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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
CM
651
Capital Management
Virginia
$211K +$500 +18 +0.2%
APG
652
Abacus Planning Group
South Carolina
$210K -$710K -25,546 -77%
MCM
653
Mainstay Capital Management
Michigan
$210K
PWLP
654
Prio Wealth Limited Partnership
Massachusetts
$210K
AFP
655
Ausdal Financial Partners
Iowa
$209K -$8.34K -300 -3%
SVWAG
656
Sound View Wealth Advisors Group
Georgia
$209K +$207K +7,462 New
Fiera Capital (Canada)
657
Fiera Capital (Canada)
Quebec, Canada
$208K +$206K +7,425 New
DP
658
Dearborn Partners
Illinois
$208K +$207K +7,433 New
PP
659
Patten & Patten
Tennessee
$206K
FCIM
660
Fairview Capital Investment Management
California
$204K
PLFAM
661
Pineno Levin & Ford Asset Management
Virginia
$201K
CCA
662
Checchi Capital Advisers
California
$201K +$199K +7,179 New
AF
663
Advisornet Financial
Minnesota
$197K +$144K +5,185 +281%
MIFH
664
Migdal Insurance & Financial Holdings
Israel
$191K +$49.8K +1,792 +36%
QAM
665
QCI Asset Management
New York
$177K
APA
666
American Portfolios Advisors
New York
$174K -$49.2K -1,771 -22%
CL
667
CSS LLC
Illinois
$174K
MPWT
668
MassMutual Private Wealth & Trust
Connecticut
$170K -$1.67K -60 -1%
JWM
669
Janiczek Wealth Management
Colorado
$149K
NIT
670
NumerixS Investment Technologies
British Columbia, Canada
$143K +$142K +5,100 New
RFM
671
Royal Fund Management
Florida
$140K -$4.25K -153 -3%
QCG
672
Quadrant Capital Group
Ohio
$135K -$75.3K -2,710 -34%
SMFS
673
Squar Milner Financial Services
California
$135K +$7.64K +275 +6%
WCM
674
Whitener Capital Management
North Carolina
$130K
LF
675
Lee Financial
Texas
$126K +$114K +4,105 +1,058%

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.