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Williams Companies

701 hedge funds and large institutions have $20.9B invested in Williams Companies in 2017 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 334 increasing their positions, 179 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 179

52% more call options, than puts

Call options by funds: $288M | Put options by funds: $189M

20% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 75

5% more capital invested

Capital invested by funds: $19.9B → $20.9B (+$958M)

1% more funds holding

Funds holding: 697701 (+4)

0.25% more ownership

Funds ownership: 85.11%85.37% (+0.25%)

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

Holders
701
Holders Change
+4
Holders Change %
+0.57%
% of All Funds
17.45%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.65%
New
90
Increased
334
Reduced
179
Closed
75
Calls
$288M
Puts
$189M
Net Calls
+$99.2M
Net Calls Change
-$73.4M
Name Holding Trade Value Shares
Change
Change in
Stake
NC
676
NewSquare Capital
Pennsylvania
$6K
SIAP
677
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6K
OFW
678
Omnia Family Wealth
Florida
$5K
DSN
679
D. Scott Neal
Kentucky
$5K +$4.77K +165 New
ZB
680
Zions Bancorporation
Utah
$4K -$6.39K -221 -64%
CB
681
Community Bank
New York
$4K -$2.75K -95 -42%
AAF
682
Andra AP-fonden
Sweden
$3.23K +$465K +16,100 +17%
TDC
683
Thompson Davis & Co
Virginia
$3K -$7.23K -250 -71%
BKA
684
Brick & Kyle Associates
Pennsylvania
$3K
PB
685
Pinnacle Bancorp
Nebraska
$3K +$2.6K +90 New
WP
686
WealthPLAN Partners
Nebraska
$2.97K +$2.89K +100 New
CS
687
Credential Securities
$2.72K
CHC
688
City Holding Co
West Virginia
$2K
SNT
689
Security National Trust
West Virginia
$2K
TFO
690
Tarbox Family Office
California
$2K
BWM
691
Baystate Wealth Management
Massachusetts
$2K +$1.45K +50 New
PFO
692
Pathstone Family Office
New Jersey
$2K +$1.56K +54 New
SWA
693
Sutton Wealth Advisors
Florida
$1.15K -$9.08K -314 -89%
GEA
694
Glen Eagle Advisors
New Jersey
$1.03K
HR
695
Howe & Rusling
New York
$1K -$38.7K -1,340 -97%
GWS
696
Glassman Wealth Services
Virginia
$1K -$1.1K -38 -66%
AA
697
Apriem Advisors
California
$1K
GBBWRPM
698
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1K
BBHC
699
Brown Brothers Harriman & Co
New York
$1K +$1.24K +43 New
SLF
700
Sun Life Financial
Ontario, Canada
$444 +$58 +2 +18%

WMB Hedge Fund Activity: Q1 2017 in Review

701 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q1 2017, worth a combined $20.9B — up 4.8% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new WMB positions and 75 closed out — a net gain of 15 holders — while 334 added to existing stakes and 179 trimmed.

The largest buyer was BlackRock, adding an estimated $1.65B. The largest seller was Lone Pine Capital, exiting entirely with an estimated $508M sold.

  • 701 institutional investors held Williams Companies (WMB) as of Q1 2017, up from 697 in Q4 2016.
  • Funds reported $20.9B of Williams Companies stock for Q1 2017, up 4.8% quarter-over-quarter.
  • 90 funds opened new Williams Companies positions in Q1 2017 and 75 closed out, a net change of +15 holders.
  • The largest Williams Companies buyer in Q1 2017 was BlackRock, an estimated $1.65B added.
  • The largest Williams Companies seller in Q1 2017 was Lone Pine Capital, an estimated $508M sold.

Based on aggregated 13F filings for Q1 2017.