.8B of Williams Companies stock for Q2 2014, up 63% quarter-over-quarter.
  • 128 funds opened new Williams Companies positions in Q2 2014 and 46 closed out, a net change of +82 holders.
  • The largest Williams Companies buyer in Q2 2014 was Fidelity Investments, an estimated $474M added.
  • The largest Williams Companies seller in Q2 2014 was Sculptor Capital, an estimated $185M sold.

Based on aggregated 13F filings for Q2 2014.