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Williams Companies

729 hedge funds and large institutions have $19.7B invested in Williams Companies in 2018 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 294 increasing their positions, 228 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $214M | Put options by funds: $103M

33% more funds holding in top 10

Funds holding in top 10: 1520 (+5)

29% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 228

18% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 72

11% more capital invested

Capital invested by funds: $17.7B → $19.7B (+$2B)

1.64% more ownership

Funds ownership: 86.13%87.77% (+1.6%)

1% more funds holding

Funds holding: 722729 (+7)

Holders
729
Holders Change
+7
Holders Change %
+0.97%
% of All Funds
16.69%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.46%
New
85
Increased
294
Reduced
228
Closed
72
Calls
$214M
Puts
$103M
Net Calls
+$111M
Net Calls Change
+$39.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
776
Lucas Capital Management
New Jersey
-$226K -9,284 Closed
TG
777
TLP Group
Illinois
-$225K -9,053 Closed
CEP
778
Chicago Equity Partners
Illinois
-$220K -8,830 Closed
TA
779
Tiedemann Advisors
New York
-$204K -8,200 Closed
PTC
780
Petrus Trust Company
Texas
-$200K -8,056 Closed
C
781
Cerebellum
California
-$170K -6,844 Closed
WCM
782
Whitener Capital Management
North Carolina
-$162K -6,527 Closed
PHK
783
Point72 Hong Kong
Hong Kong
-$155K -6,233 Closed
SWP
784
Stratos Wealth Partners
Ohio
-$125K -5,014 Closed
IIC
785
Integrated Investment Consultants
Michigan
-$42K -1,700 Closed
CIP
786
Convergence Investment Partners
Florida
-$34K -1,383 Closed
FGAM
787
Financial Gravity Asset Management
Texas
-$31K -1,194 Closed
WDL
788
Well Done LLC
Michigan
-$23K -908 Closed
DBT
789
Dubuque Bank & Trust
Iowa
-$21.5K -815 -98%
IWM
790
IHT Wealth Management
Illinois
-$19K -779 Closed
HFP
791
Holistic Financial Partners
Indiana
-$7K -292 Closed
PFO
792
Pathstone Family Office
New Jersey
-$7K -287 Closed
SP
793
SWS Partners
Ohio
-$5K -218 Closed
M
794
MOTCO
Texas
-$5K -216 Closed
DOA
795
D'Orazio & Associates
Virginia
-$5K -200 Closed
DSN
796
D. Scott Neal
Kentucky
-$4K -165 Closed
NC
797
NewSquare Capital
Pennsylvania
-$4.25K -161 Closed
PWM
798
Perigon Wealth Management
California
-$4K -149 Closed
SWMG
799
Signature Wealth Management Group
Georgia
-$369 -14 Closed

WMB Hedge Fund Activity: Q2 2018 in Review

729 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q2 2018, worth a combined $19.7B — up 11% from $17.7B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new WMB positions and 72 closed out — a net gain of 13 holders — while 294 added to existing stakes and 228 trimmed.

The largest buyer was King Street Capital Management, adding an estimated $223M. The largest seller was Fidelity Investments, cutting an estimated $505M.

  • 729 institutional investors held Williams Companies (WMB) as of Q2 2018, up from 722 in Q1 2018.
  • Funds reported $19.7B of Williams Companies stock for Q2 2018, up 11% quarter-over-quarter.
  • 85 funds opened new Williams Companies positions in Q2 2018 and 72 closed out, a net change of +13 holders.
  • The largest Williams Companies buyer in Q2 2018 was King Street Capital Management, an estimated $223M added.
  • The largest Williams Companies seller in Q2 2018 was Fidelity Investments, an estimated $505M sold.

Based on aggregated 13F filings for Q2 2018.