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Williams Companies
WMB

Overview Fund Activity

789 hedge funds and large institutions have $14.8B invested in Williams Companies in 2020 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 311 increasing their positions, 292 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
789
Holders Change
-51
Holders Change %
-6.07%
% of All Funds
17.43%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.73%
New
84
Increased
311
Reduced
292
Closed
125
Calls
$105M
Puts
$69.7M
Net Calls
+$35.2M
Net Calls Change
-$69.8M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$246M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$110M
3
Deutsche Bank
Deutsche Bank
Germany
$360M
4
SAM
Southeastern Asset Management
Tennessee
$192M
5
State Street
State Street
Massachusetts
$951M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$0
2
Capital World Investors
Capital World Investors
California
$0
3
GCM
Glenview Capital Management
New York
$0
4
TCA
Tortoise Capital Advisors
Kansas
$366M
5
KACA
Kayne Anderson Capital Advisors
California
$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
751
Truvestments Capital
Florida
$4K +$4K +296 New
GSWM
752
Golden State Wealth Management
California
$4K +$4K +300 New
OSAM
753
O'Shaughnessy Asset Management
Connecticut
$3K -$12.3K -727 -80%
SL
754
Savior LLC
Massachusetts
$3K -$169 -13 -5%
SC
755
Steph & Co
Wisconsin
$3K – – –
SWM
756
Sugarloaf Wealth Management
Georgia
$3K – – –
LWM
757
Liberty Wealth Management
California
$3K +$80 +6 +3%
SMG
758
Spectrum Management Group
Indiana
$3K +$3K +200 New
FBT
759
First Bank & Trust
South Dakota
$3K +$3K +200 New
PCMK
760
Paragon Capital Management (Kansas)
Kansas
$3K +$3K +200 New
SQA
761
Simon Quick Advisors
New Jersey
$2K -$7.09K -390 -78%
PMFA
762
Plante Moran Financial Advisors
Michigan
$2K -$803 -63 -29%
PFGIA
763
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$319 +18 +19%
AIC
764
Ameritas Investment Company
Nebraska
$2K +$1.31K +102 +189%
AA
765
Ancora Advisors
Ohio
$2K +$2K +158 New
CFFP
766
Center for Financial Planning
Michigan
$2K +$2K +169 New
BII
767
Bainco International Investors
Massachusetts
$2K +$2K +170 New
SAM
768
S.A. Mason
Michigan
$2K +$2K +175 New
AWA
769
Arkadios Wealth Advisors
Georgia
$1.2K – – –
AIC
770
Archer Investment Corporation
Indiana
$1K – – –
CCA
771
Column Capital Advisors
Indiana
$1K – – –
TC
772
Trust Company
Kansas
$1K – – –
BFC
773
Bedel Financial Consulting
Indiana
$1K – – –
BBA
774
Braun-Bostich & Associates
Pennsylvania
$1K – – –
WCG
775
Weaver Consulting Group
California
$1K – – –
29 30
31
32 33