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Williams Companies

807 hedge funds and large institutions have $20.5B invested in Williams Companies in 2020 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 288 increasing their positions, 288 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $128M | Put options by funds: $91.2M

32% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 82

21% more funds holding in top 10

Funds holding in top 10: 2935 (+6)

3% more funds holding

Funds holding: 785807 (+22)

4% more capital invested

Capital invested by funds: $19.7B → $20.5B (+$797M)

0.92% more ownership

Funds ownership: 85.23%86.15% (+0.92%)

0% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 288

Holders
807
Holders Change
+22
Holders Change %
+2.8%
% of All Funds
16.28%
Holding in Top 10
35
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20.69%
% of All Funds
0.71%
New
108
Increased
288
Reduced
288
Closed
82
Calls
$128M
Puts
$91.2M
Net Calls
+$36.6M
Net Calls Change
-$42.3M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$33.6M -$3.67M -180,400 -10%
Principal Financial Group
77
Principal Financial Group
Iowa
$33.6M -$2.04M -100,198 -6%
National Pension Service
78
National Pension Service
South Korea
$33.5M
EIP
79
Easterly Investment Partners
Massachusetts
$33.4M +$646K +31,739 +2%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$31.9M +$51.1K +2,510 +0.2%
JMPWA
81
JP Morgan Private Wealth Advisors
California
$31.6M +$14.8M +728,575 +83%
LIA
82
LSP Investment Advisors
New York
$31.3M +$20.7M +1,014,420 +176%
American Century Companies
83
American Century Companies
Missouri
$31.2M +$22.5M +1,106,622 +229%
Macquarie Group
84
Macquarie Group
Australia
$31.1M -$8.62M -423,260 -21%
New York State Teachers Retirement System (NYSTRS)
85
New York State Teachers Retirement System (NYSTRS)
New York
$30M -$1.07M -52,477 -3%
EGA
86
Eagle Global Advisors
Texas
$29.3M -$2.77M -135,917 -8%
CIA
87
ClearBridge Investments (Australia)
Australia
$29.1M +$1.03M +50,706 +4%
CAI
88
Capital Advisors Inc
Oklahoma
$28.6M +$500K +24,557 +2%
TAM
89
Trust Asset Management
Texas
$28.2M +$175K +8,618 +0.6%
RRAM
90
River Road Asset Management
Kentucky
$27.2M -$1.86M -91,262 -6%
Barclays
91
Barclays
United Kingdom
$26.4M +$3.74M +183,721 +16%
VOYA Investment Management
92
VOYA Investment Management
Georgia
$25.3M -$810K -39,796 -3%
Janus Henderson Group
93
Janus Henderson Group
United Kingdom
$24.9M -$1.94M -95,515 -7%
AA
94
ALPS Advisors
Colorado
$23.7M -$3.16M -155,210 -11%
CIBC World Market
95
CIBC World Market
Ontario, Canada
$21.3M -$24.9M -1,221,090 -53%
VIA
96
Vident Investment Advisory
Georgia
$21.2M -$1.54M -75,563 -7%
Axa
97
Axa
France
$21.1M +$15.9M +781,300 +267%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$21.1M -$666K -32,727 -3%
PI
99
Putnam Investments
Massachusetts
$21M +$435K +21,380 +2%
Adage Capital Partners
100
Adage Capital Partners
Massachusetts
$20.7M +$11.8M +581,000 +123%

WMB Hedge Fund Activity: Q3 2020 in Review

807 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q3 2020, worth a combined $20.5B — up 4.1% from $19.7B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new WMB positions and 82 closed out — a net gain of 26 holders — while 288 added to existing stakes and 288 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $261M. The largest seller was Invesco, cutting an estimated $153M.

  • 807 institutional investors held Williams Companies (WMB) as of Q3 2020, up from 785 in Q2 2020.
  • Funds reported $20.5B of Williams Companies stock for Q3 2020, up 4.1% quarter-over-quarter.
  • 108 funds opened new Williams Companies positions in Q3 2020 and 82 closed out, a net change of +26 holders.
  • The largest Williams Companies buyer in Q3 2020 was Dodge & Cox, an estimated $261M added.
  • The largest Williams Companies seller in Q3 2020 was Invesco, an estimated $153M sold.

Based on aggregated 13F filings for Q3 2020.