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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
LC
876
Lavaca Capital
Texas
-$140K -4,878 Closed
BAM
877
Belpointe Asset Management
Nevada
-$101K -3,530 Closed
LFA
878
Legacy Financial Advisors
Kentucky
-$65K -2,246 Closed
WCM
879
WealthBridge Capital Management
Ohio
-$47K -1,741 Closed
LPC
880
Loeb Partners Corp
New York
-$41K -1,400 Closed
Walleye Trading
881
Walleye Trading
New York
-$38.9K -1,399 Closed
RCM
882
Requisite Capital Management
Texas
-$37K -1,300 Closed
PGWM
883
Parisi Gray Wealth Management
New Jersey
-$28K -962 Closed
FA
884
Fortis Advisors
Pennsylvania
-$24K -847 Closed
DBT
885
Dubuque Bank & Trust
Iowa
-$23K -800 Closed
CHP
886
Cable Hill Partners
Oregon
-$21K -736 Closed
AA
887
Advisory Alpha
Michigan
-$18.2K -674 Closed
SAM
888
Strategy Asset Managers
California
-$18K -630 Closed
AIA
889
Alera Investment Advisors
Illinois
-$18K -623 Closed
MF
890
MHI Funds
New York
-$14K -495 Closed
PWM
891
PRW Wealth Management
Massachusetts
-$12K -432 Closed
ONST
892
Old North State Trust
North Carolina
-$6K -241 Closed
FNC
893
First National Corp
Massachusetts
-$7K -236 Closed
FL
894
Fort LP
Maryland
-$6K -218 Closed
JIP
895
JBJ Investment Partners
South Carolina
-$6K -194 Closed
MSA
896
Marino Stram & Associates
Massachusetts
-$5K -175 Closed
CB
897
Community Bank
New York
-$4K -130 Closed
BBNA
898
Bremer Bank National Association
Minnesota
-$3K -110 Closed
AIC
899
Ameritas Investment Company
Nebraska
-$3K -102 Closed
OFW
900
Omnia Family Wealth
Florida
-$2K -56 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.