Williams Companies
1,028 hedge funds and large institutions have $27B invested in Williams Companies in 2021 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 398 increasing their positions, 317 reducing their positions, and 86 closing their positions.
91% more first-time investments, than exits
New positions opened: 164 | Existing positions closed: 86
26% more repeat investments, than reductions
Existing positions increased: 398 | Existing positions reduced: 317
15% more call options, than puts
Call options by funds: $191M | Put options by funds: $166M
7% more funds holding
Funds holding: 963 → 1,028 (+65)
1.13% more ownership
Funds ownership: 84.6% → 85.73% (+1.1%)
2% more capital invested
Capital invested by funds: $26.6B → $27B (+$401M)
12% less funds holding in top 10
Funds holding in top 10: 26 → 23 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCA
Tortoise Capital Advisors
Overland Park,
Kansas
|
+$357M |
| 2 |
BlackRock
New York
|
+$222M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$202M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$156M |
| 5 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$130M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Blackstone Inc
New York
|
-$245M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$129M |
| 3 |
JP Morgan Chase
New York
|
-$126M |
| 4 |
Dodge & Cox
San Francisco,
California
|
-$77.5M |
| 5 |
Bank of New York Mellon
New York
|
-$72M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1101
EARNEST Partners
Atlanta,
Georgia
| – | -$16K | -635 | Closed |
|
|
MA
1102
MCF Advisors
Covington,
Kentucky
| – | -$13K | -520 | Closed |
|
|
OSNBOA
1103
Old Second National Bank of Aurora
Aurora,
Illinois
| – | -$10K | -368 | Closed |
|
|
EWA
1104
Evolution Wealth Advisors
Aventura,
Florida
| – | -$9K | -366 | Closed |
|
|
RTL
1105
Red Tortoise LLC
Atlanta,
Georgia
| – | -$8K | -271 | Closed |
|
|
AA
1106
Ancora Advisors
Cleveland,
Ohio
| – | -$6K | -250 | Closed |
|
|
RA
1107
Resolute Advisors
San Francisco,
California
| – | -$6K | -247 | Closed |
|
|
BC
1108
Bartlett & Co
Cincinnati,
Ohio
| – | -$6K | -232 | Closed |
|
|
BCWM
1109
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$6.02K | -232 | Closed |
|
|
BMD
1110
Better Money Decisions
Santa Fe,
New Mexico
| – | -$6K | -221 | Closed |
|
|
M
1111
MOTCO
San Antonio,
Texas
| – | -$4K | -162 | Closed |
|
|
APWA
1112
Atlas Private Wealth Advisors
Matawan,
New Jersey
| – | -$4K | -151 | Closed |
|
|
SCA
1113
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$3K | -104 | Closed |
|
WMB Hedge Fund Activity: Q4 2021 in Review
1,028 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q4 2021, worth a combined $27B — up 1.5% from $26.6B a quarter earlier.
Buyers outnumbered sellers: 164 funds opened new WMB positions and 86 closed out — a net gain of 78 holders — while 398 added to existing stakes and 317 trimmed.
The largest buyer was Tortoise Capital Advisors, adding an estimated $357M. The largest seller was Blackstone Inc, cutting an estimated $245M.
- 1,028 institutional investors held Williams Companies (WMB) as of Q4 2021, up from 963 in Q3 2021.
- Funds reported $27B of Williams Companies stock for Q4 2021, up 1.5% quarter-over-quarter.
- 164 funds opened new Williams Companies positions in Q4 2021 and 86 closed out, a net change of +78 holders.
- The largest Williams Companies buyer in Q4 2021 was Tortoise Capital Advisors, an estimated $357M added.
- The largest Williams Companies seller in Q4 2021 was Blackstone Inc, an estimated $245M sold.
Based on aggregated 13F filings for Q4 2021.