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Williams Companies

792 hedge funds and large institutions have $14.8B invested in Williams Companies in 2020 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 312 increasing their positions, 293 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $105M | Put options by funds: $69.7M

6% more funds holding in top 10

Funds holding in top 10: 3133 (+2)

6% more repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 293

1.19% less ownership

Funds ownership: 87.22%86.04% (-1.2%)

6% less funds holding

Funds holding: 842792 (-50)

32% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 125

41% less capital invested

Capital invested by funds: $25.1B → $14.8B (-$10.3B)

Holders
792
Holders Change
-50
Holders Change %
-5.94%
% of All Funds
17.45%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.73%
New
85
Increased
312
Reduced
293
Closed
125
Calls
$105M
Puts
$69.7M
Net Calls
+$35.2M
Net Calls Change
-$69.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$30.7M -$2.04M -105,386 -5%
PGH
77
Partners Group Holding
Switzerland
$30.7M +$11.9M +613,655 +40%
Allianz Asset Management
78
Allianz Asset Management
Germany
$30.2M -$22.3M -1,154,067 -35%
Balyasny Asset Management
79
Balyasny Asset Management
Illinois
$29.5M +$38.5M +1,985,799 +2,042%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$29.1M +$2.84M +146,496 +8%
AllianceBernstein
81
AllianceBernstein
Tennessee
$28.7M +$693K +35,787 +2%
RhumbLine Advisers
82
RhumbLine Advisers
Massachusetts
$28.4M +$2.25M +116,352 +6%
EGA
83
Eagle Global Advisors
Texas
$27.7M -$29.2M -1,509,067 -44%
Aberdeen Group
84
Aberdeen Group
United Kingdom
$26.4M +$22.6M +1,168,637 +168%
Stifel Financial
85
Stifel Financial
Missouri
$26.1M -$35M -1,808,603 -49%
Principal Financial Group
86
Principal Financial Group
Iowa
$24.9M +$308K +15,914 +0.9%
National Pension Service
87
National Pension Service
South Korea
$24.8M +$276K +14,238 +0.8%
RRAM
88
River Road Asset Management
Kentucky
$23.5M -$2.02M -104,265 -6%
AA
89
ALPS Advisors
Colorado
$23.2M -$2.96M -152,894 -9%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$22.5M +$1.04M +53,570 +3%
GAM
91
Goldentree Asset Management
New York
$22.2M +$30.3M +1,567,213 New
New York State Teachers Retirement System (NYSTRS)
92
New York State Teachers Retirement System (NYSTRS)
New York
$21.9M
PI
93
Putnam Investments
Massachusetts
$21.8M +$29.6M +1,530,455 +14,841%
ISL
94
Ingalls & Snyder LLC
New York
$21.3M -$1.01M -51,958 -3%
CAI
95
Capital Advisors Inc
Oklahoma
$20.9M +$10.9M +560,761 +61%
RCM
96
Redwood Capital Management
New York
$20.9M +$28.6M +1,475,000 New
Point72 Asset Management
97
Point72 Asset Management
Connecticut
$20.4M +$28M +1,445,000 New
TAM
98
Trust Asset Management
Texas
$20M +$228K +11,774 +0.8%
Adage Capital Partners
99
Adage Capital Partners
Massachusetts
$19.7M +$27M +1,395,499 New
Barclays
100
Barclays
United Kingdom
$19.2M -$21.2M -1,095,126 -45%

WMB Hedge Fund Activity: Q1 2020 in Review

792 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q1 2020, worth a combined $14.8B — down 41% from $25.1B a quarter earlier.

Sellers outnumbered buyers: 125 funds closed out of WMB and 85 opened new positions — a net loss of 40 holders — while 293 trimmed existing stakes and 312 added.

The largest buyer was Capital Research Global Investors, adding an estimated $285M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $258M sold.

  • 792 institutional investors held Williams Companies (WMB) as of Q1 2020, down from 842 in Q4 2019.
  • Funds reported $14.8B of Williams Companies stock for Q1 2020, down 41% quarter-over-quarter.
  • 85 funds opened new Williams Companies positions in Q1 2020 and 125 closed out, a net change of -40 holders.
  • The largest Williams Companies buyer in Q1 2020 was Capital Research Global Investors, an estimated $285M added.
  • The largest Williams Companies seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $258M sold.

Based on aggregated 13F filings for Q1 2020.