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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
CM
601
Capula Management
Cayman Islands
$273K +$276K +13,620 New
AWE
602
Avidian Wealth Enterprises
Texas
$271K -$15.1K -746 -5%
SBSB
603
Sullivan, Bruyette, Speros & Blaney
Virginia
$271K
PAM
604
Palisade Asset Management
Minnesota
$269K
EWM
605
Evercore Wealth Management
New York
$267K +$270K +13,316 New
CCA
606
Checchi Capital Advisers
California
$266K +$7.83K +386 +3%
Man Group
607
Man Group
United Kingdom
$265K +$268K +13,241 New
CRC
608
Curi RMB Capital
Illinois
$263K -$272K -13,404 -50%
LWAC
609
Laurel Wealth Advisors (California)
California
$263K +$10.1K +500 +4%
RCA
610
Rowland Carmichael Advisors
Arizona
$262K -$3.87K -191 -1%
DT
611
Diversified Trust
Tennessee
$262K +$12.1K +596 +5%
FWM
612
Frontier Wealth Management
Missouri
$261K -$23.4K -1,154 -8%
CFGS
613
Concourse Financial Group Securities
Alabama
$261K +$9.71K +479 +4%
HT
614
Heritage Trust
Oklahoma
$255K +$3.04K +150 +1%
HBT
615
Heartland Bank & Trust
Illinois
$255K +$258K +12,716 New
GIM
616
Greylin Investment Management
Virginia
$253K -$8.62K -425 -3%
PP
617
Pacifica Partners
Canada
$253K +$11.8K +580 +5%
TCA
618
Transcend Capital Advisors
New Jersey
$252K +$254K +12,554 New
RIL
619
Rothschild Investment LLC
Illinois
$249K -$100K -4,950 -29%
LNC
620
Lincoln National Corp
Pennsylvania
$249K -$4.5K -222 -2%
HPC
621
Hobart Private Capital
North Carolina
$246K +$19.8K +977 +9%
QCM
622
Quest Capital Management
Texas
$245K -$7.66K -378 -3%
LP
623
LGL Partners
Pennsylvania
$245K -$3.06K -151 -1%
WSTAM
624
Wilbanks Smith & Thomas Asset Management
Virginia
$244K -$8.09K -399 -3%
MAA
625
Mraz Amerine & Associates
California
$243K -$4.05K -200 -2%

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.