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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
Northwestern Mutual Wealth Management
626
Northwestern Mutual Wealth Management
Wisconsin
$260K -$44.8K -1,611 -15%
DWT
627
Dorsey & Whitney Trust
South Dakota
$254K -$71.1K -2,559 -22%
KS
628
Karpas Strategies
Connecticut
$251K
RM
629
Resource Management
Louisiana
$251K
CCT
630
Country Club Trust
Missouri
$250K -$145K -5,214 -37%
RA
631
Riverstone Advisors
Texas
$248K
LWAC
632
Laurel Wealth Advisors (California)
California
$247K +$1.33K +48 +0.5%
AW
633
ACG Wealth
Georgia
$246K -$151K -5,432 -38%
RFC
634
Regions Financial Corp
Alabama
$245K -$133K -4,792 -35%
AIM
635
Aspen Investment Management
Michigan
$245K -$15.3K -550 -6%
SF
636
Synovus Financial
Georgia
$245K +$46.6K +1,678 +24%
BW
637
Bison Wealth
Georgia
$245K +$243K +8,729 New
WANY
638
Wealthspire Advisors (New York)
New York
$245K +$243K +8,737 New
WA
639
WESPAC Advisors
California
$236K
AF
640
Arrow Financial
New York
$236K +$52.5K +1,890 +29%
AWM
641
AE Wealth Management
Kansas
$228K +$226K +8,119 New
CA
642
Clearstead Advisors
Ohio
$227K -$70.9K -2,550 -24%
LNC
643
Lincoln National Corp
Pennsylvania
$227K +$25.1K +903 +13%
CCIA
644
Campbell & Co Investment Adviser
Maryland
$226K -$602K -21,671 -73%
AWA
645
ARS Wealth Advisors
Florida
$225K +$139 +5 +0.1%
CGA
646
Crescent Grove Advisors
Illinois
$223K
CAN
647
Cetera Advisor Networks
California
$223K +$10.4K +374 +5%
EAM
648
Erste Asset Management
Austria
$220K
D.E. Shaw & Co
649
D.E. Shaw & Co
New York
$220K -$656K -23,602 -75%
POIA
650
Pin Oak Investment Advisors
Texas
$215K +$22K +791 +12%

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.