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Williams Companies

645 hedge funds and large institutions have $19.6B invested in Williams Companies in 2016 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 226 increasing their positions, 217 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $465M | Put options by funds: $266M

60% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 63

43% more capital invested

Capital invested by funds: $13.8B → $19.6B (+$5.89B)

26% more funds holding in top 10

Funds holding in top 10: 2734 (+7)

5% more funds holding

Funds holding: 615645 (+30)

1.42% more ownership

Funds ownership: 84.78%86.2% (+1.4%)

4% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 217

Holders
645
Holders Change
+30
Holders Change %
+4.88%
% of All Funds
17.21%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.91%
New
101
Increased
226
Reduced
217
Closed
63
Calls
$465M
Puts
$266M
Net Calls
+$199M
Net Calls Change
+$122M
Name Holding Trade Value Shares
Change
Change in
Stake
HR
576
Howe & Rusling
New York
$42K
CAW
577
Cornerstone Advisors (Washington)
Washington
$38K +$21.3K +801 +181%
MCA
578
Mercer Capital Advisers
New Jersey
$37K
FNBSF
579
First National Bank Sioux Falls
South Dakota
$37K +$32.1K +1,211 New
CLOS
580
Compagnie Lombard Odier SCmA
Switzerland
$34K -$41.1K -1,550 -58%
KTC
581
Kistler-Tiffany Companies
Pennsylvania
$34K +$10.6K +400 +58%
WP
582
WealthPLAN Partners
Nebraska
$33.2K -$2.65K -100 -8%
HFM
583
Hartford Financial Management
Connecticut
$33K +$29.3K +1,103 New
CPA
584
Cowen Prime Advisors
New York
$31K
VNA
585
Valley National Advisers
Pennsylvania
$31K +$186 +7 +0.7%
FPFS
586
First Personal Financial Services
North Carolina
$31K +$2.12K +80 +9%
IC
587
IKOS CIF
Cyprus
$31K +$26.5K +1,000 New
KT
588
Kanaly Trust
Texas
$29K -$12.6K -476 -34%
FPTW
589
Franklin, Parlapiano, Turner & Welch
Texas
$28K
JCM
590
Jacobi Capital Management
Pennsylvania
$28K
AWM
591
Avior Wealth Management
Nebraska
$26K +$5.68K +214 +34%
TCOV
592
Trust Company of Vermont
Vermont
$25K -$1.88K -71 -8%
ST
593
Smithfield Trust
Pennsylvania
$25K
DBT
594
Dubuque Bank & Trust
Iowa
$25K +$21.6K +815 New
AIS
595
Accurate Investment Solutions
Pennsylvania
$24K +$53 +2 +0.3%
MWP
596
MYCIO Wealth Partners
Pennsylvania
$23K -$7.32K -276 -27%
SNT
597
Security National Trust
West Virginia
$23K +$18.2K +686 +915%
EDRH
598
Edmond de Rothschild Holding
Switzerland
$22K
EDRS
599
Edmond de Rothschild (Suisse)
Switzerland
$22K
LCS
600
Levin Capital Strategies
New York
$21.7K +$5.77M +217,463 +45%

WMB Hedge Fund Activity: Q3 2016 in Review

645 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q3 2016, worth a combined $19.6B — up 43% from $13.8B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new WMB positions and 63 closed out — a net gain of 38 holders — while 226 added to existing stakes and 217 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $434M. The largest seller was Corvex Management, cutting an estimated $612M.

  • 645 institutional investors held Williams Companies (WMB) as of Q3 2016, up from 615 in Q2 2016.
  • Funds reported $19.6B of Williams Companies stock for Q3 2016, up 43% quarter-over-quarter.
  • 101 funds opened new Williams Companies positions in Q3 2016 and 63 closed out, a net change of +38 holders.
  • The largest Williams Companies buyer in Q3 2016 was Fidelity Investments, an estimated $434M added.
  • The largest Williams Companies seller in Q3 2016 was Corvex Management, an estimated $612M sold.

Based on aggregated 13F filings for Q3 2016.