Williams Companies
842 hedge funds and large institutions have $25.1B invested in Williams Companies in 2019 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 320 increasing their positions, 302 reducing their positions, and 71 closing their positions.
58% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 71
52% more call options, than puts
Call options by funds: $307M | Put options by funds: $202M
15% more funds holding in top 10
Funds holding in top 10: 27 → 31 (+4)
3% more funds holding
Funds holding: 815 → 842 (+27)
6% more repeat investments, than reductions
Existing positions increased: 320 | Existing positions reduced: 302
0.51% less ownership
Funds ownership: 87.74% → 87.22% (-0.51%)
2% less capital invested
Capital invested by funds: $25.6B → $25.1B (-$511M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$223M |
| 2 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
+$188M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$129M |
| 4 |
State Street
Boston,
Massachusetts
|
+$110M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$86.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$493M |
| 2 |
HFA
Harvest Fund Advisors
Wayne,
Pennsylvania
|
-$329M |
| 3 |
Cohen & Steers
New York
|
-$88.8M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$81.2M |
| 5 |
Goldman Sachs
New York
|
-$80.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
901
Advisory Alpha
Holland,
Michigan
| – | -$16.1K | -709 | Closed |
|
|
PFO
902
Pathstone Family Office
Englewood,
New Jersey
| – | -$15K | -604 | Closed |
|
903
AssetMark Inc
Concord,
California
| – | -$7.92K | -346 | -95% |
|
|
EWA
904
Evolution Wealth Advisors
Aventura,
Florida
| – | -$6K | -252 | Closed |
|
|
NIC
905
Northwest Investment Counselors
Lake Oswego,
Oregon
| – | -$5K | -200 | Closed |
|
|
JAM
906
JCIC Asset Management
Toronto,
Ontario, Canada
| – | -$4K | -169 | Closed |
|
|
WWM
907
Willingdon Wealth Management
Huntersville,
North Carolina
| – | -$4K | -167 | Closed |
|
|
PB
908
Pinnacle Bancorp
Beatrice,
Nebraska
| – | -$2K | -90 | Closed |
|
|
SNT
909
Security National Trust
Wheeling,
West Virginia
| – | -$2K | -75 | Closed |
|
|
NCM
910
Nelson Capital Management
Menlo Park,
California
| – | -$2K | -73 | Closed |
|
|
LFG
911
LifePlan Financial Group
Dayton,
Ohio
| – | -$1K | -58 | Closed |
|
WMB Hedge Fund Activity: Q4 2019 in Review
842 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q4 2019, worth a combined $25.1B — down 2% from $25.6B a quarter earlier.
Buyers outnumbered sellers: 112 funds opened new WMB positions and 71 closed out — a net gain of 41 holders — while 320 added to existing stakes and 302 trimmed.
The largest buyer was Franklin Resources, adding an estimated $223M. The largest seller was Capital International Investors, exiting entirely with an estimated $493M sold.
- 842 institutional investors held Williams Companies (WMB) as of Q4 2019, up from 815 in Q3 2019.
- Funds reported $25.1B of Williams Companies stock for Q4 2019, down 2% quarter-over-quarter.
- 112 funds opened new Williams Companies positions in Q4 2019 and 71 closed out, a net change of +41 holders.
- The largest Williams Companies buyer in Q4 2019 was Franklin Resources, an estimated $223M added.
- The largest Williams Companies seller in Q4 2019 was Capital International Investors, an estimated $493M sold.
Based on aggregated 13F filings for Q4 2019.