We are live on ! Find out more
WMB icon

Williams Companies

836 hedge funds and large institutions have $30.1B invested in Williams Companies in 2019 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 315 increasing their positions, 292 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $275M | Put options by funds: $225M

17% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 70

8% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 292

0% more funds holding

Funds holding: 832836 (+4)

0.4% less ownership

Funds ownership: 89.15%88.75% (-0.4%)

3% less capital invested

Capital invested by funds: $31B → $30.1B (-$905M)

13% less funds holding in top 10

Funds holding in top 10: 4539 (-6)

Holders
836
Holders Change
+4
Holders Change %
+0.48%
% of All Funds
18.16%
Holding in Top 10
39
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.33%
% of All Funds
0.85%
New
82
Increased
315
Reduced
292
Closed
70
Calls
$275M
Puts
$225M
Net Calls
+$50.9M
Net Calls Change
-$8.03M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
601
Aureus Asset Management
Massachusetts
$313K +$21.7K +780 +8%
BCA
602
Berman Capital Advisors
Georgia
$305K +$15.2K +546 +5%
AIM
603
Allen Investment Management
New York
$302K
HT
604
Heritage Trust
Oklahoma
$301K +$56 +2 +0%
JSL
605
JT Stratford LLC
Georgia
$294K +$292K +10,498 New
CG
606
Cutler Group
California
$292K -$314K -11,315 -52%
RIM
607
Rampart Investment Management
Connecticut
$292K -$14.6K -524 -5%
WB
608
WesBanco Bank
West Virginia
$290K -$7.78K -280 -3%
AAS
609
Avantax Advisory Services
Texas
$287K -$84.1K -3,028 -23%
SCM
610
Shelton Capital Management
Colorado
$284K +$281K +10,127 New
RVPG
611
Relative Value Partners Group
$283K -$5.56K -200 -2%
Los Angeles Capital Management
612
Los Angeles Capital Management
California
$281K -$3.71M -133,466 -93%
GWM
613
Geneos Wealth Management
Colorado
$281K +$4.14K +149 +2%
HA
614
Harbor Advisors
Florida
$280K
SWM
615
Stockman Wealth Management
Montana
$280K
SMG
616
Spectrum Management Group
Indiana
$280K +$278K +10,000 New
AIA
617
Arbor Investment Advisors
North Carolina
$280K +$278K +10,001 New
BC
618
Barnett & Company
Tennessee
$279K -$16.2K -583 -6%
CFGS
619
Concourse Financial Group Securities
Alabama
$278K +$11.5K +414 +4%
APP
620
Avantax Planning Partners
Iowa
$274K -$21.8K -785 -8%
ANRIA
621
American National Registered Investment Advisor
Texas
$269K
JT
622
Jump Trading
Illinois
$269K +$267K +9,606 New
DTL
623
Dynamic Technology Lab
Singapore
$268K +$266K +9,564 New
KAM
624
Kazazian Asset Management
Florida
$265K -$29.8K -1,072 -10%
SC
625
Schulhoff & Co
Ohio
$264K +$262K +9,428 New

WMB Hedge Fund Activity: Q2 2019 in Review

836 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q2 2019, worth a combined $30.1B — down 2.9% from $31B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new WMB positions and 70 closed out — a net gain of 12 holders — while 315 added to existing stakes and 292 trimmed.

The largest buyer was Invesco, adding an estimated $404M. The largest seller was King Street Capital Management, cutting an estimated $203M.

  • 836 institutional investors held Williams Companies (WMB) as of Q2 2019, up from 832 in Q1 2019.
  • Funds reported $30.1B of Williams Companies stock for Q2 2019, down 2.9% quarter-over-quarter.
  • 82 funds opened new Williams Companies positions in Q2 2019 and 70 closed out, a net change of +12 holders.
  • The largest Williams Companies buyer in Q2 2019 was Invesco, an estimated $404M added.
  • The largest Williams Companies seller in Q2 2019 was King Street Capital Management, an estimated $203M sold.

Based on aggregated 13F filings for Q2 2019.