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Williams Companies
WMB

Overview Fund Activity

814 hedge funds and large institutions have $25.5B invested in Williams Companies in 2019 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 327 increasing their positions, 283 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
-21
Holders Change %
-2.51%
% of All Funds
17.88%
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
283
Closed
90
Calls
$251M
Puts
$215M
Net Calls
+$36M
Net Calls Change
-$14.9M

Top Buyers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$358M
2
TCA
Tortoise Capital Advisors
Kansas
+$120M
3
Franklin Resources
Franklin Resources
California
+$118M
4
OAC
OMERS Administration Corp
Ontario, Canada
+$93.9M
5
Cohen & Steers
Cohen & Steers
New York
+$69.3M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
-$447M
2
HFA
Harvest Fund Advisors
Pennsylvania
-$238M
3
SCM
Steadfast Capital Management
New York
-$171M
4
BlackRock
BlackRock
New York
-$124M
5
KSCM
King Street Capital Management
New York
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
776
AssetMark Inc
California
$9K +$4.82K +196 +115%
LWM
777
Liberty Wealth Management
California
$9K +$9K +363 New
FEG
778
Financial Enhancement Group
Indiana
$7K – – –
CA
779
Centerpoint Advisors
Massachusetts
$7K – – –
PCG
780
Private Capital Group
Connecticut
$6K -$6.67K -269 -53%
PFSC
781
Peoples Financial Services Corp
Pennsylvania
$6K – – –
EWA
782
Evolution Wealth Advisors
Florida
$6K +$1.55K +65 +35%
PMFA
783
Plante Moran Financial Advisors
Michigan
$5K – – –
NIC
784
Northwest Investment Counselors
Oregon
$5K +$5K +200 New
GWS
785
Glassman Wealth Services
Virginia
$4K -$154 -6 -4%
JAM
786
JCIC Asset Management
Ontario, Canada
$4K – – –
WWM
787
Willingdon Wealth Management
North Carolina
$4K +$4K +167 New
HCA
788
Horan Capital Advisors
Ohio
$4K +$4K +180 New
WCG
789
Weaver Consulting Group
California
$3K – – –
VFA
790
Valeo Financial Advisors
Indiana
$3K – – –
ST
791
Smithfield Trust
Pennsylvania
$3K +$1.88K +100 +167%
RMC
792
Resources Management Corp
Connecticut
$3K +$3K +125 New
BCI
793
Brinker Capital Investments
Pennsylvania
$2K – – –
EWM
794
Endurance Wealth Management
Rhode Island
$2K – – –
NCM
795
Nelson Capital Management
California
$2K – – –
TC
796
Trust Company
Kansas
$2K – – –
SNT
797
Security National Trust
West Virginia
$2K – – –
PB
798
Pinnacle Bancorp
Nebraska
$2K – – –
PFGIA
799
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$1.77K +90 +750%
LCM
800
Laurion Capital Management
New York
$2K +$2K +100 New
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