We are live on ! Find out more
WMB icon

Williams Companies
WMB

722 hedge funds and large institutions have $17.7B invested in Williams Companies in 2018 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 269 increasing their positions, 249 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $160M | Put options by funds: $88M

8% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 249

2% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 88

0.49% less ownership

Funds ownership: 86.61% → 86.13% (-0.49%)

1% less funds holding

Funds holding: 731 → 722 (-9)

19% less capital invested

Capital invested by funds: $21.8B → $17.7B (-$4.11B)

21% less funds holding in top 10

Funds holding in top 10: 19 → 15 (-4)

Holders
722
Holders Change
-9
Holders Change %
-1.23%
% of All Funds
16.55%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.34%
New
90
Increased
269
Reduced
249
Closed
88
Calls
$160M
Puts
$88M
Net Calls
+$71.7M
Net Calls Change
-$55.8M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$306M
2
Franklin Resources
Franklin Resources
California
+$129M
3
Millennium Management
Millennium Management
New York
+$127M
4
MWNA
Marshall Wace North America
New York
+$92.1M
5
MF
Magnetar Financial
Illinois
+$83.5M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$500M
2
Blackstone Inc
Blackstone Inc
New York
-$326M
3
BC
Brookfield Corp
Ontario, Canada
-$177M
4
PC
PointState Capital
New York
-$154M
5
TCA
Tortoise Capital Advisors
Kansas
-$88.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
751
Truist Financial
North Carolina
– -$428K -14,040 Closed
WP
752
WMS Partners
Maryland
– -$406K -13,307 Closed
JFGLC
753
Johnson Financial Group LLC (Colorado)
Colorado
– -$368K -12,058 Closed
WAM
754
Wolverine Asset Management
Illinois
– -$362K -11,892 Closed
DS
755
DRW Securities
Illinois
– -$353K -11,592 Closed
SRAM
756
Stone Ridge Asset Management
New York
– -$347K -11,395 Closed
ZIC
757
ZWJ Investment Counsel
Georgia
– -$338K -11,080 Closed
HFS
758
HL Financial Services
Kentucky
– -$331K -10,842 Closed
DIM
759
DC Investments Management
Virginia
– -$319K -10,468 Closed
TAM
760
Tiverton Asset Management
Delaware
– -$306K -10,041 Closed
WB
761
WesBanco Bank
West Virginia
– -$286K -9,377 Closed
NFC
762
Northeast Financial Consultants
Connecticut
– -$273K -8,973 Closed
SW
763
SVB Wealth
Massachusetts
– -$270K -8,863 Closed
CAM
764
Cypress Asset Management
Texas
– -$262K -8,606 Closed
VIA
765
Virtus Investment Advisers
Connecticut
– -$256K -8,406 Closed
SCA
766
Snowden Capital Advisors
New York
– -$245K -8,036 Closed
FSA
767
Franklin Street Advisors
North Carolina
– -$244K -8,000 Closed
VWM
768
Valley Wealth Managers
New Jersey
– -$243K -7,956 Closed
LW
769
Linscomb Wealth
Texas
– -$241K -7,910 Closed
VI
770
Versor Investments
New York
– -$240K -7,876 Closed
P
771
Pitcairn
Pennsylvania
– -$238K -7,818 Closed
CPC
772
Congress Park Capital
New York
– -$238K -7,800 Closed
CCA
773
Checchi Capital Advisers
California
– -$232K -7,619 Closed
PP
774
Prudential plc
United Kingdom
– -$231K -7,579 Closed
CM
775
Capital Management
Virginia
– -$229K -7,500 Closed
29 30
31
32 33

WMB Hedge Fund Activity: Q1 2018 in Review

722 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q1 2018, worth a combined $17.7B — down 19% from $21.8B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new WMB positions and 88 closed out — a net gain of 2 holders — while 269 added to existing stakes and 249 trimmed.

The largest buyer was BlackRock, adding an estimated $306M. The largest seller was Fidelity Investments, cutting an estimated $500M.

  • 722 institutional investors held Williams Companies (WMB) as of Q1 2018, down from 731 in Q4 2017.
  • Funds reported $17.7B of Williams Companies stock for Q1 2018, down 19% quarter-over-quarter.
  • 90 funds opened new Williams Companies positions in Q1 2018 and 88 closed out, a net change of +2 holders.
  • The largest Williams Companies buyer in Q1 2018 was BlackRock, an estimated $306M added.
  • The largest Williams Companies seller in Q1 2018 was Fidelity Investments, an estimated $500M sold.

Based on aggregated 13F filings for Q1 2018.