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Williams Companies

1,103 hedge funds and large institutions have $34.6B invested in Williams Companies in 2022 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 448 increasing their positions, 314 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 88

43% more repeat investments, than reductions

Existing positions increased: 448 | Existing positions reduced: 314

39% more funds holding in top 10

Funds holding in top 10: 2332 (+9)

28% more capital invested

Capital invested by funds: $27B → $34.6B (+$7.62B)

7% more funds holding

Funds holding: 1,0281,103 (+75)

0.45% less ownership

Funds ownership: 85.73%85.28% (-0.45%)

14% less call options, than puts

Call options by funds: $232M | Put options by funds: $269M

Holders
1,103
Holders Change
+75
Holders Change %
+7.3%
% of All Funds
17.4%
Holding in Top 10
32
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+39.13%
% of All Funds
0.5%
New
174
Increased
448
Reduced
314
Closed
88
Calls
$232M
Puts
$269M
Net Calls
-$36.9M
Net Calls Change
-$61.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
1026
Mark Sheptoff Financial Planning
Connecticut
$18K +$16K +525 New
CCMW
1027
Cypress Capital Management (Wyoming)
Wyoming
$17K
MHR
1028
Matthew Hamilton Rosenberg
$17K
PFA
1029
Professional Financial Advisors
Nebraska
$17K
PGAM
1030
Princeton Global Asset Management
New Jersey
$17K +$183 +6 +1%
TCM
1031
Tradewinds Capital Management
Washington
$16K
BC
1032
Bartlett & Co
Ohio
$15K +$13.7K +448 New
BCWM
1033
Bartlett & Co Wealth Management
Ohio
$15K +$13.7K +448 New
CWM
1034
Curi Wealth Management
North Carolina
$14K
FMP
1035
Financial Management Professionals
Texas
$14K +$520 +17 +4%
NIC
1036
Northwest Investment Counselors
Oregon
$14K +$5.29K +173 +74%
JWA
1037
JFS Wealth Advisors
Pennsylvania
$14K +$8.46K +277 +195%
MFT
1038
Moisand Fitzgerald Tamayo
Florida
$14K +$12.5K +408 New
DWA
1039
Delos Wealth Advisors
Texas
$13K
ICM
1040
Islay Capital Management
Texas
$13K
KTC
1041
Kistler-Tiffany Companies
Pennsylvania
$13K
GM
1042
GeoWealth Management
Illinois
$13K +$153 +5 +1%
MCM
1043
MV Capital Management
Maryland
$13K +$153 +5 +1%
SWA
1044
Sutton Wealth Advisors
Florida
$12.4K +$672 +22 +6%
PWMG
1045
Prestige Wealth Management Group
New Jersey
$12K -$278K -9,108 -96%
FAG
1046
Fortitude Advisory Group
Washington
$12K
IBOK
1047
Independence Bank of Kentucky
Kentucky
$12K
OSNBOA
1048
Old Second National Bank of Aurora
Illinois
$12K +$11.2K +368 New
CWP
1049
Concord Wealth Partners
Virginia
$11K
EI
1050
Ellevest Inc
New York
$10K -$3.94K -129 -31%

WMB Hedge Fund Activity: Q1 2022 in Review

1,103 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q1 2022, worth a combined $34.6B — up 28% from $27B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new WMB positions and 88 closed out — a net gain of 86 holders — while 448 added to existing stakes and 314 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $243M. The largest seller was Tortoise Capital Advisors, cutting an estimated $397M.

  • 1,103 institutional investors held Williams Companies (WMB) as of Q1 2022, up from 1,028 in Q4 2021.
  • Funds reported $34.6B of Williams Companies stock for Q1 2022, up 28% quarter-over-quarter.
  • 174 funds opened new Williams Companies positions in Q1 2022 and 88 closed out, a net change of +86 holders.
  • The largest Williams Companies buyer in Q1 2022 was Royal Bank of Canada, an estimated $243M added.
  • The largest Williams Companies seller in Q1 2022 was Tortoise Capital Advisors, an estimated $397M sold.

Based on aggregated 13F filings for Q1 2022.