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Williams Companies

842 hedge funds and large institutions have $25.1B invested in Williams Companies in 2019 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 320 increasing their positions, 302 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 71

52% more call options, than puts

Call options by funds: $307M | Put options by funds: $202M

15% more funds holding in top 10

Funds holding in top 10: 2731 (+4)

3% more funds holding

Funds holding: 815842 (+27)

6% more repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 302

0.51% less ownership

Funds ownership: 87.74%87.22% (-0.51%)

2% less capital invested

Capital invested by funds: $25.6B → $25.1B (-$511M)

Holders
842
Holders Change
+27
Holders Change %
+3.31%
% of All Funds
16.59%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.61%
New
112
Increased
320
Reduced
302
Closed
71
Calls
$307M
Puts
$202M
Net Calls
+$105M
Net Calls Change
+$69.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$3.13B +$47.4M +2,070,066 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.39B +$25M +1,092,027 +1%
State Street
3
State Street
Massachusetts
$1.47B +$110M +4,811,552 +8%
Franklin Resources
4
Franklin Resources
California
$1.05B +$223M +9,730,215 +28%
TCA
5
Tortoise Capital Advisors
Kansas
$897M -$75.2M -3,282,538 -8%
JP Morgan Chase
6
JP Morgan Chase
New York
$573M +$23.2M +1,012,509 +4%
KACA
7
Kayne Anderson Capital Advisors
California
$478M -$16.8M -732,667 -4%
ClearBridge Investments
8
ClearBridge Investments
New York
$460M -$26M -1,133,374 -5%
Invesco
9
Invesco
Georgia
$451M -$26.1M -1,139,292 -6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$450M +$21.5M +938,608 +5%
Deutsche Bank
11
Deutsche Bank
Germany
$427M -$81.2M -3,544,179 -16%
Mitsubishi UFJ Trust & Banking
12
Mitsubishi UFJ Trust & Banking
Japan
$384M +$3.33M +145,254 +0.9%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$379M -$78.9M -3,443,940 -18%
Northern Trust
14
Northern Trust
Illinois
$347M -$5.02M -219,016 -1%
BPSG
15
Brookfield Public Securities Group
New York
$338M -$47.4M -2,067,487 -13%
Goldman Sachs
16
Goldman Sachs
New York
$333M -$80.6M -3,517,529 -20%
SCA
17
Salient Capital Advisors
Texas
$312M -$9.29M -405,703 -3%
CCM
18
Chickasaw Capital Management
Tennessee
$303M -$3.62M -158,034 -1%
Bank of America
19
Bank of America
North Carolina
$296M -$45.1M -1,970,634 -14%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$282M +$3.26M +142,408 +1%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$262M -$29.1M -1,272,400 -10%
CSIA
22
Charles Schwab Investment Advisory
California
$258M +$16.3M +711,021 +7%
Morgan Stanley
23
Morgan Stanley
New York
$255M -$29.6M -1,293,740 -11%
Norges Bank
24
Norges Bank
Norway
$246M -$10.4M -452,009 -4%
Capital World Investors
25
Capital World Investors
California
$227M

WMB Hedge Fund Activity: Q4 2019 in Review

842 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q4 2019, worth a combined $25.1B — down 2% from $25.6B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new WMB positions and 71 closed out — a net gain of 41 holders — while 320 added to existing stakes and 302 trimmed.

The largest buyer was Franklin Resources, adding an estimated $223M. The largest seller was Capital International Investors, exiting entirely with an estimated $493M sold.

  • 842 institutional investors held Williams Companies (WMB) as of Q4 2019, up from 815 in Q3 2019.
  • Funds reported $25.1B of Williams Companies stock for Q4 2019, down 2% quarter-over-quarter.
  • 112 funds opened new Williams Companies positions in Q4 2019 and 71 closed out, a net change of +41 holders.
  • The largest Williams Companies buyer in Q4 2019 was Franklin Resources, an estimated $223M added.
  • The largest Williams Companies seller in Q4 2019 was Capital International Investors, an estimated $493M sold.

Based on aggregated 13F filings for Q4 2019.