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Williams Companies

692 hedge funds and large institutions have $16B invested in Williams Companies in 2015 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 207 increasing their positions, 339 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $1.1B | Put options by funds: $518M

0.66% more ownership

Funds ownership: 82.85%83.5% (+0.66%)

12% less funds holding

Funds holding: 787692 (-95)

30% less capital invested

Capital invested by funds: $22.7B → $16B (-$6.74B)

32% less funds holding in top 10

Funds holding in top 10: 3826 (-12)

39% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 339

53% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 156

Holders
692
Holders Change
-95
Holders Change %
-12.07%
% of All Funds
18.15%
Holding in Top 10
26
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-31.58%
% of All Funds
0.68%
New
73
Increased
207
Reduced
339
Closed
156
Calls
$1.1B
Puts
$518M
Net Calls
+$582M
Net Calls Change
-$330M
Name Holding Trade Value Shares
Change
Change in
Stake
MIC
576
MU Investments Company
Japan
$143K -$29.7K -850 -13%
SOAMC
577
Spirit of America Management Corp
New York
$137K
IA
578
IFP Advisors
Florida
$136K +$185K +5,292 New
MFS
579
MSI Financial Services
Massachusetts
$134K +$90K +2,575 +97%
JWM
580
Jacobus Wealth Management
Wisconsin
$132K -$6.25K -179 -3%
CGT
581
Capital Guardian Trust
California
$123K
MA
582
MUFG Americas
New York
$119K -$252K -7,226 -61%
HCC
583
Hirtle Callaghan & Co
Pennsylvania
$119K
PAM
584
PartnerRe Asset Management
Connecticut
$118K -$272K -7,775 -63%
SNT
585
Security National Trust
West Virginia
$117K -$35.1K -1,005 -18%
TWMP
586
Taylor Wealth Management Partners
Massachusetts
$116K -$29K -830 -16%
PAIA
587
Park Avenue Institutional Advisers
New York
$114K -$4.12K -118 -3%
CFA
588
Carroll Financial Associates
North Carolina
$110K -$62.4K -1,785 -29%
FIB
589
First Interstate Bank
Montana
$109K +$122K +3,500 +476%
Schroder Investment Management Group
590
Schroder Investment Management Group
United Kingdom
$102K
FHA
591
First Horizon Advisors
Tennessee
$98K +$93K +2,663 +230%
WA
592
WFG Advisors
Texas
$94K -$31.6K -905 -20%
SIG
593
Stanford Investment Group
California
$92K
S
594
SignatureFD
Georgia
$87K +$48.4K +1,385 +69%
BL
595
Balentine LLC
Georgia
$85K -$52.7K -1,509 -31%
GLI
596
Guardian Life Insurance
New York
$83K -$26.3K -752 -19%
LOAMS
597
Lombard Odier Asset Management (Switzerland)
Switzerland
$81K +$109K +3,131 New
FMLI
598
Fukoku Mutual Life Insurance
Japan
$80K -$6.99K -200 -6%
SFU
599
Stonehage Fleming (UK)
United Kingdom
$77K
SC
600
Saturna Capital
Washington
$77K +$34.9K +1,000 +50%

WMB Hedge Fund Activity: Q4 2015 in Review

692 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q4 2015, worth a combined $16B — down 30% from $22.7B a quarter earlier.

Sellers outnumbered buyers: 156 funds closed out of WMB and 73 opened new positions — a net loss of 83 holders — while 339 trimmed existing stakes and 207 added.

The largest buyer was Lone Pine Capital, adding an estimated $394M. The largest seller was Franklin Resources, cutting an estimated $291M.

  • 692 institutional investors held Williams Companies (WMB) as of Q4 2015, down from 787 in Q3 2015.
  • Funds reported $16B of Williams Companies stock for Q4 2015, down 30% quarter-over-quarter.
  • 73 funds opened new Williams Companies positions in Q4 2015 and 156 closed out, a net change of -83 holders.
  • The largest Williams Companies buyer in Q4 2015 was Lone Pine Capital, an estimated $394M added.
  • The largest Williams Companies seller in Q4 2015 was Franklin Resources, an estimated $291M sold.

Based on aggregated 13F filings for Q4 2015.