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Williams Companies

729 hedge funds and large institutions have $19.7B invested in Williams Companies in 2018 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 294 increasing their positions, 228 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $214M | Put options by funds: $103M

33% more funds holding in top 10

Funds holding in top 10: 1520 (+5)

29% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 228

18% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 72

11% more capital invested

Capital invested by funds: $17.7B → $19.7B (+$2B)

1.64% more ownership

Funds ownership: 86.13%87.77% (+1.6%)

1% more funds holding

Funds holding: 722729 (+7)

Holders
729
Holders Change
+7
Holders Change %
+0.97%
% of All Funds
16.69%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.46%
New
85
Increased
294
Reduced
228
Closed
72
Calls
$214M
Puts
$103M
Net Calls
+$111M
Net Calls Change
+$39.6M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
601
Quadrant Capital Group
Ohio
$74K +$2.82K +107 +4%
RWA
602
Ropes Wealth Advisors
Massachusetts
$68K
CFA
603
Carroll Financial Associates
North Carolina
$65K -$12.8K -485 -17%
SF
604
Synovus Financial
Georgia
$63K
GLI
605
Guardian Life Insurance
New York
$62K +$9.89K +375 +20%
SLF
606
Sun Life Financial
Ontario, Canada
$61K +$56.6K +2,147 +2,284%
FIB
607
First Interstate Bank
Montana
$59K -$8.86K -336 -13%
MCM
608
Manchester Capital Management
Vermont
$59K -$3.4K -129 -6%
IBOK
609
Independence Bank of Kentucky
Kentucky
$58K
BFEC
610
Benjamin F. Edwards & Company
Missouri
$56K +$33K +1,250 +152%
KA
611
Kaizen Advisory
Illinois
$56K +$33.8K +1,280 +166%
RCAG
612
Rehmann Capital Advisory Group
Michigan
$55.1K -$3.51K -133 -6%
HT
613
Heritage Trust
Oklahoma
$54K
PA
614
Parallel Advisors
California
$51K -$62.5K -2,372 -55%
PSC
615
Prentiss Smith & Co
Vermont
$50K
VCM
616
Versant Capital Management
Arizona
$48K
FPFS
617
First Personal Financial Services
North Carolina
$48K +$2.06K +78 +5%
ACA
618
Atlas Capital Advisors
Wyoming
$47.8K +$36.5K +1,384 +358%
PCM
619
Prelude Capital Management
New York
$45K +$15.1K +573 +52%
SMFS
620
Squar Milner Financial Services
California
$45K +$43.9K +1,665 New
DAM
621
Delta Asset Management
Tennessee
$42K
GFP
622
Gryphon Financial Partners
Ohio
$42K +$4.96K +188 +14%
TCOV
623
Trust Company of Vermont
Vermont
$39K +$17.1K +649 +81%
SFG
624
SevenBridge Financial Group
Pennsylvania
$38K +$1.4K +53 +4%
PGWM
625
Parisi Gray Wealth Management
New Jersey
$37K

WMB Hedge Fund Activity: Q2 2018 in Review

729 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q2 2018, worth a combined $19.7B — up 11% from $17.7B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new WMB positions and 72 closed out — a net gain of 13 holders — while 294 added to existing stakes and 228 trimmed.

The largest buyer was King Street Capital Management, adding an estimated $223M. The largest seller was Fidelity Investments, cutting an estimated $505M.

  • 729 institutional investors held Williams Companies (WMB) as of Q2 2018, up from 722 in Q1 2018.
  • Funds reported $19.7B of Williams Companies stock for Q2 2018, up 11% quarter-over-quarter.
  • 85 funds opened new Williams Companies positions in Q2 2018 and 72 closed out, a net change of +13 holders.
  • The largest Williams Companies buyer in Q2 2018 was King Street Capital Management, an estimated $223M added.
  • The largest Williams Companies seller in Q2 2018 was Fidelity Investments, an estimated $505M sold.

Based on aggregated 13F filings for Q2 2018.