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Williams Companies

697 hedge funds and large institutions have $19.9B invested in Williams Companies in 2016 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 233 increasing their positions, 247 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 50

65% more call options, than puts

Call options by funds: $440M | Put options by funds: $267M

8% more funds holding

Funds holding: 645697 (+52)

1% more capital invested

Capital invested by funds: $19.6B → $19.9B (+$253M)

6% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 247

1.08% less ownership

Funds ownership: 86.2%85.11% (-1.1%)

15% less funds holding in top 10

Funds holding in top 10: 3429 (-5)

Holders
697
Holders Change
+52
Holders Change %
+8.06%
% of All Funds
17.43%
Holding in Top 10
29
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-14.71%
% of All Funds
0.72%
New
116
Increased
233
Reduced
247
Closed
50
Calls
$440M
Puts
$267M
Net Calls
+$173M
Net Calls Change
-$26.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.49B +$29.3M +973,256 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.57B +$31.6M +1,047,295 +2%
State Street
3
State Street
Massachusetts
$1.21B +$59.1M +1,960,620 +5%
Goldman Sachs
4
Goldman Sachs
New York
$676M +$127M +4,210,377 +24%
BIT
5
BlackRock Institutional Trust
California
$607M +$20.7M +686,819 +4%
TCA
6
Tortoise Capital Advisors
Kansas
$544M -$35.1M -1,166,407 -6%
LPC
7
Lone Pine Capital
Connecticut
$508M +$213M +7,080,689 +77%
CM
8
Corvex Management
New York
$440M -$136M -4,505,011 -24%
BFA
9
BlackRock Fund Advisors
California
$434M +$32.9M +1,091,141 +8%
CCM
10
Chickasaw Capital Management
Tennessee
$380M +$9.38M +311,187 +3%
SCA
11
Salient Capital Advisors
Texas
$308M -$2.26M -74,985 -0.8%
HFA
12
Harvest Fund Advisors
Pennsylvania
$278M +$73.4M +2,436,255 +38%
GCM
13
Glenview Capital Management
New York
$263M +$42.2K +1,400 +0%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$253M -$40.6M -1,347,094 -14%
O
15
OppenheimerFunds
New York
$250M +$31.2M +1,035,957 +15%
Northern Trust
16
Northern Trust
Illinois
$242M +$4.32M +143,461 +2%
TCIM
17
TIAA CREF Investment Management
New York
$230M +$49.2M +1,632,224 +28%
Franklin Resources
18
Franklin Resources
California
$227M -$7.14M -236,965 -3%
Point72 Asset Management
19
Point72 Asset Management
Connecticut
$222M +$145M +4,823,422 +210%
SCM
20
Steadfast Capital Management
New York
$219M -$61M -2,025,768 -22%
Morgan Stanley
21
Morgan Stanley
New York
$216M -$69.8M -2,316,939 -25%
BG
22
BlackRock Group
United Kingdom
$215M +$332K +11,032 +0.2%
Millennium Management
23
Millennium Management
New York
$204M -$17.5M -579,213 -8%
Deutsche Bank
24
Deutsche Bank
Germany
$202M +$110M +3,636,644 +127%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$191M +$9.5M +315,179 +5%

WMB Hedge Fund Activity: Q4 2016 in Review

697 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q4 2016, worth a combined $19.9B — up 1.3% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new WMB positions and 50 closed out — a net gain of 66 holders — while 233 added to existing stakes and 247 trimmed.

The largest buyer was Lone Pine Capital, adding an estimated $213M. The largest seller was Soroban Capital Partners, exiting entirely with an estimated $645M sold.

  • 697 institutional investors held Williams Companies (WMB) as of Q4 2016, up from 645 in Q3 2016.
  • Funds reported $19.9B of Williams Companies stock for Q4 2016, up 1.3% quarter-over-quarter.
  • 116 funds opened new Williams Companies positions in Q4 2016 and 50 closed out, a net change of +66 holders.
  • The largest Williams Companies buyer in Q4 2016 was Lone Pine Capital, an estimated $213M added.
  • The largest Williams Companies seller in Q4 2016 was Soroban Capital Partners, an estimated $645M sold.

Based on aggregated 13F filings for Q4 2016.