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Williams Companies
WMB

963 hedge funds and large institutions have $26.6B invested in Williams Companies in 2021 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 393 increasing their positions, 298 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $180M | Put options by funds: $131M

34% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 70

32% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 298

1% more funds holding

Funds holding: 951 → 963 (+12)

0.66% more ownership

Funds ownership: 83.94% → 84.6% (+0.66%)

2% less capital invested

Capital invested by funds: $27.1B → $26.6B (-$427M)

19% less funds holding in top 10

Funds holding in top 10: 32 → 26 (-6)

Holders
963
Holders Change
+12
Holders Change %
+1.26%
% of All Funds
16.86%
Holding in Top 10
26
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-18.75%
% of All Funds
0.46%
New
94
Increased
393
Reduced
298
Closed
70
Calls
$180M
Puts
$131M
Net Calls
+$49.5M
Net Calls Change
+$8.38M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$117M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$114M
3
CB
Cooke & Bieler
Pennsylvania
+$95M
4
Invesco
Invesco
Georgia
+$88.5M
5
State Street
State Street
Massachusetts
+$65.5M

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$135M
2
Blackstone Inc
Blackstone Inc
New York
-$97.2M
3
Bank of America
Bank of America
North Carolina
-$81.5M
4
Millennium Management
Millennium Management
New York
-$58.2M
5
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$48.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
FP
926
Financial Perspectives
Minnesota
$5.19K – – –
Walleye Capital
927
Walleye Capital
New York
$5.14K +$1.05M +41,599 +27%
BFEC
928
Benjamin F. Edwards & Company
Missouri
$5K – – –
EAM
929
Eukles Asset Management
Ohio
$5K – – –
RG
930
Retirement Group
California
$5K – – –
SIC
931
Salem Investment Counselors
North Carolina
$5K – – –
SCA
932
Stuart Chaussee & Associates
California
$5K – – –
SWM
933
Sugarloaf Wealth Management
Georgia
$5K – – –
APWA
934
Atlas Private Wealth Advisors
New Jersey
$4K -$2.37K -94 -38%
AP
935
Atwood & Palmer
Missouri
$4K – – –
M
936
MOTCO
Texas
$4K – – –
PMFA
937
Plante Moran Financial Advisors
Michigan
$4K – – –
SBL
938
Sargent Bickham Lagudis
Colorado
$4K +$50 +2 +1%
BWM
939
Baystate Wealth Management
Massachusetts
$4K +$2.57K +102 +165%
PO
940
Private Ocean
California
$4K +$4.03K +160 New
BWM
941
BerganKDV Wealth Management
Minnesota
$3K -$23.3K -925 -90%
CWC
942
Carolinas Wealth Consulting
North Carolina
$3K – – –
COCM
943
Charter Oak Capital Management
New Hampshire
$3K – – –
JMF
944
Johnson Midwest Financial
Iowa
$3K – – –
LPWM
945
Lake Point Wealth Management
Texas
$3K – – –
SSB
946
Sandy Spring Bank
Maryland
$3K – – –
IAS
947
IMA Advisory Services
Colorado
$3K +$25 +1 +1%
TWM
948
Tradition Wealth Management
Minnesota
$3K +$25 +1 +0.8%
ODG
949
O'Dell Group
Ohio
$3K +$2.52K +100 New
SCA
950
Stonebridge Capital Advisors
Minnesota
$3K +$2.62K +104 New
36 37
38
39 40

WMB Hedge Fund Activity: Q3 2021 in Review

963 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q3 2021, worth a combined $26.6B — down 1.6% from $27.1B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new WMB positions and 70 closed out — a net gain of 24 holders — while 393 added to existing stakes and 298 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $117M. The largest seller was Cohen & Steers, cutting an estimated $135M.

  • 963 institutional investors held Williams Companies (WMB) as of Q3 2021, up from 951 in Q2 2021.
  • Funds reported $26.6B of Williams Companies stock for Q3 2021, down 1.6% quarter-over-quarter.
  • 94 funds opened new Williams Companies positions in Q3 2021 and 70 closed out, a net change of +24 holders.
  • The largest Williams Companies buyer in Q3 2021 was Citadel Advisors, an estimated $117M added.
  • The largest Williams Companies seller in Q3 2021 was Cohen & Steers, an estimated $135M sold.

Based on aggregated 13F filings for Q3 2021.