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Williams Companies

809 hedge funds and large institutions have $42.7B invested in Williams Companies in 2014 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 313 increasing their positions, 264 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more call options, than puts

Call options by funds: $2.78B | Put options by funds: $1.09B

39% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 89

23% more capital invested

Capital invested by funds: $34.7B → $42.7B (+$8.03B)

19% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 264

3% more funds holding

Funds holding: 786809 (+23)

1.56% more ownership

Funds ownership: 83.83%85.39% (+1.6%)

34% less funds holding in top 10

Funds holding in top 10: 6845 (-23)

Holders
809
Holders Change
+23
Holders Change %
+2.93%
% of All Funds
21.57%
Holding in Top 10
45
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-33.82%
% of All Funds
1.2%
New
124
Increased
313
Reduced
264
Closed
89
Calls
$2.78B
Puts
$1.09B
Net Calls
+$1.69B
Net Calls Change
-$285M
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
776
McNamara Financial Services
Massachusetts
$13K +$15.3K +300 New
TC
777
TradeLink Capital
Illinois
$13K +$15.3K +300 New
RA
778
Rational Advisors
New York
$11K +$12.3K +240 New
TIM
779
Tortoise Investment Management
New York
$10K
DBT
780
Dubuque Bank & Trust
Iowa
$10K +$11.7K +229 New
AWM
781
Avior Wealth Management
Nebraska
$9K
LFR
782
Lehman Financial Resources
Pennsylvania
$9K
NSIM
783
North Star Investment Management
Illinois
$9K
PFSC
784
Peoples Financial Services Corp
Pennsylvania
$9K
CP
785
Corbenic Partners
Pennsylvania
$9K +$2.2K +43 +29%
AIM
786
Advantage Investment Management
Iowa
$9K +$10.2K +199 New
SAM
787
Shamrock Asset Management
Texas
$9K +$10.2K +199 New
CB
788
Community Bank
New York
$9K +$10.2K +200 New
MPWT
789
MassMutual Private Wealth & Trust
Connecticut
$8.99K +$10.2K +200 New
MCA
790
Mercer Capital Advisers
New Jersey
$8K +$9.2K +180 New
VAM
791
Visionary Asset Management
Texas
$7K -$2.45M -47,871 -100%
BRWA
792
B. Riley Wealth Advisors
Florida
$6.82K +$710K +13,879 +200%
S
793
SignatureFD
Georgia
$6K +$6.29K +123 New
BWA
794
Burt Wealth Advisors
Maryland
$6K +$6.44K +126 New
MA
795
MCF Advisors
Kentucky
$5K
M
796
MOTCO
Texas
$5K
Winslow Capital Management
797
Winslow Capital Management
Minnesota
$5K +$5.93K +116 New
CS
798
Credential Securities
$4.13K -$811K -15,862 -99%
AA
799
Apriem Advisors
California
$4K
FAM
800
Formidable Asset Management
Ohio
$4K

WMB Hedge Fund Activity: Q4 2014 in Review

809 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q4 2014, worth a combined $42.7B — up 23% from $34.7B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new WMB positions and 89 closed out — a net gain of 35 holders — while 313 added to existing stakes and 264 trimmed.

The largest buyer was Fir Tree Capital Management, adding an estimated $405M. The largest seller was Fidelity Investments, cutting an estimated $312M.

  • 809 institutional investors held Williams Companies (WMB) as of Q4 2014, up from 786 in Q3 2014.
  • Funds reported $42.7B of Williams Companies stock for Q4 2014, up 23% quarter-over-quarter.
  • 124 funds opened new Williams Companies positions in Q4 2014 and 89 closed out, a net change of +35 holders.
  • The largest Williams Companies buyer in Q4 2014 was Fir Tree Capital Management, an estimated $405M added.
  • The largest Williams Companies seller in Q4 2014 was Fidelity Investments, an estimated $312M sold.

Based on aggregated 13F filings for Q4 2014.