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Williams Companies
WMB

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: 23 → 32 (+9)

28% more capital invested

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

7% more funds holding

Funds holding: 1,028 → 1,103 (+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

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$243M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$221M
3
Bank of America
Bank of America
North Carolina
+$183M
4
BlackRock
BlackRock
New York
+$165M
5
State Street
State Street
Massachusetts
+$131M

Top Sellers

1
TCA
Tortoise Capital Advisors
Kansas
-$397M
2
Franklin Resources
Franklin Resources
California
-$261M
3
SAM
Southeastern Asset Management
Tennessee
-$155M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$145M
5
CIA
ClearBridge Investments (Australia)
Australia
-$73.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
PO
1076
Private Ocean
California
$5K – – –
TWM
1077
Tradition Wealth Management
Minnesota
$5K +$61 +2 +1%
CWC
1078
Carolinas Wealth Consulting
North Carolina
$5K +$458 +15 +11%
SC
1079
Schubert & Co
Texas
$5K +$1.1K +36 +33%
AAP
1080
Arax Advisory Partners
Colorado
$5K +$3.15K +103 +234%
IAS
1081
IMA Advisory Services
Colorado
$4K +$31 +1 +1%
BA
1082
Bellwether Advisors
Nebraska
$3K -$1.63M -53,228 -100%
COCM
1083
Charter Oak Capital Management
New Hampshire
$3K – – –
JMF
1084
Johnson Midwest Financial
Iowa
$3K – – –
KFI
1085
Key Financial Inc
Pennsylvania
$3K – – –
LPWM
1086
Lake Point Wealth Management
Texas
$3K – – –
ODG
1087
O'Dell Group
Ohio
$3K – – –
SC
1088
Sierra Capital
Florida
$3K – – –
GKIM
1089
GW&K Investment Management
Massachusetts
$3K +$2.35K +77 New
GI
1090
Gradient Investments
Minnesota
$2K -$7.82K -256 -79%
BWA
1091
BDO Wealth Advisors
Florida
$2K -$2.14K -70 -49%
FCG
1092
Financial Connections Group
California
$2K – – –
JIR
1093
James Investment Research
Ohio
$2K – – –
TFM
1094
TFC Financial Management
Massachusetts
$2K – – –
GWMIA
1095
Global Wealth Management Investment Advisory
Florida
$2K +$1.38K +45 New
BAM
1096
Bellevue Asset Management
Washington
$2K +$1.53K +50 New
DHGWA
1097
Dixon Hughes Goodman Wealth Advisors
North Carolina
$2K +$1.62K +53 New
AIC
1098
Archer Investment Corporation
Indiana
$1.38K – – –
BWM
1099
BerganKDV Wealth Management
Minnesota
$1K – – –
CAL
1100
Capital Advisors Ltd
Ohio
$1K – – –
42 43
44
45 46

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.