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Williams Companies

640 hedge funds and large institutions have $30.1B invested in Williams Companies in 2013 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 248 increasing their positions, 234 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

626% more call options, than puts

Call options by funds: $1.99B | Put options by funds: $274M

66% more capital invested

Capital invested by funds: $18.1B → $30.1B (+$11.9B)

18% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 57

6% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 234

1% more funds holding

Funds holding: 635640 (+5)

0.54% more ownership

Funds ownership: 81.68%82.21% (+0.54%)

8% less funds holding in top 10

Funds holding in top 10: 3633 (-3)

Holders
640
Holders Change
+5
Holders Change %
+0.79%
% of All Funds
20.75%
Holding in Top 10
33
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.33%
% of All Funds
1.07%
New
67
Increased
248
Reduced
234
Closed
57
Calls
$1.99B
Puts
$274M
Net Calls
+$1.71B
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
51
HSBC Holdings
United Kingdom
$87M +$21.4M +610,499 +34%
SC
52
Sasco Capital
Connecticut
$85.4M -$73.1M -2,087,260 -47%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$81.6M -$3.7M -105,550 -4%
DPIM
54
Duff & Phelps Investment Management
Illinois
$73.4M +$223K +6,360 +0.3%
UBS AM
55
UBS AM
Illinois
$71.8M +$782K +22,306 +1%
N
56
Natixis
France
$70.5M +$67.6M +1,929,955 +21,837%
CS
57
Credit Suisse
Switzerland
$67.3M -$15.5M -441,839 -19%
NIM
58
NXG Investment Management
Texas
$66.4M +$11.9M +340,556 +23%
Sumitomo Mitsui Trust Group
59
Sumitomo Mitsui Trust Group
Japan
$66.1M -$1.16M -33,005 -2%
CIC
60
Crawford Investment Counsel
Georgia
$66M +$8.68M +247,608 +16%
California Public Employees Retirement System
61
California Public Employees Retirement System
California
$65.4M +$648K +18,496 +1%
MAA
62
Managed Account Advisors
New Jersey
$64.8M +$7.9M +225,576 +14%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$63.6M +$13.7M +391,432 +29%
CCM
64
Chickasaw Capital Management
Tennessee
$63.1M +$9.43M +269,130 +18%
Charles Schwab
65
Charles Schwab
California
$61M +$3.39M +96,595 +6%
BlackRock
66
BlackRock
New York
$60.1M +$2.08M +59,455 +4%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$59.9M +$640K +18,249 +1%
N
68
Nuveen
North Carolina
$59.2M +$10.7M +305,121 +23%
WCMNY
69
Westchester Capital Management (New York)
New York
$59M +$869K +24,800 +2%
TA
70
Teachers Advisors
New York
$57.7M +$4.75M +135,684 +9%
JHIU
71
Janus Henderson Investors US
Colorado
$57.6M -$42.2M -1,203,454 -43%
COPPSERS
72
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$57.5M -$1.45M -41,342 -3%
WRF
73
Waddell & Reed Financial
Kansas
$56.1M +$47.7M +1,360,850 +751%
Barclays
74
Barclays
United Kingdom
$54.1M +$12.2M +347,439 +30%
Federated Hermes
75
Federated Hermes
Pennsylvania
$53.8M -$43K -1,228 -0.1%

WMB Hedge Fund Activity: Q3 2013 in Review

640 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q3 2013, worth a combined $30.1B — up 66% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new WMB positions and 57 closed out — a net gain of 10 holders — while 248 added to existing stakes and 234 trimmed.

The largest buyer was Franklin Resources, adding an estimated $160M. The largest seller was T. Rowe Price Associates, cutting an estimated $255M.

  • 640 institutional investors held Williams Companies (WMB) as of Q3 2013, up from 635 in Q2 2013.
  • Funds reported $30.1B of Williams Companies stock for Q3 2013, up 66% quarter-over-quarter.
  • 67 funds opened new Williams Companies positions in Q3 2013 and 57 closed out, a net change of +10 holders.
  • The largest Williams Companies buyer in Q3 2013 was Franklin Resources, an estimated $160M added.
  • The largest Williams Companies seller in Q3 2013 was T. Rowe Price Associates, an estimated $255M sold.

Based on aggregated 13F filings for Q3 2013.