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Williams Companies

1,103 hedge funds and large institutions have $34.6B invested in Williams Companies in 2022 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 448 increasing their positions, 314 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 88

43% more repeat investments, than reductions

Existing positions increased: 448 | Existing positions reduced: 314

39% more funds holding in top 10

Funds holding in top 10: 2332 (+9)

28% more capital invested

Capital invested by funds: $27B → $34.6B (+$7.62B)

7% more funds holding

Funds holding: 1,0281,103 (+75)

0.45% less ownership

Funds ownership: 85.73%85.28% (-0.45%)

14% less call options, than puts

Call options by funds: $232M | Put options by funds: $269M

Holders
1,103
Holders Change
+75
Holders Change %
+7.3%
% of All Funds
17.4%
Holding in Top 10
32
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+39.13%
% of All Funds
0.5%
New
174
Increased
448
Reduced
314
Closed
88
Calls
$232M
Puts
$269M
Net Calls
-$36.9M
Net Calls Change
-$61.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
651
Sterneck Capital Management
Missouri
$516K -$50.4K -1,650 -10%
SG
652
Somerset Group
Minnesota
$514K
AIM
653
Aspen Investment Management
Michigan
$513K +$8.1K +265 +2%
RB
654
Renasant Bank
Mississippi
$511K +$96.4K +3,155 +26%
MCM
655
Mengis Capital Management
Oregon
$509K +$153 +5 +0%
IFAM
656
Institutional & Family Asset Management
Colorado
$504K +$31 +1 +0%
P
657
Pitcairn
Pennsylvania
$503K -$238K -7,776 -34%
FAM
658
Formidable Asset Management
Ohio
$500K -$159K -5,204 -26%
TCA
659
Transcend Capital Advisors
New Jersey
$498K +$143K +4,668 +46%
SW
660
SteelPeak Wealth
California
$498K +$456K +14,916 New
OBGC
661
O'Brien Greene & Co
Pennsylvania
$495K +$4.58K +150 +1%
HT
662
Heritage Trust
Oklahoma
$492K +$7.85K +257 +2%
DA
663
DSC Advisors
Illinois
$492K +$450K +14,732 New
DWT
664
Dorsey & Whitney Trust
South Dakota
$490K +$2.48K +81 +0.6%
AAM
665
Augustine Asset Management
Florida
$489K +$5.93K +194 +1%
OPS
666
Orion Portfolio Solutions
Nebraska
$485K -$51K -1,670 -10%
PG
667
Patten Group
Tennessee
$483K +$74K +2,422 +20%
CFB
668
Cullen/Frost Bankers
Texas
$482K +$61.1K +2,000 +16%
AO
669
Advisor OS
Illinois
$481K -$92K -3,009 -17%
RCM
670
RNC Capital Management
California
$481K +$440K +14,395 New
IF
671
Intrua Financial
Texas
$480K +$214 +7 +0%
FCAG
672
First Capital Advisors Group
New Jersey
$479K -$38.9K -1,274 -8%
IC
673
Intersect Capital
California
$477K +$7.95K +260 +2%
NFG
674
Nations Financial Group
Iowa
$477K +$437K +14,290 New
PAM
675
Palisade Asset Management
Minnesota
$475K

WMB Hedge Fund Activity: Q1 2022 in Review

1,103 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q1 2022, worth a combined $34.6B — up 28% from $27B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new WMB positions and 88 closed out — a net gain of 86 holders — while 448 added to existing stakes and 314 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $243M. The largest seller was Tortoise Capital Advisors, cutting an estimated $397M.

  • 1,103 institutional investors held Williams Companies (WMB) as of Q1 2022, up from 1,028 in Q4 2021.
  • Funds reported $34.6B of Williams Companies stock for Q1 2022, up 28% quarter-over-quarter.
  • 174 funds opened new Williams Companies positions in Q1 2022 and 88 closed out, a net change of +86 holders.
  • The largest Williams Companies buyer in Q1 2022 was Royal Bank of Canada, an estimated $243M added.
  • The largest Williams Companies seller in Q1 2022 was Tortoise Capital Advisors, an estimated $397M sold.

Based on aggregated 13F filings for Q1 2022.