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Williams Companies

836 hedge funds and large institutions have $30.1B invested in Williams Companies in 2019 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 315 increasing their positions, 292 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $275M | Put options by funds: $225M

17% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 70

8% more repeat investments, than reductions

Existing positions increased: 315 | Existing positions reduced: 292

0% more funds holding

Funds holding: 832836 (+4)

0.4% less ownership

Funds ownership: 89.15%88.75% (-0.4%)

3% less capital invested

Capital invested by funds: $31B → $30.1B (-$905M)

13% less funds holding in top 10

Funds holding in top 10: 4539 (-6)

Holders
836
Holders Change
+4
Holders Change %
+0.48%
% of All Funds
18.16%
Holding in Top 10
39
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.33%
% of All Funds
0.85%
New
82
Increased
315
Reduced
292
Closed
70
Calls
$275M
Puts
$225M
Net Calls
+$50.9M
Net Calls Change
-$8.03M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
801
Evolution Wealth Advisors
Florida
$5K +$5.2K +187 New
GEA
802
Glen Eagle Advisors
New Jersey
$4.98K +$2.39K +86 +93%
LWM
803
Lenox Wealth Management
Ohio
$4K +$973 +35 +26%
BL
804
Balentine LLC
Georgia
$4K +$4.28K +154 New
VFA
805
Valeo Financial Advisors
Indiana
$3K -$2.64K -95 -47%
FBT
806
First Bank & Trust
South Dakota
$3K
PB
807
Pinnacle Bancorp
Nebraska
$3K
WCG
808
Weaver Consulting Group
California
$3K
PCM
809
Prelude Capital Management
New York
$3K +$2.89K +104 New
SQA
810
Simon Quick Advisors
New Jersey
$2.58K -$133K -4,796 -98%
GT
811
Glenmede Trust
Pennsylvania
$2.31K +$8.36K +301 +0.4%
W
812
WealthStone
Ohio
$2.21K +$2.19K +79 New
SIS
813
Sound Income Strategies
Florida
$2K -$1.61K -58 -49%
BBA
814
Braun-Bostich & Associates
Pennsylvania
$2K
BCI
815
Brinker Capital Investments
Pennsylvania
$2K
EWM
816
Endurance Wealth Management
Rhode Island
$2K
LFG
817
LifePlan Financial Group
Ohio
$2K
NCM
818
Nelson Capital Management
California
$2K
SNT
819
Security National Trust
West Virginia
$2K
ST
820
Smithfield Trust
Pennsylvania
$2K
TC
821
Trust Company
Kansas
$2K
BWM
822
Baystate Wealth Management
Massachusetts
$2K +$28 +1 +2%
FCH
823
Freestone Capital Holdings
Washington
$1.52K -$3.01M -108,156 -67%
UB
824
UMB Bank
Missouri
$1.26K -$72.2K -2,599 -5%
BRWM
825
B. Riley Wealth Management
Tennessee
$1.24K -$9.92K -357 -0.8%

WMB Hedge Fund Activity: Q2 2019 in Review

836 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q2 2019, worth a combined $30.1B — down 2.9% from $31B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new WMB positions and 70 closed out — a net gain of 12 holders — while 315 added to existing stakes and 292 trimmed.

The largest buyer was Invesco, adding an estimated $404M. The largest seller was King Street Capital Management, cutting an estimated $203M.

  • 836 institutional investors held Williams Companies (WMB) as of Q2 2019, up from 832 in Q1 2019.
  • Funds reported $30.1B of Williams Companies stock for Q2 2019, down 2.9% quarter-over-quarter.
  • 82 funds opened new Williams Companies positions in Q2 2019 and 70 closed out, a net change of +12 holders.
  • The largest Williams Companies buyer in Q2 2019 was Invesco, an estimated $404M added.
  • The largest Williams Companies seller in Q2 2019 was King Street Capital Management, an estimated $203M sold.

Based on aggregated 13F filings for Q2 2019.