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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
RIM
601
Rampart Investment Management
Connecticut
$66K -$1.13M -39,058 -95%
SF
602
Synovus Financial
Georgia
$65K +$63.6K +2,201 New
QAM
603
QCI Asset Management
New York
$62K +$60.7K +2,100 New
BWP
604
Baldwin Wealth Partners
Massachusetts
$59K
HCC
605
Hirtle Callaghan & Co
Pennsylvania
$59K +$58.1K +2,008 New
DAM
606
Delta Asset Management
Tennessee
$58K
IP
607
Intellectus Partners
California
$58K +$21.7K +750 +63%
CRCP
608
Copper Rock Capital Partners
Massachusetts
$57K +$57.1K +1,975 New
PSC
609
Prentiss Smith & Co
Vermont
$55K
VCM
610
Versant Capital Management
Arizona
$54K
MCM
611
Manchester Capital Management
Vermont
$51K
CCMW
612
Cypress Capital Management (Wyoming)
Wyoming
$50.3K
IIC
613
Integrated Investment Consultants
Michigan
$50K
WTC
614
WhitTier Trust Company
Nevada
$44K
CIA
615
ClearBridge Investments (Australia)
Australia
$43K +$20.4K +707 +98%
IR
616
Invictus RG
Bermuda
$42K +$40.6K +1,405 New
EFSCE
617
Enterprise Financial Services Corp (EFSC)
Missouri
$41K -$16K -553 -29%
SFG
618
SevenBridge Financial Group
Pennsylvania
$41K +$36.1K +1,250 +1,250%
DAL
619
David A. Lorber
$39K -$22.5K -777 -37%
TWA
620
TCI Wealth Advisors
Arizona
$37K -$272K -9,425 -88%
MCA
621
Mercer Capital Advisers
New Jersey
$36K
Carson Wealth (CWM LLC)
622
Carson Wealth (CWM LLC)
Nebraska
$36K +$6.62K +229 +23%
AI
623
ArchPoint Investors
Florida
$34K +$33.3K +1,151 New
FHA
624
First Horizon Advisors
Tennessee
$33K -$28.9K -998 -47%
CLOS
625
Compagnie Lombard Odier SCmA
Switzerland
$33K

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.