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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
WTC
626
WhitTier Trust Company
Nevada
$36K -$6.72K -255 -16%
BBHC
627
Brown Brothers Harriman & Co
New York
$36K
MYIA
628
Mount Yale Investment Advisors
Colorado
$36K +$29.7K +1,126 +583%
TWA
629
TCI Wealth Advisors
Arizona
$35K -$7.7K -292 -18%
AC
630
Avestar Capital
New York
$35K +$9.68K +367 +34%
MRCM
631
M&R Capital Management
New Jersey
$33K -$8.04K -305 -20%
MCA
632
Mercer Capital Advisers
New Jersey
$33K
VNA
633
Valley National Advisers
Pennsylvania
$29K +$343 +13 +1%
FHA
634
Flagship Harbor Advisors
Massachusetts
$29K +$28.3K +1,072 New
TFS
635
TrustCore Financial Services
Tennessee
$28K +$1.34K +51 +5%
AF
636
Advisornet Financial
Minnesota
$27K -$1.01M -38,213 -97%
CPA
637
Cowen Prime Advisors
New York
$27K
LA
638
Legacy Advisors
Pennsylvania
$27K
NCM
639
Northstar Capital Management
New York
$27K
PA
640
Perennial Advisors
New York
$27K
SA
641
SRH Advisors
Kansas
$27K
VIA
642
Vantage Investment Advisors
Pennsylvania
$27K
QAM
643
QCI Asset Management
New York
$27K +$13.2K +500 +100%
BWM
644
BerganKDV Wealth Management
Minnesota
$27K +$26.4K +1,000 New
IAS
645
IMA Advisory Services
Colorado
$27K +$26.4K +1,000 New
FC
646
Ferris Capital
Massachusetts
$25K -$101K -3,823 -81%
CLOS
647
Compagnie Lombard Odier SCmA
Switzerland
$24K
ED
648
Exane Derivatives
France
$23.2K -$1.98K -75 -8%
HWM
649
Holloway Wealth Management
Florida
$22K
JCM
650
Jacobi Capital Management
Pennsylvania
$22K

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.