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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
PCM
651
Poehling Capital Management
Wisconsin
$21K +$9.23K +350 +875%
CTC
652
Central Trust Company
Missouri
$20K -$11.3K -430 -37%
WAP
653
Wealthcare Advisory Partners
Pennsylvania
$20K
LC
654
Landaas & Company
Wisconsin
$20K +$19.8K +750 New
AOWM
655
Alpha Omega Wealth Management
Virginia
$19K
CCMW
656
Cypress Capital Management (Wyoming)
Wyoming
$19K
FHA
657
First Horizon Advisors
Tennessee
$19K
GRP
658
Global Retirement Partners
California
$19K
LF
659
Lee Financial
Texas
$19K
SBL
660
Sargent Bickham Lagudis
Colorado
$19K
THWM
661
Taylor Hoffman Wealth Management
Virginia
$19K +$79 +3 +0.4%
SFSIG
662
San Francisco Sentry Investment Group
California
$19K +$7.38K +280 +70%
BCWM
663
Bartlett & Co Wealth Management
Ohio
$18.1K -$6.09K -231 -26%
BC
664
Bartlett & Co
Ohio
$18K -$6.09K -231 -26%
CFA
665
Camarda Financial Advisors
Florida
$18K
CA
666
Centerpoint Advisors
Massachusetts
$18K +$9.84K +373 +132%
SQA
667
Simon Quick Advisors
New Jersey
$17K -$9.76K -370 -37%
ATC
668
Adirondack Trust Company
New York
$17K
OIA
669
Optimum Investment Advisors
Illinois
$17K
EFSCE
670
Enterprise Financial Services Corp (EFSC)
Missouri
$17K +$79 +3 +0.5%
GCM
671
Gables Capital Management
Florida
$17K +$16.3K +620 New
SFM
672
Signet Financial Management
New Jersey
$16K -$10.5K -399 -41%
WB
673
Webster Bank
Connecticut
$16K
RA
674
Rational Advisors
New York
$15K +$14.5K +550 New
RE
675
RBC Europe
United Kingdom
$14.6K

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.