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Williams Companies

866 hedge funds and large institutions have $20.6B invested in Williams Companies in 2020 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 307 increasing their positions, 308 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 64

7% more funds holding

Funds holding: 807866 (+59)

1% more capital invested

Capital invested by funds: $20.5B → $20.6B (+$121M)

0% less repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 308

5% less call options, than puts

Call options by funds: $137M | Put options by funds: $145M

1.69% less ownership

Funds ownership: 86.15%84.46% (-1.7%)

31% less funds holding in top 10

Funds holding in top 10: 3524 (-11)

Holders
866
Holders Change
+59
Holders Change %
+7.31%
% of All Funds
15.32%
Holding in Top 10
24
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-31.43%
% of All Funds
0.42%
New
134
Increased
307
Reduced
308
Closed
64
Calls
$137M
Puts
$145M
Net Calls
-$7.61M
Net Calls Change
-$44.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
651
Cullen/Frost Bankers
Texas
$212K -$25K -1,232 -10%
MFW
652
Mosaic Family Wealth
Missouri
$212K -$3.77K -186 -2%
SC
653
Schulhoff & Co
Ohio
$212K +$214K +10,575 New
XF
654
XML Financial
Maryland
$211K +$214K +10,539 New
ACM
655
AlphaCrest Capital Management
New York
$209K -$671K -33,080 -76%
PFM
656
Phillips Financial Management
Indiana
$208K -$5.92K -292 -3%
BPA
657
Beacon Pointe Advisors
California
$208K -$162 -8 -0.1%
GSWM
658
Golden State Wealth Management
California
$208K +$211K +10,394 New
FC
659
Fulcrum Capital
Washington
$207K +$209K +10,314 New
NIM
660
NuWave Investment Management
New Jersey
$205K +$197K +9,707 +1,874%
WCA
661
Westover Capital Advisors
Delaware
$205K +$207K +10,200 New
HWA
662
HCR Wealth Advisors
California
$204K +$206K +10,171 New
Fiera Capital (Canada)
663
Fiera Capital (Canada)
Quebec, Canada
$201K -$48.7K -2,400 -19%
AIA
664
Arbor Investment Advisors
North Carolina
$201K
HA
665
Harbor Advisors
Florida
$201K
SWM
666
Stockman Wealth Management
Montana
$201K
Bessemer Group
667
Bessemer Group
New Jersey
$196K -$94.2K -4,646 -32%
CSC
668
Cove Street Capital
California
$192K -$34.5K -1,700 -15%
CCA
669
Childress Capital Advisors
Texas
$183K +$185K +9,125 New
MME
670
Meag Munich Ergo
Germany
$176K
SAM
671
Shell Asset Management
Netherlands
$172K -$902K -44,517 -84%
HPC
672
HM Payson & Co
Maine
$171K +$32.4K +1,596 +23%
DSC
673
Duncker Streett & Co
Missouri
$167K -$13.1K -646 -7%
BCA
674
Berman Capital Advisors
Georgia
$166K -$19.6K -969 -10%
BWM
675
Birchcreek Wealth Management
Ohio
$162K +$164K +8,090 New

WMB Hedge Fund Activity: Q4 2020 in Review

866 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q4 2020, worth a combined $20.6B — up 0.59% from $20.5B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new WMB positions and 64 closed out — a net gain of 70 holders — while 307 added to existing stakes and 308 trimmed.

The largest buyer was Amundi Asset Management US, adding an estimated $76.9M. The largest seller was Bank of America, cutting an estimated $260M.

  • 866 institutional investors held Williams Companies (WMB) as of Q4 2020, up from 807 in Q3 2020.
  • Funds reported $20.6B of Williams Companies stock for Q4 2020, up 0.59% quarter-over-quarter.
  • 134 funds opened new Williams Companies positions in Q4 2020 and 64 closed out, a net change of +70 holders.
  • The largest Williams Companies buyer in Q4 2020 was Amundi Asset Management US, an estimated $76.9M added.
  • The largest Williams Companies seller in Q4 2020 was Bank of America, an estimated $260M sold.

Based on aggregated 13F filings for Q4 2020.