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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
FPFS
626
First Personal Financial Services
North Carolina
$31K +$1.16K +40 +4%
Nomura Holdings
627
Nomura Holdings
Japan
$30K -$3.72M -128,513 -99%
VIA
628
Vantage Investment Advisors
Pennsylvania
$30K -$7.23K -250 -20%
CPA
629
Cowen Prime Advisors
New York
$30K
VNA
630
Valley National Advisers
Pennsylvania
$30K +$289 +10 +1%
EWM
631
Endurance Wealth Management
Rhode Island
$30K +$28.9K +1,000 New
LA
632
Legacy Advisors
Pennsylvania
$29K
BTIS
633
BB&T Investment Services
North Carolina
$28K +$7.46K +258 +35%
AC
634
Alexandria Capital
Virginia
$27K
FPTW
635
Franklin, Parlapiano, Turner & Welch
Texas
$27K
KTC
636
Kistler-Tiffany Companies
Pennsylvania
$27K
CII
637
Capital International Inc
California
$27K +$26K +900 New
DBT
638
Dubuque Bank & Trust
Iowa
$24K
HWM
639
Holloway Wealth Management
Florida
$24K
JCM
640
Jacobi Capital Management
Pennsylvania
$24K +$925 +32 +4%
AOWM
641
Alpha Omega Wealth Management
Virginia
$21K
EDRH
642
Edmond de Rothschild Holding
Switzerland
$21K
BC
643
Bartlett & Co
Ohio
$20K
TCOV
644
Trust Company of Vermont
Vermont
$18K -$5.78K -200 -25%
WB
645
Webster Bank
Connecticut
$18K -$1.74K -60 -9%
SBL
646
Sargent Bickham Lagudis
Colorado
$18K
IWM
647
IHT Wealth Management
Illinois
$18K +$173 +6 +1%
CAW
648
Cornerstone Advisors (Washington)
Washington
$18K +$2.6K +90 +17%
PWM
649
Perigon Wealth Management
California
$17K
AWM
650
Avior Wealth Management
Nebraska
$16K -$12K -416 -44%

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.