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Williams Companies

807 hedge funds and large institutions have $20.5B invested in Williams Companies in 2020 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 288 increasing their positions, 288 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $128M | Put options by funds: $91.2M

32% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 82

21% more funds holding in top 10

Funds holding in top 10: 2935 (+6)

3% more funds holding

Funds holding: 785807 (+22)

4% more capital invested

Capital invested by funds: $19.7B → $20.5B (+$797M)

0.92% more ownership

Funds ownership: 85.23%86.15% (+0.92%)

0% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 288

Holders
807
Holders Change
+22
Holders Change %
+2.8%
% of All Funds
16.28%
Holding in Top 10
35
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20.69%
% of All Funds
0.71%
New
108
Increased
288
Reduced
288
Closed
82
Calls
$128M
Puts
$91.2M
Net Calls
+$36.6M
Net Calls Change
-$42.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$2.25B -$134M -6,598,253 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.18B +$136M +6,674,586 +6%
State Street
3
State Street
Massachusetts
$1.3B -$45.8M -2,247,554 -3%
Dodge & Cox
4
Dodge & Cox
California
$972M +$261M +12,816,822 +35%
Franklin Resources
5
Franklin Resources
California
$703M +$3.48M +171,011 +0.5%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$645M +$132M +6,470,713 +25%
Blackstone Inc
7
Blackstone Inc
New York
$610M -$45.1M -2,214,702 -7%
Deutsche Bank
8
Deutsche Bank
Germany
$524M +$20.6M +1,013,649 +4%
Bank of America
9
Bank of America
North Carolina
$449M +$239M +11,722,356 +106%
ClearBridge Investments
10
ClearBridge Investments
New York
$443M -$29.4M -1,442,257 -6%
JP Morgan Chase
11
JP Morgan Chase
New York
$442M -$45.5M -2,234,221 -9%
TCA
12
Tortoise Capital Advisors
Kansas
$427M +$66.5M +3,264,573 +18%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$400M +$2.73M +134,160 +0.7%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$311M +$38.7M +1,902,891 +14%
Northern Trust
15
Northern Trust
Illinois
$270M +$1.87M +91,931 +0.7%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$245M -$8.51M -417,975 -3%
Ameriprise
17
Ameriprise
Minnesota
$242M -$11.4M -561,926 -4%
Goldman Sachs
18
Goldman Sachs
New York
$229M +$7.49M +367,853 +3%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$219M -$8.54M -419,591 -4%
KACA
20
Kayne Anderson Capital Advisors
California
$214M -$27.2M -1,335,170 -11%
Morgan Stanley
21
Morgan Stanley
New York
$213M +$40.9M +2,011,121 +23%
Norges Bank
22
Norges Bank
Norway
$199M -$10.4M -511,725 -5%
Legal & General Group
23
Legal & General Group
United Kingdom
$195M +$1.81M +88,706 +0.9%
Invesco
24
Invesco
Georgia
$194M -$153M -7,496,834 -43%
SAM
25
Southeastern Asset Management
Tennessee
$179M -$10.2M -499,104 -5%

WMB Hedge Fund Activity: Q3 2020 in Review

807 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q3 2020, worth a combined $20.5B — up 4.1% from $19.7B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new WMB positions and 82 closed out — a net gain of 26 holders — while 288 added to existing stakes and 288 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $261M. The largest seller was Invesco, cutting an estimated $153M.

  • 807 institutional investors held Williams Companies (WMB) as of Q3 2020, up from 785 in Q2 2020.
  • Funds reported $20.5B of Williams Companies stock for Q3 2020, up 4.1% quarter-over-quarter.
  • 108 funds opened new Williams Companies positions in Q3 2020 and 82 closed out, a net change of +26 holders.
  • The largest Williams Companies buyer in Q3 2020 was Dodge & Cox, an estimated $261M added.
  • The largest Williams Companies seller in Q3 2020 was Invesco, an estimated $153M sold.

Based on aggregated 13F filings for Q3 2020.