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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
CA
801
Cullinan Associates
Kentucky
$307K -$64.2K -2,100 -19%
Assenagon Asset Management
802
Assenagon Asset Management
Luxembourg
$307K
HPC
803
HM Payson & Co
Maine
$306K +$367 +12 +0.1%
FAIM
804
Financial Advocates Investment Management
Washington
$305K +$279K +9,143 New
CG
805
Clarus Group
Texas
$299K +$1.44K +47 +0.5%
EW
806
Evoke Wealth
California
$298K -$30K -982 -10%
EFSCE
807
Enterprise Financial Services Corp (EFSC)
Missouri
$298K +$7.95K +260 +3%
AWA
808
Amplius Wealth Advisors
Pennsylvania
$297K +$248K +8,119 +1,048%
AWM
809
Apollon Wealth Management
South Carolina
$295K -$22K -720 -8%
VAG
810
VisionPoint Advisory Group
Texas
$293K -$59.6K -1,950 -19%
CGL
811
Clarius Group LLC
Washington
$291K
MHS
812
M Holdings Securities
Oregon
$290K +$266K +8,690 New
SC
813
Savant Capital
Illinois
$286K +$2.63K +86 +1%
PFGIA
814
Patriot Financial Group Insurance Agency
Massachusetts
$284K +$47.2K +1,544 +22%
ACM
815
Adalta Capital Management
New York
$284K +$260K +8,500 New
SCM
816
Shelton Capital Management
Colorado
$278K -$5.23K -171 -2%
SF
817
Synovus Financial
Georgia
$275K -$95K -3,110 -27%
LP
818
LGL Partners
Pennsylvania
$275K
NIM
819
Northeast Investment Management
Massachusetts
$275K +$183 +6 +0.1%
CG
820
Colony Group
Massachusetts
$275K +$251K +8,227 New
AF
821
Allworth Financial
California
$274K +$40.2K +1,315 +19%
PTC
822
Private Trust Company
Ohio
$273K +$249K +8,162 New
BFM
823
Boothbay Fund Management
New York
$272K -$9.69K -317 -4%
1IA
824
1834 Investment Advisors
Wisconsin
$272K
BWM
825
Birchcreek Wealth Management
Ohio
$270K

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.