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Williams Companies
WMB

Overview Fund Activity

862 hedge funds and large institutions have $20.6B invested in Williams Companies in 2020 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 307 increasing their positions, 306 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
862
Holders Change
+58
Holders Change %
+7.21%
% of All Funds
15.29%
Holding in Top 10
24
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-31.43%
% of All Funds
0.43%
New
133
Increased
307
Reduced
306
Closed
64
Calls
$137M
Puts
$145M
Net Calls
-$7.61M
Net Calls Change
-$44.2M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
+$76.1M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$74M
3
State Street
State Street
Massachusetts
+$73.2M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$61.1M
5
Deutsche Bank
Deutsche Bank
Germany
+$61M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$258M
2
Blackstone Inc
Blackstone Inc
New York
-$157M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$139M
4
BlackRock
BlackRock
New York
-$134M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$74.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
576
Arrow Financial
New York
$321K +$12.5K +623 +4%
TI
577
Tidal Investments
Wisconsin
$320K +$320K +15,957 New
EHC
578
Everett Harris & Co
California
$319K -$12.1K -601 -4%
DI
579
Diligent Investors
California
$316K +$316K +15,773 New
GRP
580
Global Retirement Partners
California
$315K +$50.7K +2,528 +19%
S
581
SignatureFD
Georgia
$314K -$6.39K -319 -2%
Lazard Asset Management
582
Lazard Asset Management
New York
$313K – – –
KeyBank National Association
583
KeyBank National Association
Ohio
$311K -$47.3K -2,365 -13%
SP
584
Symmetry Partners
Connecticut
$311K +$13.3K +664 +4%
WJWM
585
Williams Jones Wealth Management
New York
$310K -$68.6K -3,422 -18%
SG
586
Somerset Group
Minnesota
$309K – – –
DAS
587
Dynamic Advisor Solutions
Arizona
$302K -$35.9K -1,793 -11%
APG
588
Abacus Planning Group
South Carolina
$301K – – –
GI
589
GS Investments
Minnesota
$301K +$301K +15,000 New
MWM
590
Midwest Wealth Management
Indiana
$297K +$297K +14,793 New
DTIM
591
Danda Trouve Investment Management
Kansas
$294K +$4.32K +215 +1%
FMWA
592
Forvis Mazars Wealth Advisors
Missouri
$293K +$14.8K +736 +5%
KPCM
593
Kings Point Capital Management
New York
$287K -$36.8K -1,839 -11%
VWA
594
Visionary Wealth Advisors
Illinois
$284K -$19K -950 -6%
Lido Advisors
595
Lido Advisors
California
$283K -$16.1K -806 -5%
FI
596
FormulaFolio Investments
Michigan
$283K +$283K +14,092 New
BCM
597
Brookstone Capital Management
Illinois
$281K +$281K +14,005 New
BAM
598
Belpointe Asset Management
Nevada
$280K +$40.5K +2,017 +17%
CM
599
Capula Management
Cayman Islands
$273K +$273K +13,620 New
AWE
600
Avidian Wealth Enterprises
Texas
$271K -$15K -746 -5%
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24
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