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Williams Companies

640 hedge funds and large institutions have $30.1B invested in Williams Companies in 2013 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 248 increasing their positions, 234 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

626% more call options, than puts

Call options by funds: $1.99B | Put options by funds: $274M

66% more capital invested

Capital invested by funds: $18.1B → $30.1B (+$11.9B)

18% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 57

6% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 234

1% more funds holding

Funds holding: 635640 (+5)

0.54% more ownership

Funds ownership: 81.68%82.21% (+0.54%)

8% less funds holding in top 10

Funds holding in top 10: 3633 (-3)

Holders
640
Holders Change
+5
Holders Change %
+0.79%
% of All Funds
20.75%
Holding in Top 10
33
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.33%
% of All Funds
1.07%
New
67
Increased
248
Reduced
234
Closed
57
Calls
$1.99B
Puts
$274M
Net Calls
+$1.71B
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
601
Forester Capital Management
Illinois
$45K
IMS
602
Index Management Solutions
Pennsylvania
$43K +$41.6K +1,186 New
SF
603
Synovus Financial
Georgia
$40K -$14.9K -425 -28%
FANJ
604
Financial Architects (New Jersey)
New Jersey
$40K -$8.76K -250 -19%
DAM
605
Delta Asset Management
Tennessee
$38K
HRIA
606
Haberer Registered Investment Advisor
Ohio
$36K
WF
607
WealthTrust Fairport
Ohio
$36K
BC
608
Bartlett & Co
Ohio
$35K -$21.8K -622 -39%
MWP
609
MYCIO Wealth Partners
Pennsylvania
$34K
MFS
610
MSI Financial Services
Massachusetts
$32K +$175 +5 +0.6%
EFSCE
611
Enterprise Financial Services Corp (EFSC)
Missouri
$30K +$20.9K +596 +260%
TCOV
612
Trust Company of Vermont
Vermont
$29K
SSB
613
Sandy Spring Bank
Maryland
$26K -$7.25K -207 -22%
KTC
614
Kistler-Tiffany Companies
Pennsylvania
$22K -$2.14K -61 -9%
PAS
615
Partnervest Advisory Services
California
$22K +$140 +4 +0.7%
PMFA
616
Plante Moran Financial Advisors
Michigan
$19K
OIA
617
Optimum Investment Advisors
Illinois
$18K +$17.5K +500 New
WA
618
WealthTrust-Arizona
Arizona
$18K +$17.5K +500 New
LWA
619
Lenox Wealth Advisors
New York
$17K +$16.6K +475 New
DSC
620
Duncker Streett & Co
Missouri
$15K
RA
621
Rational Advisors
New York
$14K
PFO
622
Pathstone Family Office
New Jersey
$13K -$65.2K -1,861 -84%
EWM
623
Edge Wealth Management
New York
$12K -$5.61K -160 -33%
PSI
624
Pinnacle Summer Investments
Virginia
$12K +$70 +2 +0.6%
PP
625
Palladium Partners
Virginia
$11K

WMB Hedge Fund Activity: Q3 2013 in Review

640 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q3 2013, worth a combined $30.1B — up 66% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new WMB positions and 57 closed out — a net gain of 10 holders — while 248 added to existing stakes and 234 trimmed.

The largest buyer was Franklin Resources, adding an estimated $160M. The largest seller was T. Rowe Price Associates, cutting an estimated $255M.

  • 640 institutional investors held Williams Companies (WMB) as of Q3 2013, up from 635 in Q2 2013.
  • Funds reported $30.1B of Williams Companies stock for Q3 2013, up 66% quarter-over-quarter.
  • 67 funds opened new Williams Companies positions in Q3 2013 and 57 closed out, a net change of +10 holders.
  • The largest Williams Companies buyer in Q3 2013 was Franklin Resources, an estimated $160M added.
  • The largest Williams Companies seller in Q3 2013 was T. Rowe Price Associates, an estimated $255M sold.

Based on aggregated 13F filings for Q3 2013.