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Williams Companies

791 hedge funds and large institutions have $24.1B invested in Williams Companies in 2018 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 275 increasing their positions, 299 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $178M | Put options by funds: $136M

10% more funds holding in top 10

Funds holding in top 10: 4246 (+4)

1.68% more ownership

Funds ownership: 88.78%90.45% (+1.7%)

8% less repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 299

5% less funds holding

Funds holding: 837791 (-46)

17% less capital invested

Capital invested by funds: $29.2B → $24.1B (-$5.07B)

26% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 130

Holders
791
Holders Change
-46
Holders Change %
-5.5%
% of All Funds
17.62%
Holding in Top 10
46
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.52%
% of All Funds
1.02%
New
96
Increased
275
Reduced
299
Closed
130
Calls
$178M
Puts
$136M
Net Calls
+$42.1M
Net Calls Change
-$121M
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
901
Signet Financial Management
New Jersey
-$16K -576 Closed
ML
902
McAdam LLC
Pennsylvania
-$16K -570 Closed
GRP
903
Global Retirement Partners
California
-$15K -564 Closed
MA
904
MCF Advisors
Kentucky
-$15K -564 Closed
ZB
905
Zions Bancorporation
Utah
-$11K -417 Closed
LNB
906
Ledyard National Bank
-$10K -385 Closed
PRS
907
Pinkerton Retirement Specialists
Idaho
-$8K -301 Closed
WCAMG
908
Woodard & Company Asset Management Group
North Carolina
-$8K -293 Closed
CJA
909
C-J Advisory
California
-$6K -236 Closed
TC
910
Trilogy Capital
California
-$6K -223 Closed
KJWM
911
Kiley Juergens Wealth Management
Washington
-$4K -169 Closed
RMAM
912
Raab & Moskowitz Asset Management
New Jersey
-$4K -153 Closed
HR
913
Howe & Rusling
New York
-$3K -113 Closed
KF
914
Krilogy Financial
Missouri
-$2K -68 Closed
CAG
915
Csenge Advisory Group
Florida
-$1K -57 Closed
CFD
916
Creative Financial Designs
Indiana
-$1.02K -41 Closed
SCM
917
Southport Capital Management
Tennessee
-$1K -25 Closed
WWM
918
Willingdon Wealth Management
North Carolina
-$1K -23 Closed
Simplex Trading
919
Simplex Trading
Illinois
+$1.22M +48,861 +112%

WMB Hedge Fund Activity: Q4 2018 in Review

791 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q4 2018, worth a combined $24.1B — down 17% from $29.2B a quarter earlier.

Sellers outnumbered buyers: 130 funds closed out of WMB and 96 opened new positions — a net loss of 34 holders — while 299 trimmed existing stakes and 275 added.

The largest buyer was Deutsche Bank, adding an estimated $310M. The largest seller was Goldman Sachs, cutting an estimated $178M.

  • 791 institutional investors held Williams Companies (WMB) as of Q4 2018, down from 837 in Q3 2018.
  • Funds reported $24.1B of Williams Companies stock for Q4 2018, down 17% quarter-over-quarter.
  • 96 funds opened new Williams Companies positions in Q4 2018 and 130 closed out, a net change of -34 holders.
  • The largest Williams Companies buyer in Q4 2018 was Deutsche Bank, an estimated $310M added.
  • The largest Williams Companies seller in Q4 2018 was Goldman Sachs, an estimated $178M sold.

Based on aggregated 13F filings for Q4 2018.