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Williams Companies

701 hedge funds and large institutions have $20.9B invested in Williams Companies in 2017 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 334 increasing their positions, 179 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 179

52% more call options, than puts

Call options by funds: $288M | Put options by funds: $189M

20% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 75

5% more capital invested

Capital invested by funds: $19.9B → $20.9B (+$958M)

1% more funds holding

Funds holding: 697701 (+4)

0.25% more ownership

Funds ownership: 85.11%85.37% (+0.25%)

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

Holders
701
Holders Change
+4
Holders Change %
+0.57%
% of All Funds
17.45%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.65%
New
90
Increased
334
Reduced
179
Closed
75
Calls
$288M
Puts
$189M
Net Calls
+$99.2M
Net Calls Change
-$73.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ZIM
751
Zacks Investment Management
Illinois
-$435K -13,982 Closed
PCM
752
Penserra Capital Management
California
-$281K -9,032 Closed
Luther King Capital Management (LKCM)
753
Luther King Capital Management (LKCM)
Texas
-$276K -8,875 Closed
AC
754
Abbrea Capital
California
-$270K -8,661 Closed
Lido Advisors
755
Lido Advisors
California
-$248K -7,961 Closed
RIL
756
Rothschild Investment LLC
Illinois
-$237K -7,614 Closed
QC
757
QCM Cayman
Texas
-$234K -7,508 Closed
GA
758
Geneva Advisors
Illinois
-$233K -7,490 Closed
DWT
759
Dorsey & Whitney Trust
South Dakota
-$206K -6,641 Closed
CAN
760
Cetera Advisor Networks
California
-$203K -6,534 Closed
IDBONY
761
Israel Discount Bank of New York
New York
-$177K -5,675 Closed
JWM
762
Janiczek Wealth Management
Colorado
-$165K -5,300 Closed
SIG
763
Stanford Investment Group
California
-$111K -3,565 Closed
CFD
764
Creative Financial Designs
Indiana
-$63K -2,008 Closed
PIA
765
Piedmont Investment Advisors
North Carolina
-$59.9K -1,924 Closed
SFS
766
Sowell Financial Services
Arkansas
-$19K -647 Closed
FNBT
767
FineMark National Bank & Trust
Florida
-$15K -470 Closed
ECM
768
Elgethun Capital Management
South Dakota
-$14K -450 Closed
MBT
769
Montecito Bank & Trust
California
-$12K -388 Closed
EARNEST Partners
770
EARNEST Partners
Georgia
-$11K -355 Closed
WTB
771
Washington Trust Bank
Washington
-$6K -181 Closed
NFG
772
Next Financial Group
Texas
-$5K -163 Closed
WAM
773
Wolverine Asset Management
Illinois
-$4K -156 Closed
FAN
774
Financial Advisors Network
California
-$4.14K -147 Closed
PRS
775
Pinkerton Retirement Specialists
Idaho
-$4K -132 Closed

WMB Hedge Fund Activity: Q1 2017 in Review

701 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q1 2017, worth a combined $20.9B — up 4.8% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new WMB positions and 75 closed out — a net gain of 15 holders — while 334 added to existing stakes and 179 trimmed.

The largest buyer was BlackRock, adding an estimated $1.65B. The largest seller was Lone Pine Capital, exiting entirely with an estimated $508M sold.

  • 701 institutional investors held Williams Companies (WMB) as of Q1 2017, up from 697 in Q4 2016.
  • Funds reported $20.9B of Williams Companies stock for Q1 2017, up 4.8% quarter-over-quarter.
  • 90 funds opened new Williams Companies positions in Q1 2017 and 75 closed out, a net change of +15 holders.
  • The largest Williams Companies buyer in Q1 2017 was BlackRock, an estimated $1.65B added.
  • The largest Williams Companies seller in Q1 2017 was Lone Pine Capital, an estimated $508M sold.

Based on aggregated 13F filings for Q1 2017.