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Williams Companies

701 hedge funds and large institutions have $20.9B invested in Williams Companies in 2017 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 334 increasing their positions, 179 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more repeat investments, than reductions

Existing positions increased: 334 | Existing positions reduced: 179

52% more call options, than puts

Call options by funds: $288M | Put options by funds: $189M

20% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 75

5% more capital invested

Capital invested by funds: $19.9B → $20.9B (+$958M)

1% more funds holding

Funds holding: 697701 (+4)

0.25% more ownership

Funds ownership: 85.11%85.37% (+0.25%)

10% less funds holding in top 10

Funds holding in top 10: 2926 (-3)

Holders
701
Holders Change
+4
Holders Change %
+0.57%
% of All Funds
17.45%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.65%
New
90
Increased
334
Reduced
179
Closed
75
Calls
$288M
Puts
$189M
Net Calls
+$99.2M
Net Calls Change
-$73.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.19B -$170M -5,873,625 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.82B +$316M +10,933,027 +22%
BlackRock
3
BlackRock
New York
$1.75B +$1.65B +57,082,116 +2,942%
State Street
4
State Street
Massachusetts
$1.25B +$103M +3,565,627 +9%
Goldman Sachs
5
Goldman Sachs
New York
$819M +$172M +5,944,194 +27%
Franklin Resources
6
Franklin Resources
California
$650M +$425M +14,691,659 +202%
TCA
7
Tortoise Capital Advisors
Kansas
$455M -$60.6M -2,095,446 -12%
HFA
8
Harvest Fund Advisors
Pennsylvania
$325M +$59.6M +2,061,195 +23%
JP Morgan Chase
9
JP Morgan Chase
New York
$300M +$217M +7,517,774 +288%
SCA
10
Salient Capital Advisors
Texas
$292M -$243K -8,398 -0.1%
CCM
11
Chickasaw Capital Management
Tennessee
$274M -$85.3M -2,951,269 -24%
Northern Trust
12
Northern Trust
Illinois
$263M +$32.3M +1,116,547 +14%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$262M +$78.6M +2,718,947 +44%
Morgan Stanley
14
Morgan Stanley
New York
$261M +$54.1M +1,871,328 +27%
ClearBridge Investments
15
ClearBridge Investments
New York
$229M +$224M +7,734,674 +38,673%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$227M -$12.9M -447,000 -6%
SCM
17
Steadfast Capital Management
New York
$216M +$7.38M +255,296 +4%
GCM
18
Glenview Capital Management
New York
$214M -$34.7M -1,198,596 -14%
TCIM
19
TIAA CREF Investment Management
New York
$213M -$5.35M -184,997 -3%
JHIU
20
Janus Henderson Investors US
Colorado
$207M +$157M +5,418,945 +341%
O
21
OppenheimerFunds
New York
$193M -$43.3M -1,496,445 -19%
Norges Bank
22
Norges Bank
Norway
$191M +$25.8M +892,126 +16%
ZP
23
Zimmer Partners
New York
$176M +$135M +4,681,200 +374%
CI Investments Inc
24
CI Investments Inc
Ontario, Canada
$174M +$86.8M +3,002,400 +105%
Jennison Associates
25
Jennison Associates
New York
$156M +$54.4M +1,882,785 +56%

WMB Hedge Fund Activity: Q1 2017 in Review

701 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q1 2017, worth a combined $20.9B — up 4.8% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new WMB positions and 75 closed out — a net gain of 15 holders — while 334 added to existing stakes and 179 trimmed.

The largest buyer was BlackRock, adding an estimated $1.65B. The largest seller was Lone Pine Capital, exiting entirely with an estimated $508M sold.

  • 701 institutional investors held Williams Companies (WMB) as of Q1 2017, up from 697 in Q4 2016.
  • Funds reported $20.9B of Williams Companies stock for Q1 2017, up 4.8% quarter-over-quarter.
  • 90 funds opened new Williams Companies positions in Q1 2017 and 75 closed out, a net change of +15 holders.
  • The largest Williams Companies buyer in Q1 2017 was BlackRock, an estimated $1.65B added.
  • The largest Williams Companies seller in Q1 2017 was Lone Pine Capital, an estimated $508M sold.

Based on aggregated 13F filings for Q1 2017.