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Williams Companies

640 hedge funds and large institutions have $30.1B invested in Williams Companies in 2013 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 248 increasing their positions, 234 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

626% more call options, than puts

Call options by funds: $1.99B | Put options by funds: $274M

66% more capital invested

Capital invested by funds: $18.1B → $30.1B (+$11.9B)

18% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 57

6% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 234

1% more funds holding

Funds holding: 635640 (+5)

0.54% more ownership

Funds ownership: 81.68%82.21% (+0.54%)

8% less funds holding in top 10

Funds holding in top 10: 3633 (-3)

Holders
640
Holders Change
+5
Holders Change %
+0.79%
% of All Funds
20.75%
Holding in Top 10
33
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.33%
% of All Funds
1.07%
New
67
Increased
248
Reduced
234
Closed
57
Calls
$1.99B
Puts
$274M
Net Calls
+$1.71B
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1
Laffer Tengler Investments
Tennessee
$9.62B -$7.31M -208,727 Closed
JP Morgan Chase
2
JP Morgan Chase
New York
$1.25B -$20.2M -577,801 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.24B +$46.8M +1,336,866 +4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.13B -$47.5M -1,354,869 -4%
State Street
5
State Street
Massachusetts
$1.09B +$369K +10,516 +0%
Morgan Stanley
6
Morgan Stanley
New York
$684M +$28.7M +819,580 +5%
BIT
7
BlackRock Institutional Trust
California
$638M -$7.57M -216,042 -1%
SCP
8
Soroban Capital Partners
New York
$609M +$42.6M +1,214,284 +8%
CM
9
Corvex Management
New York
$495M +$50.8M +1,450,000 +12%
Invesco
10
Invesco
Georgia
$442M +$24.5M +700,365 +5%
Goldman Sachs
11
Goldman Sachs
New York
$419M +$108M +3,086,960 +37%
Northern Trust
12
Northern Trust
Illinois
$385M -$11.3M -322,077 -3%
KACA
13
Kayne Anderson Capital Advisors
California
$354M +$10.3M +295,200 +3%
Franklin Resources
14
Franklin Resources
California
$335M +$160M +4,552,876 +98%
Neuberger Berman Group
15
Neuberger Berman Group
New York
$294M +$82M +2,338,996 +41%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$290M +$4.08M +116,539 +1%
BFA
17
BlackRock Fund Advisors
California
$280M +$6.69M +190,847 +3%
FTCM
18
Fir Tree Capital Management
New York
$273M -$127M -3,614,608 -32%
Principal Financial Group
19
Principal Financial Group
Iowa
$254M +$14.4M +411,999 +6%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$242M -$255M -7,284,453 -52%
Jennison Associates
21
Jennison Associates
New York
$236M +$92M +2,625,871 +68%
TCIM
22
TIAA CREF Investment Management
New York
$230M +$60.1M +1,715,994 +37%
TCA
23
Tortoise Capital Advisors
Kansas
$230M -$51.2M -1,462,079 -19%
Deutsche Bank
24
Deutsche Bank
Germany
$218M +$84.2M +2,403,308 +67%
MGC
25
Merchants' Gate Capital
New York
$193M +$44.7M +1,275,000 +32%

WMB Hedge Fund Activity: Q3 2013 in Review

640 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q3 2013, worth a combined $30.1B — up 66% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new WMB positions and 57 closed out — a net gain of 10 holders — while 248 added to existing stakes and 234 trimmed.

The largest buyer was Franklin Resources, adding an estimated $160M. The largest seller was T. Rowe Price Associates, cutting an estimated $255M.

  • 640 institutional investors held Williams Companies (WMB) as of Q3 2013, up from 635 in Q2 2013.
  • Funds reported $30.1B of Williams Companies stock for Q3 2013, up 66% quarter-over-quarter.
  • 67 funds opened new Williams Companies positions in Q3 2013 and 57 closed out, a net change of +10 holders.
  • The largest Williams Companies buyer in Q3 2013 was Franklin Resources, an estimated $160M added.
  • The largest Williams Companies seller in Q3 2013 was T. Rowe Price Associates, an estimated $255M sold.

Based on aggregated 13F filings for Q3 2013.