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Williams Companies

1,103 hedge funds and large institutions have $34.6B invested in Williams Companies in 2022 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 448 increasing their positions, 314 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 88

43% more repeat investments, than reductions

Existing positions increased: 448 | Existing positions reduced: 314

39% more funds holding in top 10

Funds holding in top 10: 2332 (+9)

28% more capital invested

Capital invested by funds: $27B → $34.6B (+$7.62B)

7% more funds holding

Funds holding: 1,0281,103 (+75)

0.45% less ownership

Funds ownership: 85.73%85.28% (-0.45%)

14% less call options, than puts

Call options by funds: $232M | Put options by funds: $269M

Holders
1,103
Holders Change
+75
Holders Change %
+7.3%
% of All Funds
17.4%
Holding in Top 10
32
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+39.13%
% of All Funds
0.5%
New
174
Increased
448
Reduced
314
Closed
88
Calls
$232M
Puts
$269M
Net Calls
-$36.9M
Net Calls Change
-$61.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
701
Sound View Wealth Advisors Group
Georgia
$446K +$148K +4,834 +57%
DI
702
Diligent Investors
California
$442K -$60.9K -1,994 -13%
GIM
703
Groesbeck Investment Management
New Jersey
$442K
OWM
704
OneAscent Wealth Management
Alabama
$442K +$404K +13,225 New
RWM
705
Ritholtz Wealth Management
New York
$441K -$110K -3,598 -21%
GBT
706
Grove Bank & Trust
Florida
$440K +$151K +4,947 +60%
FWM
707
Frontier Wealth Management
Missouri
$437K
CFN
708
Cordasco Financial Network
Florida
$435K +$88.7K +2,901 +29%
CCG
709
Cypress Capital Group
Florida
$435K +$398K +13,032 New
SG Americas Securities
710
SG Americas Securities
New York
$434K -$2.79M -91,137 -88%
AIA
711
Arbor Investment Advisors
North Carolina
$434K +$91.7K +3,000 +30%
KIA
712
KCM Investment Advisors
California
$433K +$161K +5,278 +69%
ECG
713
Edge Capital Group
Georgia
$429K -$9.17K -300 -2%
SFI
714
Siemens Fonds Invest
Germany
$429K
LC
715
Lavaca Capital
Texas
$428K +$391K +12,800 New
BP
716
Ballentine Partners
Massachusetts
$426K +$390K +12,750 New
UCI
717
Uncommon Cents Investing
Wisconsin
$425K +$389K +12,730 New
PIM
718
Perpetual Investment Management
Australia
$424K
CFG
719
Cooper Financial Group
California
$423K +$144K +4,706 +59%
CCM
720
Coldstream Capital Management
Washington
$413K -$8.46K -277 -2%
II
721
Inspire Investing
Idaho
$412K -$84.7K -2,770 -18%
GT
722
Greenleaf Trust
Michigan
$412K +$9.63K +315 +3%
SW
723
SVB Wealth
Massachusetts
$410K -$74.1K -2,425 -16%
BA
724
Ballew Advisors
Mississippi
$409K -$63.9K -2,091 -15%
OWA
725
Outlook Wealth Advisors
Texas
$407K -$1.01K -33 -0.3%

WMB Hedge Fund Activity: Q1 2022 in Review

1,103 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q1 2022, worth a combined $34.6B — up 28% from $27B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new WMB positions and 88 closed out — a net gain of 86 holders — while 448 added to existing stakes and 314 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $243M. The largest seller was Tortoise Capital Advisors, cutting an estimated $397M.

  • 1,103 institutional investors held Williams Companies (WMB) as of Q1 2022, up from 1,028 in Q4 2021.
  • Funds reported $34.6B of Williams Companies stock for Q1 2022, up 28% quarter-over-quarter.
  • 174 funds opened new Williams Companies positions in Q1 2022 and 88 closed out, a net change of +86 holders.
  • The largest Williams Companies buyer in Q1 2022 was Royal Bank of Canada, an estimated $243M added.
  • The largest Williams Companies seller in Q1 2022 was Tortoise Capital Advisors, an estimated $397M sold.

Based on aggregated 13F filings for Q1 2022.