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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
CCIA
776
Campbell & Co Investment Adviser
Maryland
$333K +$305K +9,981 New
ICP
777
Interchange Capital Partners
Pennsylvania
$331K -$156K -5,094 -34%
IAN
778
Integrated Advisors Network
Texas
$331K +$302K +9,896 New
OIA
779
OneDigital Investment Advisors
Kansas
$328K +$37.8K +1,237 +14%
AWM
780
Axxcess Wealth Management
California
$328K +$300K +9,819 New
Group One Trading
781
Group One Trading
Illinois
$328K +$300K +9,832 New
SIM
782
Sentry Investment Management
Wisconsin
$325K +$297K +9,717 New
BAM
783
Belpointe Asset Management
Nevada
$322K +$20.7K +677 +8%
ANRIA
784
American National Registered Investment Advisor
Texas
$321K
IAIM
785
International Assets Investment Management
Florida
$321K +$39K +1,275 +15%
AWAP
786
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$319K +$291K +9,534 New
SFA
787
Sequoia Financial Advisors
Ohio
$319K +$291K +9,538 New
FRM
788
Fox Run Management
Connecticut
$318K +$291K +9,510 New
HS
789
Horan Securities
United States
$314K +$19.4K +634 +7%
HSA
790
HBK Sorce Advisory
Pennsylvania
$313K -$56.5K -1,848 -16%
SWM
791
Spire Wealth Management
Virginia
$312K -$1.93M -63,084 -87%
BFS
792
Bradley Foster & Sargent
Connecticut
$312K +$285K +9,338 New
CG
793
Caprock Group
Idaho
$311K +$285K +9,310 New
PA
794
Parallel Advisors
California
$310K -$3.12K -102 -1%
QCG
795
Quadrant Capital Group
Ohio
$310K +$6.88K +225 +2%
AGA
796
Arkos Global Advisors
Texas
$310K +$18.4K +603 +7%
GC
797
Gilbert & Cook
Iowa
$309K
IAMOG
798
Investors Asset Management of Georgia
Georgia
$308K +$306 +10 +0.1%
WSC
799
Wellington Shields & Co
New York
$308K +$282K +9,228 New
ED
800
Exane Derivatives
France
$308K +$281K +9,209 New

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.