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Williams Companies

1,103 hedge funds and large institutions have $34.6B invested in Williams Companies in 2022 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 448 increasing their positions, 314 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 88

43% more repeat investments, than reductions

Existing positions increased: 448 | Existing positions reduced: 314

39% more funds holding in top 10

Funds holding in top 10: 2332 (+9)

28% more capital invested

Capital invested by funds: $27B → $34.6B (+$7.62B)

7% more funds holding

Funds holding: 1,0281,103 (+75)

0.45% less ownership

Funds ownership: 85.73%85.28% (-0.45%)

14% less call options, than puts

Call options by funds: $232M | Put options by funds: $269M

Holders
1,103
Holders Change
+75
Holders Change %
+7.3%
% of All Funds
17.4%
Holding in Top 10
32
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+39.13%
% of All Funds
0.5%
New
174
Increased
448
Reduced
314
Closed
88
Calls
$232M
Puts
$269M
Net Calls
-$36.9M
Net Calls Change
-$61.6M
Name Holding Trade Value Shares
Change
Change in
Stake
OTL
601
Oak Thistle LLC
New York
$700K +$33.4K +1,093 +6%
BCV
602
Banque Cantonale Vaudoise
Switzerland
$699K
JCIA
603
Jackson Creek Investment Advisors
Colorado
$692K -$23.6K -773 -4%
SS
604
Simplicity Solutions
Minnesota
$681K +$623K +20,394 New
PMA
605
Prudent Man Advisors
Illinois
$680K -$10.3K -337 -2%
BL
606
Balentine LLC
Georgia
$680K +$170K +5,551 +38%
NC
607
Nicholas Company
Wisconsin
$679K +$2.44K +80 +0.4%
MLA
608
My Legacy Advisors
Oregon
$670K +$613K +20,055 New
DAS
609
Dynamic Advisor Solutions
Arizona
$669K +$75K +2,453 +14%
DSC
610
Duncker Streett & Co
Missouri
$667K
EFI
611
EHP Funds Inc
Canada
$655K +$599K +19,600 New
WI
612
WrapManager Inc
California
$653K +$170K +5,572 +40%
Northwestern Mutual Wealth Management
613
Northwestern Mutual Wealth Management
Wisconsin
$652K +$27.6K +902 +5%
EFS
614
Essex Financial Services
Connecticut
$651K -$126K -4,137 -18%
I
615
INVST
Indiana
$651K -$9.78K -320 -2%
IRF
616
IBM Retirement Fund
New York
$646K -$27K -883 -4%
MGP
617
Metis Global Partners
California
$642K +$263K +8,610 +81%
LA
618
Legacy Advisors
Pennsylvania
$637K +$582K +19,052 New
C
619
Certuity
Florida
$622K +$48.7K +1,595 +9%
EWA
620
Exencial Wealth Advisors
Oklahoma
$618K +$8.71K +285 +2%
LS
621
Livforsakringsbolaget Skandia
Sweden
$605K
S
622
SignatureFD
Georgia
$600K -$15.8K -516 -3%
MF
623
Magnetar Financial
Illinois
$593K -$4.17M -136,505 -88%
1IA
624
1620 Investment Advisors
Massachusetts
$592K
NW
625
NewEdge Wealth
Pennsylvania
$591K +$1.5K +49 +0.3%

WMB Hedge Fund Activity: Q1 2022 in Review

1,103 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q1 2022, worth a combined $34.6B — up 28% from $27B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new WMB positions and 88 closed out — a net gain of 86 holders — while 448 added to existing stakes and 314 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $243M. The largest seller was Tortoise Capital Advisors, cutting an estimated $397M.

  • 1,103 institutional investors held Williams Companies (WMB) as of Q1 2022, up from 1,028 in Q4 2021.
  • Funds reported $34.6B of Williams Companies stock for Q1 2022, up 28% quarter-over-quarter.
  • 174 funds opened new Williams Companies positions in Q1 2022 and 88 closed out, a net change of +86 holders.
  • The largest Williams Companies buyer in Q1 2022 was Royal Bank of Canada, an estimated $243M added.
  • The largest Williams Companies seller in Q1 2022 was Tortoise Capital Advisors, an estimated $397M sold.

Based on aggregated 13F filings for Q1 2022.