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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
TFS
826
TrustCore Financial Services
Tennessee
$269K +$12.3K +403 +5%
CW
827
CreativeOne Wealth
Kansas
$269K +$246K +8,043 New
WGAM
828
Wilkinson Global Asset Management
New York
$267K
DTIM
829
Danda Trouve Investment Management
Kansas
$265K -$5.78K -189 -2%
SIM
830
SSI Investment Management
California
$265K -$2.69K -88 -1%
WWM
831
Western Wealth Management
Colorado
$265K +$243K +7,946 New
CI
832
Cincinnati Insurance
Ohio
$263K
AWA
833
Arete Wealth Advisors
Illinois
$262K -$306 -10 -0.1%
CCA
834
Childress Capital Advisors
Texas
$261K -$152K -4,962 -39%
C
835
Covestor
United Kingdom
$260K +$177K +5,791 +289%
PFA
836
Pettinga Financial Advisors
Indiana
$257K +$235K +7,684 New
SIC
837
Sterling Investment Counsel
New York
$256K -$3.58K -117 -2%
CWS
838
Cypress Wealth Services
California
$256K +$234K +7,658 New
AA
839
ALPS Advisors
Colorado
$254K -$35.8M -1,171,193 -99%
MA
840
MJP Associates
Connecticut
$254K +$1.44K +47 +0.6%
CM
841
Capital Management
Virginia
$254K +$232K +7,600 New
IWM
842
IHT Wealth Management
Illinois
$254K +$232K +7,600 New
CCM
843
Corsair Capital Management
New York
$252K +$230K +7,532 New
HPWM
844
Highland Private Wealth Management
Washington
$252K +$231K +7,553 New
IGWM
845
ICA Group Wealth Management
Colorado
$251K +$205K +6,714 New
MCM
846
Mainstay Capital Management
Michigan
$251K +$229K +7,500 New
LF
847
Lantz Financial
Illinois
$250K +$229K +7,492 New
SC
848
Shay Capital
New York
$247K +$226K +7,400 New
WPW
849
Waldron Private Wealth
Pennsylvania
$247K +$226K +7,400 New
NCM
850
Next Capital Management
New York
$246K +$225K +7,361 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.