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Williams Companies
WMB

Overview Fund Activity

782 hedge funds and large institutions have $19.6B invested in Williams Companies in 2020 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 265 increasing their positions, 317 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
782
Holders Change
-7
Holders Change %
-0.89%
% of All Funds
16.07%
Holding in Top 10
29
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.12%
% of All Funds
0.6%
New
93
Increased
265
Reduced
317
Closed
95
Calls
$159M
Puts
$79.7M
Net Calls
+$78.9M
Net Calls Change
+$43.7M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$697M
2
Blackstone Inc
Blackstone Inc
New York
+$632M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$406M
4
BC
Brookfield Corp
Ontario, Canada
+$206M
5
PC
PointState Capital
New York
+$62.6M

Top Sellers

1
BlackRock
BlackRock
New York
-$245M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$234M
3
TCA
Tortoise Capital Advisors
Kansas
-$141M
4
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$126M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
701
Balentine LLC
Georgia
$22K +$5.89K +303 +37%
NIM
702
NuWave Investment Management
New Jersey
$22K +$22K +1,166 New
RA
703
Rational Advisors
New York
$22K +$22K +1,166 New
TCOV
704
Trust Company of Vermont
Vermont
$21K -$3.8K -199 -15%
BWM
705
BerganKDV Wealth Management
Minnesota
$21K +$991 +51 +5%
TFO
706
Tarbox Family Office
California
$21K +$12.4K +655 +145%
PA
707
Perennial Advisors
New York
$19K +$19K +1,022 New
CTC
708
Central Trust Company
Missouri
$18K +$3.61K +185 +25%
FDCDDQ
709
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.1K – – –
ME
710
McIlrath & Eck
Washington
$16K -$5.86K -305 -27%
CI
711
CX Institutional
Indiana
$16K +$6.74K +362 +73%
AWM
712
Apollon Wealth Management
South Carolina
$16K +$16K +819 New
FPFS
713
First Personal Financial Services
North Carolina
$15K – – –
OSNBOA
714
Old Second National Bank of Aurora
Illinois
$15K – – –
SNT
715
Security National Trust
West Virginia
$15K +$15K +775 New
BCWM
716
Bartlett & Co Wealth Management
Ohio
$14.3K -$28.5K -1,500 -67%
BC
717
Bartlett & Co
Ohio
$14K -$27.9K -1,500 -67%
THWM
718
Taylor Hoffman Wealth Management
Virginia
$14K +$14K +721 New
SBL
719
Sargent Bickham Lagudis
Colorado
$13K -$804 -41 -6%
EIM
720
Essex Investment Management
Massachusetts
$13K – – –
TFA
721
Toth Financial Advisory
Virginia
$13K – – –
EW
722
Evoke Wealth
California
$12K -$28.3K -1,507 -70%
EARNEST Partners
723
EARNEST Partners
Georgia
$12K -$4.57K -242 -28%
GCM
724
Gables Capital Management
Florida
$12K – – –
RWA
725
Ropes Wealth Advisors
Massachusetts
$12K +$12K +613 New
27 28
29
30 31