WMB icon

Williams Companies
WMB

Overview Fund Activity

789 hedge funds and large institutions have $14.8B invested in Williams Companies in 2020 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 311 increasing their positions, 292 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
789
Holders Change
-51
Holders Change %
-6.07%
% of All Funds
17.43%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.73%
New
84
Increased
311
Reduced
292
Closed
125
Calls
$105M
Puts
$69.7M
Net Calls
+$35.2M
Net Calls Change
-$69.8M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$209M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$110M
3
Deutsche Bank
Deutsche Bank
Germany
+$105M
4
SAM
Southeastern Asset Management
Tennessee
+$75.2M
5
State Street
State Street
Massachusetts
+$71.2M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$258M
2
Capital World Investors
Capital World Investors
California
-$227M
3
GCM
Glenview Capital Management
New York
-$186M
4
TCA
Tortoise Capital Advisors
Kansas
-$169M
5
KACA
Kayne Anderson Capital Advisors
California
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
651
Jacobi Capital Management
Pennsylvania
$47K +$774 +55 +2%
IA
652
IndexIQ Advisors
New York
$45K -$15.8K -1,113 -26%
LC
653
Lindbrook Capital
California
$45K +$9.85K +701 +28%
HWA
654
HHM Wealth Advisors
Tennessee
$45K +$45K +3,174 New
Marshall Wace
655
Marshall Wace
United Kingdom
$44K -$8.66M -618,356 -99%
AIM
656
Anchor Investment Management
South Carolina
$43.2K -$67.9K -4,800 -61%
IRC
657
Investors Research Corp
Georgia
$42K – – –
RCC
658
Red Cedar Capital
Nebraska
$41K – – –
PP
659
PrairieView Partners
Minnesota
$41K +$41K +2,900 New
PA
660
Procyon Advisors
Connecticut
$39K -$5.21K -371 -12%
CFA
661
Carroll Financial Associates
North Carolina
$39K -$407 -29 -1%
SIM
662
Sonora Investment Management
Arizona
$39K +$33.5K +2,354 +607%
MIP
663
Mondrian Investment Partners
United Kingdom
$38K +$38K +2,720 New
LF
664
Lee Financial
Texas
$37K -$25K -1,805 -40%
BWL
665
Bogart Wealth LLC
Virginia
$35K -$1.56M -110,173 -98%
HIA
666
Harbor Investment Advisory
Maryland
$35K -$40.9K -2,889 -54%
GRP
667
Global Retirement Partners
California
$35K -$3K -211 -8%
SCM
668
Silvant Capital Management
Georgia
$35K – – –
ATC
669
Adirondack Trust Company
New York
$34K – – –
DI
670
Disciplined Investments
Oklahoma
$33K +$43 +3 +0.1%
BC
671
Bartlett & Co
Ohio
$32K +$32K +2,252 New
BCWM
672
Bartlett & Co Wealth Management
Ohio
$31.9K -$22.8K -1,613 -42%
EW
673
Evoke Wealth
California
$30.4K -$168K -11,906 -85%
IBOK
674
Independence Bank of Kentucky
Kentucky
$30K – – –
BWP
675
Baldwin Wealth Partners
Massachusetts
$28K – – –
25 26
27
28 29