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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
CSWM
1176
Cassady Schiller Wealth Management
Ohio
– -$14K -533 Closed
FCFS
1177
First Command Financial Services
Texas
– -$13K -500 Closed
TC
1178
Truvestments Capital
Florida
– -$11K -407 Closed
FPWM
1179
FSB Premier Wealth Management
Iowa
– -$6K -233 Closed
BFC
1180
Bedel Financial Consulting
Indiana
– -$6K -213 Closed
MAM
1181
Mystic Asset Management
Rhode Island
– -$4K -175 Closed
ZIG
1182
Zullo Investment Group
Pennsylvania
– -$4K -170 Closed
LWA
1183
Lenox Wealth Advisors
New York
– -$4.19K -137 -91%
SSB
1184
Sandy Spring Bank
Maryland
– -$3K -126 Closed
ACM
1185
Absolute Capital Management
Pennsylvania
– -$3.2K -123 Closed
MP
1186
McDonald Partners
Ohio
– -$3.2K -123 Closed
BAM
1187
Barrett Asset Management
New York
– -$3K -107 Closed
RBC
1188
Roble Belko & Company
Pennsylvania
– -$2K -74 Closed
CT
1189
Cambridge Trust
Massachusetts
– -$1K -23 Closed
DFCM
1190
Dark Forest Capital Management
Puerto Rico
– -$1K -20 Closed
44 45 46 47
48

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.