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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
BFEC
701
Benjamin F. Edwards & Company
Missouri
$66K +$26.6K +959 +69%
PCM
702
Penserra Capital Management
California
$65K -$180K -6,486 -74%
CFA
703
Carroll Financial Associates
North Carolina
$64K
FPFS
704
First Personal Financial Services
North Carolina
$62K +$11.5K +414 +23%
AIM
705
Advantage Investment Management
Iowa
$60K
IBOK
706
Independence Bank of Kentucky
Kentucky
$60K
NFG
707
Next Financial Group
Texas
$59K -$190K -6,826 -76%
FIB
708
First Interstate Bank
Montana
$56K -$53.3K -1,919 -49%
OIA
709
OneDigital Investment Advisors
Kansas
$56K +$167 +6 +0.3%
AIL
710
AGF Investments LLC
Ontario, Canada
$56K +$55.1K +1,984 New
VCM
711
Versant Capital Management
Arizona
$54K -$7.25K -261 -12%
RCAG
712
Rehmann Capital Advisory Group
Michigan
$53.2K
Canada Pension Plan Investment Board
713
Canada Pension Plan Investment Board
Ontario, Canada
$51K
RE
714
RBC Europe
United Kingdom
$50.5K
CAW
715
Cornerstone Advisors (Washington)
Washington
$49K +$12.7K +458 +35%
MCM
716
Manchester Capital Management
Vermont
$48K
NIM
717
NuWave Investment Management
New Jersey
$48K +$44.8K +1,612 +1,679%
RA
718
Rational Advisors
New York
$48K +$44.8K +1,612 +1,679%
GWMIA
719
Global Wealth Management Investment Advisory
Florida
$47K
MRCM
720
M&R Capital Management
New Jersey
$47K
RWA
721
Ropes Wealth Advisors
Massachusetts
$47K
DAM
722
Delta Asset Management
Tennessee
$45K
WTC
723
WhitTier Trust Company
Nevada
$45K +$333 +12 +0.8%
AF
724
Allworth Financial
California
$42K
TCOV
725
Trust Company of Vermont
Vermont
$41K

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.