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Williams Companies

866 hedge funds and large institutions have $20.6B invested in Williams Companies in 2020 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 307 increasing their positions, 308 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 64

7% more funds holding

Funds holding: 807866 (+59)

1% more capital invested

Capital invested by funds: $20.5B → $20.6B (+$121M)

0% less repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 308

5% less call options, than puts

Call options by funds: $137M | Put options by funds: $145M

1.69% less ownership

Funds ownership: 86.15%84.46% (-1.7%)

31% less funds holding in top 10

Funds holding in top 10: 3524 (-11)

Holders
866
Holders Change
+59
Holders Change %
+7.31%
% of All Funds
15.32%
Holding in Top 10
24
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-31.43%
% of All Funds
0.42%
New
134
Increased
307
Reduced
308
Closed
64
Calls
$137M
Puts
$145M
Net Calls
-$7.61M
Net Calls Change
-$44.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
576
Mengis Capital Management
Oregon
$323K -$148K -7,317 -31%
WS
577
Wedbush Securities
California
$321K -$54.2K -2,676 -14%
AF
578
Arrow Financial
New York
$321K +$12.6K +623 +4%
TI
579
Tidal Investments
Wisconsin
$320K +$323K +15,957 New
EHC
580
Everett Harris & Co
California
$319K -$12.2K -601 -4%
DI
581
Diligent Investors
California
$316K +$320K +15,773 New
GRP
582
Global Retirement Partners
California
$315K +$51.2K +2,528 +19%
S
583
SignatureFD
Georgia
$314K -$6.47K -319 -2%
Lazard Asset Management
584
Lazard Asset Management
New York
$313K
KeyBank National Association
585
KeyBank National Association
Ohio
$311K -$47.9K -2,365 -13%
SP
586
Symmetry Partners
Connecticut
$311K +$13.5K +664 +4%
WJWM
587
Williams Jones Wealth Management
New York
$310K -$69.4K -3,422 -18%
SG
588
Somerset Group
Minnesota
$309K
DAS
589
Dynamic Advisor Solutions
Arizona
$302K -$36.3K -1,793 -11%
APG
590
Abacus Planning Group
South Carolina
$301K
GI
591
GS Investments
Minnesota
$301K +$304K +15,000 New
MWM
592
Midwest Wealth Management
Indiana
$297K +$300K +14,793 New
DTIM
593
Danda Trouve Investment Management
Kansas
$294K +$4.36K +215 +1%
FMWA
594
Forvis Mazars Wealth Advisors
Missouri
$293K +$14.9K +736 +5%
KPCM
595
Kings Point Capital Management
New York
$287K -$37.3K -1,839 -11%
VWA
596
Visionary Wealth Advisors
Illinois
$284K -$19.3K -950 -6%
Lido Advisors
597
Lido Advisors
California
$283K -$16.3K -806 -5%
FI
598
FormulaFolio Investments
Michigan
$283K +$286K +14,092 New
BCM
599
Brookstone Capital Management
Illinois
$281K +$284K +14,005 New
BAM
600
Belpointe Asset Management
Nevada
$280K +$40.9K +2,017 +17%

WMB Hedge Fund Activity: Q4 2020 in Review

866 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q4 2020, worth a combined $20.6B — up 0.59% from $20.5B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new WMB positions and 64 closed out — a net gain of 70 holders — while 307 added to existing stakes and 308 trimmed.

The largest buyer was Amundi Asset Management US, adding an estimated $76.9M. The largest seller was Bank of America, cutting an estimated $260M.

  • 866 institutional investors held Williams Companies (WMB) as of Q4 2020, up from 807 in Q3 2020.
  • Funds reported $20.6B of Williams Companies stock for Q4 2020, up 0.59% quarter-over-quarter.
  • 134 funds opened new Williams Companies positions in Q4 2020 and 64 closed out, a net change of +70 holders.
  • The largest Williams Companies buyer in Q4 2020 was Amundi Asset Management US, an estimated $76.9M added.
  • The largest Williams Companies seller in Q4 2020 was Bank of America, an estimated $260M sold.

Based on aggregated 13F filings for Q4 2020.