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Williams Companies

645 hedge funds and large institutions have $19.6B invested in Williams Companies in 2016 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 226 increasing their positions, 217 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $465M | Put options by funds: $266M

60% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 63

43% more capital invested

Capital invested by funds: $13.8B → $19.6B (+$5.89B)

26% more funds holding in top 10

Funds holding in top 10: 2734 (+7)

5% more funds holding

Funds holding: 615645 (+30)

1.42% more ownership

Funds ownership: 84.78%86.2% (+1.4%)

4% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 217

Holders
645
Holders Change
+30
Holders Change %
+4.88%
% of All Funds
17.21%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.91%
New
101
Increased
226
Reduced
217
Closed
63
Calls
$465M
Puts
$266M
Net Calls
+$199M
Net Calls Change
+$122M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.43B +$434M +16,338,119 +26%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.52B +$102M +3,851,094 +8%
State Street
3
State Street
Massachusetts
$1.13B +$24.4M +917,874 +3%
SCP
4
Soroban Capital Partners
New York
$645M
BIT
5
BlackRock Institutional Trust
California
$577M +$25.5M +960,142 +5%
TCA
6
Tortoise Capital Advisors
Kansas
$573M +$109M +4,121,274 +28%
CM
7
Corvex Management
New York
$572M -$612M -23,054,006 -55%
Goldman Sachs
8
Goldman Sachs
New York
$538M +$192M +7,240,112 +71%
BFA
9
BlackRock Fund Advisors
California
$395M +$9.77M +368,006 +3%
CCM
10
Chickasaw Capital Management
Tennessee
$366M +$137M +5,159,092 +76%
SCA
11
Salient Capital Advisors
Texas
$306M -$28.2M -1,063,837 -10%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$291M +$40.6M +1,529,748 +19%
Morgan Stanley
13
Morgan Stanley
New York
$285M -$77M -2,902,420 -24%
LPC
14
Lone Pine Capital
Connecticut
$284M +$245M +9,247,247 New
SCM
15
Steadfast Capital Management
New York
$278M -$77.4M -2,915,588 -24%
HCM
16
Highfields Capital Management
Massachusetts
$264M -$301M -11,342,329 -57%
GCM
17
Glenview Capital Management
New York
$259M +$34.7M +1,305,876 +18%
Northern Trust
18
Northern Trust
Illinois
$234M +$4.12M +155,206 +2%
Franklin Resources
19
Franklin Resources
California
$231M +$243K +9,150 +0.1%
Millennium Management
20
Millennium Management
New York
$219M -$9.94M -374,713 -5%
O
21
OppenheimerFunds
New York
$215M -$708K -26,676 -0.4%
BG
22
BlackRock Group
United Kingdom
$212M -$50.8M -1,915,242 -22%
HFA
23
Harvest Fund Advisors
Pennsylvania
$200M +$98.1M +3,696,248 +132%
SIG
24
Senator Investment Group
New York
$186M +$34.5M +1,300,000 +27%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$179M +$6.19M +233,264 +4%

WMB Hedge Fund Activity: Q3 2016 in Review

645 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q3 2016, worth a combined $19.6B — up 43% from $13.8B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new WMB positions and 63 closed out — a net gain of 38 holders — while 226 added to existing stakes and 217 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $434M. The largest seller was Corvex Management, cutting an estimated $612M.

  • 645 institutional investors held Williams Companies (WMB) as of Q3 2016, up from 615 in Q2 2016.
  • Funds reported $19.6B of Williams Companies stock for Q3 2016, up 43% quarter-over-quarter.
  • 101 funds opened new Williams Companies positions in Q3 2016 and 63 closed out, a net change of +38 holders.
  • The largest Williams Companies buyer in Q3 2016 was Fidelity Investments, an estimated $434M added.
  • The largest Williams Companies seller in Q3 2016 was Corvex Management, an estimated $612M sold.

Based on aggregated 13F filings for Q3 2016.