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Williams Companies
WMB

792 hedge funds and large institutions have $14.8B invested in Williams Companies in 2020 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 312 increasing their positions, 293 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $105M | Put options by funds: $69.7M

6% more funds holding in top 10

Funds holding in top 10: 31 → 33 (+2)

6% more repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 293

1.19% less ownership

Funds ownership: 87.22% → 86.04% (-1.2%)

6% less funds holding

Funds holding: 842 → 792 (-50)

32% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 125

41% less capital invested

Capital invested by funds: $25.1B → $14.8B (-$10.3B)

Holders
792
Holders Change
-50
Holders Change %
-5.94%
% of All Funds
17.45%
Holding in Top 10
33
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.45%
% of All Funds
0.73%
New
85
Increased
312
Reduced
293
Closed
125
Calls
$105M
Puts
$69.7M
Net Calls
+$35.2M
Net Calls Change
-$69.8M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$285M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$151M
3
Deutsche Bank
Deutsche Bank
Germany
+$144M
4
SAM
Southeastern Asset Management
Tennessee
+$103M
5
State Street
State Street
Massachusetts
+$97.4M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$258M
2
TCA
Tortoise Capital Advisors
Kansas
-$231M
3
Capital World Investors
Capital World Investors
California
-$227M
4
GCM
Glenview Capital Management
New York
-$186M
5
KACA
Kayne Anderson Capital Advisors
California
-$147M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$1.9B +$46.9M +2,422,881 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.49B +$88.9M +4,591,796 +5%
State Street
3
State Street
Massachusetts
$951M +$97.4M +5,032,092 +8%
Franklin Resources
4
Franklin Resources
California
$572M -$75.8M -3,916,659 -9%
JP Morgan Chase
5
JP Morgan Chase
New York
$385M +$59.1M +3,050,024 +13%
TCA
6
Tortoise Capital Advisors
Kansas
$366M -$231M -11,921,432 -32%
Deutsche Bank
7
Deutsche Bank
Germany
$360M +$144M +7,425,459 +41%
ClearBridge Investments
8
ClearBridge Investments
New York
$310M +$44.7M +2,306,194 +12%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$282M +$18.6M +961,839 +5%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$273M +$64.2M +3,315,975 +21%
Capital Research Global Investors
11
Capital Research Global Investors
California
$246M +$285M +14,737,274 +555%
Invesco
12
Invesco
Georgia
$220M -$67M -3,461,114 -18%
Goldman Sachs
13
Goldman Sachs
New York
$215M +$22.7M +1,174,646 +8%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$204M +$48.6M +2,508,643 +21%
Mitsubishi UFJ Trust & Banking
15
Mitsubishi UFJ Trust & Banking
Japan
$199M -$41.5M -2,143,212 -13%
SAM
16
Southeastern Asset Management
Tennessee
$192M +$103M +5,315,992 +65%
Northern Trust
17
Northern Trust
Illinois
$192M -$21.6M -1,114,695 -8%
KACA
18
Kayne Anderson Capital Advisors
California
$178M -$147M -7,579,029 -38%
BPSG
19
Brookfield Public Securities Group
New York
$176M -$35.6M -1,838,067 -13%
Bank of America
20
Bank of America
North Carolina
$175M -$2.14M -110,587 -0.9%
Ameriprise
21
Ameriprise
Minnesota
$171M +$79M +4,080,866 +51%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$168M +$16.2M +836,099 +8%
SCA
23
Salient Capital Advisors
Texas
$158M -$37.5M -1,937,217 -15%
CCM
24
Chickasaw Capital Management
Tennessee
$155M -$35M -1,809,844 -14%
HFA
25
Harvest Fund Advisors
Pennsylvania
$152M +$41.4M +2,136,747 +25%
1
2 3 4 5

WMB Hedge Fund Activity: Q1 2020 in Review

792 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q1 2020, worth a combined $14.8B — down 41% from $25.1B a quarter earlier.

Sellers outnumbered buyers: 125 funds closed out of WMB and 85 opened new positions — a net loss of 40 holders — while 293 trimmed existing stakes and 312 added.

The largest buyer was Capital Research Global Investors, adding an estimated $285M. The largest seller was Charles Schwab Investment Advisory, exiting entirely with an estimated $258M sold.

  • 792 institutional investors held Williams Companies (WMB) as of Q1 2020, down from 842 in Q4 2019.
  • Funds reported $14.8B of Williams Companies stock for Q1 2020, down 41% quarter-over-quarter.
  • 85 funds opened new Williams Companies positions in Q1 2020 and 125 closed out, a net change of -40 holders.
  • The largest Williams Companies buyer in Q1 2020 was Capital Research Global Investors, an estimated $285M added.
  • The largest Williams Companies seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $258M sold.

Based on aggregated 13F filings for Q1 2020.