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Williams Companies

729 hedge funds and large institutions have $19.7B invested in Williams Companies in 2018 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 294 increasing their positions, 228 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $214M | Put options by funds: $103M

33% more funds holding in top 10

Funds holding in top 10: 1520 (+5)

29% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 228

18% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 72

11% more capital invested

Capital invested by funds: $17.7B → $19.7B (+$2B)

1.64% more ownership

Funds ownership: 86.13%87.77% (+1.6%)

1% more funds holding

Funds holding: 722729 (+7)

Holders
729
Holders Change
+7
Holders Change %
+0.97%
% of All Funds
16.69%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.46%
New
85
Increased
294
Reduced
228
Closed
72
Calls
$214M
Puts
$103M
Net Calls
+$111M
Net Calls Change
+$39.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
701
Community Bank
New York
$5K
JAM
702
JCIC Asset Management
Ontario, Canada
$5K
JFA
703
JNBA Financial Advisors
Minnesota
$5K
TFO
704
Tarbox Family Office
California
$5K +$1.69K +64 +57%
WIM
705
Westside Investment Management
California
$4.89K
PMFA
706
Plante Moran Financial Advisors
Michigan
$4K -$4.09K -155 -50%
VFA
707
Valeo Financial Advisors
Indiana
$4K -$290 -11 -8%
BWM
708
Baystate Wealth Management
Massachusetts
$4K +$2.43K +92 +184%
GWS
709
Glassman Wealth Services
Virginia
$4K +$2.77K +105 +375%
CHP
710
Cable Hill Partners
Oregon
$4K +$3.72K +141 New
KJWM
711
Kiley Juergens Wealth Management
Washington
$4K +$4.4K +167 New
SIS
712
Sound Income Strategies
Florida
$3K -$1.58K -60 -33%
LFA
713
Legacy Financial Advisors
Kentucky
$3K +$580 +22 +24%
WWMSC
714
Wagner Wealth Management (South Carolina)
South Carolina
$3K +$2.64K +100 New
TRCT
715
Tower Research Capital (TRC)
New York
$2K -$161K -6,105 -99%
BBA
716
Braun-Bostich & Associates
Pennsylvania
$2K
LFG
717
LifePlan Financial Group
Ohio
$2K
OFW
718
Omnia Family Wealth
Florida
$2K
SNT
719
Security National Trust
West Virginia
$2K
SIM
720
Sonora Investment Management
Arizona
$2K
CFC
721
Coyle Financial Counsel
Illinois
$2K +$1.48K +56 New
SWA
722
Sutton Wealth Advisors
Florida
$1.06K
GEA
723
Glen Eagle Advisors
New Jersey
$1.01K
BWA
724
BDO Wealth Advisors
Florida
$1K
CHC
725
City Holding Co
West Virginia
$1K

WMB Hedge Fund Activity: Q2 2018 in Review

729 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q2 2018, worth a combined $19.7B — up 11% from $17.7B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new WMB positions and 72 closed out — a net gain of 13 holders — while 294 added to existing stakes and 228 trimmed.

The largest buyer was King Street Capital Management, adding an estimated $223M. The largest seller was Fidelity Investments, cutting an estimated $505M.

  • 729 institutional investors held Williams Companies (WMB) as of Q2 2018, up from 722 in Q1 2018.
  • Funds reported $19.7B of Williams Companies stock for Q2 2018, up 11% quarter-over-quarter.
  • 85 funds opened new Williams Companies positions in Q2 2018 and 72 closed out, a net change of +13 holders.
  • The largest Williams Companies buyer in Q2 2018 was King Street Capital Management, an estimated $223M added.
  • The largest Williams Companies seller in Q2 2018 was Fidelity Investments, an estimated $505M sold.

Based on aggregated 13F filings for Q2 2018.