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Williams Companies

815 hedge funds and large institutions have $25.6B invested in Williams Companies in 2019 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 327 increasing their positions, 284 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $251M | Put options by funds: $215M

15% more repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 284

1.01% less ownership

Funds ownership: 88.75%87.74% (-1%)

3% less funds holding

Funds holding: 836815 (-21)

15% less capital invested

Capital invested by funds: $30.1B → $25.6B (-$4.52B)

18% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 90

31% less funds holding in top 10

Funds holding in top 10: 3927 (-12)

Holders
815
Holders Change
-21
Holders Change %
-2.51%
% of All Funds
17.87%
Holding in Top 10
27
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-30.77%
% of All Funds
0.59%
New
74
Increased
327
Reduced
284
Closed
90
Calls
$251M
Puts
$215M
Net Calls
+$36M
Net Calls Change
-$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TFO
751
Tarbox Family Office
California
$19K +$6.13K +243 +44%
CTC
752
Central Trust Company
Missouri
$18K
WAP
753
Wealthcare Advisory Partners
Pennsylvania
$18K
THWM
754
Taylor Hoffman Wealth Management
Virginia
$17K
FHA
755
Flagship Harbor Advisors
Massachusetts
$17K +$151 +6 +0.8%
SBL
756
Sargent Bickham Lagudis
Colorado
$17K +$3.6K +143 +26%
AA
757
Advisory Alpha
Michigan
$16.1K +$17.9K +709 New
ZB
758
Zions Bancorporation
Utah
$16K -$176 -7 -1%
EIM
759
Essex Investment Management
Massachusetts
$16K
MCM
760
McMillion Capital Management
North Carolina
$16K
CAL
761
Capital Analysts LLC
Pennsylvania
$15K
GCM
762
Gables Capital Management
Florida
$15K
SCA
763
Stonebridge Capital Advisors
Minnesota
$15K
PFO
764
Pathstone Family Office
New Jersey
$15K +$15.2K +604 New
SWA
765
Sutton Wealth Advisors
Florida
$14.8K -$1.49K -59 -9%
AIS
766
Accurate Investment Solutions
Pennsylvania
$13K
HI
767
Hudock Inc
Pennsylvania
$13K +$227 +9 +2%
CCMW
768
Cypress Capital Management (Wyoming)
Wyoming
$12K
SQA
769
Simon Quick Advisors
New Jersey
$12K +$10.3K +408 +443%
BEI
770
Benjamin Edwards Inc
Missouri
$11K -$126 -5 -1%
TCM
771
Tradewinds Capital Management
Washington
$11K +$5.67K +225 +90%
KTC
772
Kistler-Tiffany Companies
Pennsylvania
$10K
MAM
773
Marquette Asset Management
Minnesota
$10K
EI
774
Ellevest Inc
New York
$9K -$20.3K -805 -67%
SIM
775
Sonora Investment Management
Arizona
$9K

WMB Hedge Fund Activity: Q3 2019 in Review

815 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q3 2019, worth a combined $25.6B — down 15% from $30.1B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of WMB and 74 opened new positions — a net loss of 16 holders — while 284 trimmed existing stakes and 327 added.

The largest buyer was Mitsubishi UFJ Trust & Banking, adding an estimated $375M. The largest seller was Brookfield Corp, exiting entirely with an estimated $447M sold.

  • 815 institutional investors held Williams Companies (WMB) as of Q3 2019, down from 836 in Q2 2019.
  • Funds reported $25.6B of Williams Companies stock for Q3 2019, down 15% quarter-over-quarter.
  • 74 funds opened new Williams Companies positions in Q3 2019 and 90 closed out, a net change of -16 holders.
  • The largest Williams Companies buyer in Q3 2019 was Mitsubishi UFJ Trust & Banking, an estimated $375M added.
  • The largest Williams Companies seller in Q3 2019 was Brookfield Corp, an estimated $447M sold.

Based on aggregated 13F filings for Q3 2019.