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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
EARNEST Partners
751
EARNEST Partners
Georgia
$25K +$8.5K +306 +54%
BCWM
752
Bartlett & Co Wealth Management
Ohio
$23K +$4.33K +156 +23%
OSNBOA
753
Old Second National Bank of Aurora
Illinois
$23K -$13K -468 -37%
BC
754
Bartlett & Co
Ohio
$23K +$4.33K +156 +23%
SFSIG
755
San Francisco Sentry Investment Group
California
$22K -$5.56K -200 -20%
CTC
756
Central Trust Company
Missouri
$22K
TNBTD
757
Trustmark National Bank Trust Department
Mississippi
$22K
WAP
758
Wealthcare Advisory Partners
Pennsylvania
$22K
M
759
MOTCO
Texas
$21K +$21.3K +766 New
FHA
760
Flagship Harbor Advisors
Massachusetts
$20K -$611 -22 -3%
AOWM
761
Alpha Omega Wealth Management
Virginia
$20K
THWM
762
Taylor Hoffman Wealth Management
Virginia
$20K +$83 +3 +0.4%
ZB
763
Zions Bancorporation
Utah
$19K -$1.72K -62 -8%
EIM
764
Essex Investment Management
Massachusetts
$19K
SWA
765
Sutton Wealth Advisors
Florida
$18.9K +$1.42K +51 +8%
CAL
766
Capital Analysts LLC
Pennsylvania
$18K -$639 -23 -3%
CFG
767
Citizens Financial Group
Rhode Island
$18K +$3.06K +110 +21%
SCA
768
Stonebridge Capital Advisors
Minnesota
$18K +$17.8K +639 New
MCM
769
McMillion Capital Management
North Carolina
$18K +$18K +646 New
GCM
770
Gables Capital Management
Florida
$17K
HCM
771
HMS Capital Management
Tennessee
$17K +$16.7K +600 New
TFO
772
Tarbox Family Office
California
$16K +$1.58K +57 +11%
SBL
773
Sargent Bickham Lagudis
Colorado
$15K -$5.36K -193 -26%
AIS
774
Accurate Investment Solutions
Pennsylvania
$15K
HI
775
Hudock Inc
Pennsylvania
$15K +$195 +7 +1%

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.