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Williams Companies

837 hedge funds and large institutions have $29.2B invested in Williams Companies in 2018 Q3 according to their latest regulatory filings, with 158 funds opening new positions, 446 increasing their positions, 139 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

276% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 42

221% more repeat investments, than reductions

Existing positions increased: 446 | Existing positions reduced: 139

117% more call options, than puts

Call options by funds: $302M | Put options by funds: $139M

110% more funds holding in top 10

Funds holding in top 10: 2042 (+22)

48% more capital invested

Capital invested by funds: $19.7B → $29.2B (+$9.48B)

15% more funds holding

Funds holding: 729837 (+108)

1.01% more ownership

Funds ownership: 87.77%88.78% (+1%)

Holders
837
Holders Change
+108
Holders Change %
+14.81%
% of All Funds
19.14%
Holding in Top 10
42
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+110%
% of All Funds
0.96%
New
158
Increased
446
Reduced
139
Closed
42
Calls
$302M
Puts
$139M
Net Calls
+$163M
Net Calls Change
+$51.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PFSC
801
Peoples Financial Services Corp
Pennsylvania
$7K +$7.49K +258 New
CIA
802
CSat Investment Advisory
Michigan
$6K -$2.81K -97 -32%
TC
803
Trilogy Capital
California
$6K +$145 +5 +2%
CJA
804
C-J Advisory
California
$6K +$6.85K +236 New
CB
805
Community Bank
New York
$5K
JAM
806
JCIC Asset Management
Ontario, Canada
$5K
TFO
807
Tarbox Family Office
California
$5K
VFA
808
Valeo Financial Advisors
Indiana
$5K +$2.09K +72 +55%
RFA
809
Reilly Financial Advisors
California
$5K +$5.57K +192 New
CG
810
Cutler Group
California
$4K -$163K -5,623 -97%
GWS
811
Glassman Wealth Services
Virginia
$4K
PMFA
812
Plante Moran Financial Advisors
Michigan
$4K
KJWM
813
Kiley Juergens Wealth Management
Washington
$4K +$58 +2 +1%
TAIM
814
TD Ameritrade Investment Management
Nebraska
$4K +$2.9K +100 +182%
RMAM
815
Raab & Moskowitz Asset Management
New Jersey
$4K +$4.44K +153 New
LFA
816
Legacy Financial Advisors
Kentucky
$3K
WWMSC
817
Wagner Wealth Management (South Carolina)
South Carolina
$3K
HR
818
Howe & Rusling
New York
$3K +$3.28K +113 New
CAC
819
Certified Advisory Corp
Florida
$3K +$3.71K +128 New
BBA
820
Braun-Bostich & Associates
Pennsylvania
$2K
LFG
821
LifePlan Financial Group
Ohio
$2K
OFW
822
Omnia Family Wealth
Florida
$2K
SNT
823
Security National Trust
West Virginia
$2K
KF
824
Krilogy Financial
Missouri
$2K +$1.97K +68 New
BCI
825
Brinker Capital Investments
Pennsylvania
$2K +$2.23K +77 New