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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
GSWM
826
Golden State Wealth Management
California
$1K -$2.64K -95 -58%
PFGIA
827
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$333 -12 -50%
Kayne Anderson Rudnick Investment Management
828
Kayne Anderson Rudnick Investment Management
California
$1K +$611 +22 New
WAS
829
Winch Advisory Services
Wisconsin
$1K +$667 +24 New
AWM
830
Arbor Wealth Management
Florida
$1K +$1.36K +49 New
MWM
831
Meridian Wealth Management
Kentucky
$280 +$27.8K +1,000 New
WIM
832
Westside Investment Management
California
$9 +$9.48K +341 New
SIG
833
Senator Investment Group
New York
-$144M -5,000,000 Closed
Adage Capital Partners
834
Adage Capital Partners
Massachusetts
-$43.2M -1,505,300 Closed
HHAM
835
HITE Hedge Asset Management
Massachusetts
-$17.9M -624,784 Closed
CL
836
Chubb Ltd
Switzerland
-$10.1M -350,000 Closed
CIM
837
Castleton Investment Management
Connecticut
-$8.33M -290,000 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
838
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$5.71M -198,898 Closed
AIM
839
Assured Investment Management
New York
-$4.89M -170,316 Closed
Point72 Asset Management
840
Point72 Asset Management
Connecticut
-$3.21M -111,865 Closed
CGM
841
Centenus Global Management
New York
-$3.16M -110,000 Closed
CCM
842
Callodine Capital Management
Massachusetts
-$2.87M -100,000 Closed
DF
843
Donoghue Forlines
Massachusetts
-$2.82M -98,252 Closed
LTI
844
Laffer Tengler Investments
Tennessee
-$2.17M -75,477 Closed
TCM
845
TVR Capital Management
Connecticut
-$2.1M -73,113 Closed
DCM
846
Driehaus Capital Management
Illinois
-$1.89M -65,710 Closed
JGC
847
J. Goldman & Co
New York
-$1.65M -57,286 Closed
Twin Tree Management
848
Twin Tree Management
Texas
-$1.49M -52,016 Closed
TC
849
Telemus Capital
Michigan
-$1.47M -51,066 Closed
PI
850
PEAK6 Investments
Illinois
-$1.33M -47,736 Closed

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.