We are live on ! Find out more
WMB icon

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
FANJ
726
Financial Architects (New Jersey)
New Jersey
$39K -$72.5K -2,608 -65%
TRCT
727
Tower Research Capital (TRC)
New York
$36K -$1.16M -41,845 -97%
SIC
728
Salem Investment Counselors
North Carolina
$36K -$1.83K -66 -5%
HSA
729
Hussman Strategic Advisors
Maryland
$36K
OIA
730
Optimum Investment Advisors
Illinois
$36K
OC
731
Oakworth Capital
Alabama
$36K +$611 +22 +2%
CIAS
732
Capital Investment Advisory Services
North Carolina
$35K -$70.9K -2,550 -67%
CIA
733
CSat Investment Advisory
Michigan
$35K +$25.3K +910 +277%
BCM
734
Blume Capital Management
California
$34K
MCA
735
Mercer Capital Advisers
New Jersey
$34K
EI
736
Ellevest Inc
New York
$34K +$22.4K +805 +205%
JFA
737
JNBA Financial Advisors
Minnesota
$33K
VNA
738
Valley National Advisers
Pennsylvania
$32K +$445 +16 +1%
PCIA
739
Prime Capital Investment Advisors
Kansas
$30K +$29.6K +1,064 New
BWM
740
BerganKDV Wealth Management
Minnesota
$28K
CPA
741
Cowen Prime Advisors
New York
$28K
IAS
742
IMA Advisory Services
Colorado
$28K
LA
743
Legacy Advisors
Pennsylvania
$28K
NCM
744
Northstar Capital Management
New York
$28K
SA
745
SRH Advisors
Kansas
$28K
TFS
746
TrustCore Financial Services
Tennessee
$28K
EFSCE
747
Enterprise Financial Services Corp (EFSC)
Missouri
$27K -$4.67K -168 -15%
CWM
748
Cedar Wealth Management
California
$27K
TC
749
Truvestments Capital
Florida
$27K +$20.8K +750 +361%
FDCDDQ
750
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.2K -$635K -22,838 -96%

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.