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Williams Companies

1,103 hedge funds and large institutions have $34.6B invested in Williams Companies in 2022 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 448 increasing their positions, 314 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 88

43% more repeat investments, than reductions

Existing positions increased: 448 | Existing positions reduced: 314

39% more funds holding in top 10

Funds holding in top 10: 2332 (+9)

28% more capital invested

Capital invested by funds: $27B → $34.6B (+$7.62B)

7% more funds holding

Funds holding: 1,0281,103 (+75)

0.45% less ownership

Funds ownership: 85.73%85.28% (-0.45%)

14% less call options, than puts

Call options by funds: $232M | Put options by funds: $269M

Holders
1,103
Holders Change
+75
Holders Change %
+7.3%
% of All Funds
17.4%
Holding in Top 10
32
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+39.13%
% of All Funds
0.5%
New
174
Increased
448
Reduced
314
Closed
88
Calls
$232M
Puts
$269M
Net Calls
-$36.9M
Net Calls Change
-$61.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WI
751
Wintrust Investments
Illinois
$356K +$45.8K +1,500 +16%
PI
752
Putnam Investments
Massachusetts
$355K -$11.4K -372 -3%
SWM
753
Segment Wealth Management
Texas
$355K +$3.73K +122 +1%
WB
754
WesBanco Bank
West Virginia
$354K -$26K -850 -7%
MWA
755
Meridian Wealth Advisors
Texas
$352K +$1.96K +64 +0.6%
SWM
756
Scissortail Wealth Management
Oklahoma
$352K +$5.35K +175 +2%
APC
757
Aspire Private Capital
North Carolina
$350K +$19.4K +635 +6%
SFS
758
Sowell Financial Services
Arkansas
$350K +$310K +10,144 New
AIP
759
Ahrens Investment Partners
Louisiana
$347K -$35K -1,146 -10%
Acadian Asset Management
760
Acadian Asset Management
Massachusetts
$347K +$77.6K +2,540 +32%
ESCM
761
Echo Street Capital Management
New York
$346K -$584K -19,101 -65%
CWM
762
Congress Wealth Management
Massachusetts
$345K +$2.6K +85 +0.8%
CS
763
Comerica Securities
Michigan
$344K +$50.5K +1,651 +19%
FMAEN1
764
Fund Management at Engine No 1
California
$344K +$314K +10,283 New
FFA
765
Founders Financial Alliance
North Carolina
$342K +$313K +10,245 New
SA
766
Syntax Advisors
New York
$341K -$110K -3,615 -26%
VCG
767
Vantage Consulting Group
Virginia
$341K -$110K -3,615 -26%
WCA
768
Westover Capital Advisors
Delaware
$341K
BONH
769
Bank of New Hampshire
New Hampshire
$340K +$311K +10,190 New
PFM
770
Phillips Financial Management
Indiana
$338K
CB
771
Community Bank
New York
$334K
GA
772
GFS Advisors
Texas
$334K
HA
773
Harbor Advisors
Florida
$334K
SWM
774
Stockman Wealth Management
Montana
$334K
CWM
775
CarsonAllaria Wealth Management
Illinois
$333K -$9.29K -304 -3%

WMB Hedge Fund Activity: Q1 2022 in Review

1,103 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q1 2022, worth a combined $34.6B — up 28% from $27B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new WMB positions and 88 closed out — a net gain of 86 holders — while 448 added to existing stakes and 314 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $243M. The largest seller was Tortoise Capital Advisors, cutting an estimated $397M.

  • 1,103 institutional investors held Williams Companies (WMB) as of Q1 2022, up from 1,028 in Q4 2021.
  • Funds reported $34.6B of Williams Companies stock for Q1 2022, up 28% quarter-over-quarter.
  • 174 funds opened new Williams Companies positions in Q1 2022 and 88 closed out, a net change of +86 holders.
  • The largest Williams Companies buyer in Q1 2022 was Royal Bank of Canada, an estimated $243M added.
  • The largest Williams Companies seller in Q1 2022 was Tortoise Capital Advisors, an estimated $397M sold.

Based on aggregated 13F filings for Q1 2022.