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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
BCM
851
Bluefin Capital Management
New York
$244K -$238K -7,800 -52%
MME
852
Meag Munich Ergo
Germany
$243K -$49.5K -1,621 -18%
PP
853
Patten & Patten
Tennessee
$242K +$222K +7,250 New
T
854
TCWP
Ohio
$241K +$220K +7,214 New
FM
855
Foster & Motley
Ohio
$240K -$21.4K -699 -9%
FFA
856
First Foundation Advisors
California
$240K +$219K +7,176 New
LSPW
857
Lake Street Private Wealth
Illinois
$239K +$219K +7,150 New
GSEP
858
Golden State Equity Partners
California
$237K +$217K +7,093 New
GIA
859
Gateway Investment Advisers
Ohio
$236K +$216K +7,078 New
WFI
860
West Family Investments
California
$235K +$215K +7,037 New
NF
861
NTB Financial
Colorado
$234K +$214K +6,996 New
CWM
862
Cornerstone Wealth Management
Missouri
$232K -$79.9K -2,616 -27%
EHWM
863
Eads & Heald Wealth Management
Georgia
$232K +$212K +6,950 New
BCM
864
Brookstone Capital Management
Illinois
$231K -$192K -6,285 -48%
AL
865
Arnhold LLC
New York
$231K +$211K +6,905 New
ZCA
866
Zeke Capital Advisors
Pennsylvania
$230K +$210K +6,888 New
PWP
867
Principle Wealth Partners
Connecticut
$230K +$211K +6,890 New
JCM
868
Jacobi Capital Management
Pennsylvania
$229K +$209K +6,854 New
RFA
869
Resurgent Financial Advisors
Georgia
$225K +$206K +6,725 New
RPCONE
870
Retirement Planning Company of New England
Rhode Island
$222K +$1.19K +39 +0.6%
FT
871
Fiduciary Trust
Massachusetts
$222K +$203K +6,632 New
LAS
872
Lloyd Advisory Services
Georgia
$221K +$31.4K +1,026 +18%
TAM
873
Tocqueville Asset Management
New York
$217K +$199K +6,506 New
JEST
874
JTC Employer Solutions Trustee
Jersey
$216K
LGA
875
Lebenthal Global Advisors
New York
$215K -$402K -13,155 -67%

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.