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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
WT
676
Whittier Trust
California
$124K -$71.9K -2,589 -37%
EIP
677
Ellis Investment Partners
Pennsylvania
$117K +$116K +4,185 New
PCP
678
Proficio Capital Partners
Massachusetts
$115K +$46.3K +1,667 +69%
GC
679
Grace Capital
Massachusetts
$112K
RIA
680
Realta Investment Advisors
Delaware
$109K +$46.5K +1,675 +76%
HCM
681
Highlander Capital Management
New Jersey
$104K
1IA
682
1834 Investment Advisors
Wisconsin
$100K
AC
683
Avestar Capital
New York
$98K -$28.1K -1,010 -22%
GLI
684
Guardian Life Insurance
New York
$98K +$361 +13 +0.4%
DWM
685
Destination Wealth Management
California
$95K -$11K -396 -10%
PG
686
Proffitt & Goodson
Tennessee
$95K
CB
687
CNB Bank
Pennsylvania
$94K +$47.4K +1,705 New
GAM
688
Gemmer Asset Management
California
$89K -$806 -29 -0.9%
CIM
689
Centersquare Investment Management
Pennsylvania
$88K -$30.6K -1,100 -26%
GRP
690
Global Retirement Partners
California
$86K +$71.4K +2,569 +531%
SCM
691
Silvant Capital Management
Georgia
$84K
IRC
692
Investors Research Corp
Georgia
$83K
PA
693
Parallel Advisors
California
$75K +$11.7K +421 +19%
JCM
694
Jacobi Capital Management
Pennsylvania
$74K +$5.56K +200 +8%
TWA
695
TCI Wealth Advisors
Arizona
$74K +$13.3K +479 +22%
FHA
696
First Horizon Advisors
Tennessee
$71K
CIM
697
Contravisory Investment Management
Massachusetts
$71K +$70K +2,519 New
FPS
698
Fieldpoint Private Securities
Connecticut
$70K +$69K +2,483 New
ATC
699
Adirondack Trust Company
New York
$67K +$1.39K +50 +2%
LC
700
Lindbrook Capital
California
$67K +$12.5K +450 +23%

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.