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Williams Companies

832 hedge funds and large institutions have $31B invested in Williams Companies in 2019 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 297 increasing their positions, 288 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 66

31% more call options, than puts

Call options by funds: $249M | Put options by funds: $190M

29% more capital invested

Capital invested by funds: $24.1B → $31B (+$6.88B)

5% more funds holding

Funds holding: 791832 (+41)

3% more repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 288

1.31% less ownership

Funds ownership: 90.45%89.15% (-1.3%)

2% less funds holding in top 10

Funds holding in top 10: 4645 (-1)

Holders
832
Holders Change
+41
Holders Change %
+5.18%
% of All Funds
18.01%
Holding in Top 10
45
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.17%
% of All Funds
0.97%
New
119
Increased
297
Reduced
288
Closed
66
Calls
$249M
Puts
$190M
Net Calls
+$58.9M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$3.82B -$92.8M -3,463,333 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.8B +$30.7M +1,144,412 +1%
State Street
3
State Street
Massachusetts
$1.68B +$9.55M +356,212 +0.6%
TCA
4
Tortoise Capital Advisors
Kansas
$1.08B -$12.8M -477,014 -1%
HFA
5
Harvest Fund Advisors
Pennsylvania
$1.01B -$10.9M -405,910 -1%
Franklin Resources
6
Franklin Resources
California
$866M -$86.4M -3,224,393 -10%
JP Morgan Chase
7
JP Morgan Chase
New York
$677M +$16.3M +607,684 +3%
Capital International Investors
8
Capital International Investors
California
$648M +$62.2M +2,319,522 +11%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$601M -$228M -8,494,748 -29%
ClearBridge Investments
10
ClearBridge Investments
New York
$586M +$37.5M +1,399,040 +7%
KACA
11
Kayne Anderson Capital Advisors
California
$585M -$16.6M -618,534 -3%
Goldman Sachs
12
Goldman Sachs
New York
$518M -$12.5M -464,928 -3%
Deutsche Bank
13
Deutsche Bank
Germany
$512M -$45.4M -1,693,257 -9%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$478M +$24.4M +911,457 +6%
BC
15
Brookfield Corp
Ontario, Canada
$452M -$44.6M -1,665,254 -10%
Northern Trust
16
Northern Trust
Illinois
$427M +$7.55M +281,665 +2%
Bank of America
17
Bank of America
North Carolina
$398M -$11M -411,295 -3%
CCM
18
Chickasaw Capital Management
Tennessee
$391M +$4.94M +184,192 +1%
O
19
OppenheimerFunds
New York
$385M -$70M -2,611,693 -16%
SCM
20
Steadfast Capital Management
New York
$365M -$32.4M -1,207,676 -9%
SCA
21
Salient Capital Advisors
Texas
$361M -$47.2M -1,759,310 -12%
Morgan Stanley
22
Morgan Stanley
New York
$328M -$20.8M -775,724 -6%
KSCM
23
King Street Capital Management
New York
$325M -$101M -3,750,000 -25%
Norges Bank
24
Norges Bank
Norway
$322M -$12.7M -473,044 -4%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$309M +$91.1M +3,397,742 +46%

WMB Hedge Fund Activity: Q1 2019 in Review

832 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q1 2019, worth a combined $31B — up 29% from $24.1B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new WMB positions and 66 closed out — a net gain of 53 holders — while 297 added to existing stakes and 288 trimmed.

The largest buyer was Senator Investment Group, opening a new position worth an estimated $134M. The largest seller was Fidelity Investments, cutting an estimated $228M.

  • 832 institutional investors held Williams Companies (WMB) as of Q1 2019, up from 791 in Q4 2018.
  • Funds reported $31B of Williams Companies stock for Q1 2019, up 29% quarter-over-quarter.
  • 119 funds opened new Williams Companies positions in Q1 2019 and 66 closed out, a net change of +53 holders.
  • The largest Williams Companies buyer in Q1 2019 was Senator Investment Group, an estimated $134M added.
  • The largest Williams Companies seller in Q1 2019 was Fidelity Investments, an estimated $228M sold.

Based on aggregated 13F filings for Q1 2019.