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Williams Companies

701 hedge funds and large institutions have $20.9B invested in Williams Companies in 2017 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 334 increasing their positions, 179 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 179

52% more call options, than puts

Call options by funds: $288M | Put options by funds: $189M

20% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 75

5% more capital invested

Capital invested by funds: $19.9B → $20.9B (+$958M)

1% more funds holding

Funds holding: 697701 (+4)

0.25% more ownership

Funds ownership: 85.11%85.37% (+0.25%)

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

Holders
701
Holders Change
+4
Holders Change %
+0.57%
% of All Funds
17.45%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.65%
New
90
Increased
334
Reduced
179
Closed
75
Calls
$288M
Puts
$189M
Net Calls
+$99.2M
Net Calls Change
-$73.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
576
Northwestern Mutual Wealth Management
Wisconsin
$163K +$44.3K +1,534 +39%
WT
577
Whittier Trust
California
$162K
RFM
578
Royal Fund Management
Florida
$156K +$10.7K +371 +8%
VWM
579
Valley Wealth Managers
New Jersey
$144K +$26K +900 +23%
PA
580
Parallel Advisors
California
$143K +$74.4K +2,573 +124%
AIM
581
Acrospire Investment Management
Illinois
$139K +$28.9K +1,000 +27%
MA
582
MUFG Americas
New York
$137K
NIPH
583
NN Investment Partners Holdings
Netherlands
$134K -$6.74K -233 -5%
BL
584
Balentine LLC
Georgia
$128K -$77.8K -2,690 -38%
CFA
585
Carroll Financial Associates
North Carolina
$126K -$3.76K -130 -3%
HCM
586
Highlander Capital Management
New Jersey
$126K
SPIA
587
Steward Partners Investment Advisory
New York
$123K +$120K +4,158 New
SQA
588
Simon Quick Advisors
New Jersey
$121K +$118K +4,095 New
AIM
589
Anchor Investment Management
South Carolina
$117K
ARMT
590
Amica Retiree Medical Trust
Rhode Island
$112K
SIA
591
SeaBridge Investment Advisors
New Jersey
$109K +$106K +3,680 New
ED
592
Exane Derivatives
France
$108K -$5.12K -177 -5%
GLI
593
Guardian Life Insurance
New York
$94K +$16.5K +572 +22%
OC
594
Oakworth Capital
Alabama
$90K
QCG
595
Quadrant Capital Group
Ohio
$82K -$9.97K -345 -10%
BIG
596
Bellwether Investment Group
Tennessee
$78K -$2.69K -93 -3%
FDCDDQ
597
Federation des caisses Desjardins du Quebec
Quebec, Canada
$77.4K +$75.6K +2,615 New
FIB
598
First Interstate Bank
Montana
$75K
WAM
599
Wealthspire Advisors (Maryland)
Maryland
$75K +$18.4K +638 +34%
BAM
600
Barrett Asset Management
New York
$74K -$28.9K -1,000 -29%

WMB Hedge Fund Activity: Q1 2017 in Review

701 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q1 2017, worth a combined $20.9B — up 4.8% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new WMB positions and 75 closed out — a net gain of 15 holders — while 334 added to existing stakes and 179 trimmed.

The largest buyer was BlackRock, adding an estimated $1.65B. The largest seller was Lone Pine Capital, exiting entirely with an estimated $508M sold.

  • 701 institutional investors held Williams Companies (WMB) as of Q1 2017, up from 697 in Q4 2016.
  • Funds reported $20.9B of Williams Companies stock for Q1 2017, up 4.8% quarter-over-quarter.
  • 90 funds opened new Williams Companies positions in Q1 2017 and 75 closed out, a net change of +15 holders.
  • The largest Williams Companies buyer in Q1 2017 was BlackRock, an estimated $1.65B added.
  • The largest Williams Companies seller in Q1 2017 was Lone Pine Capital, an estimated $508M sold.

Based on aggregated 13F filings for Q1 2017.