Williams Companies
897 hedge funds and large institutions have $24.1B invested in Williams Companies in 2021 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 339 increasing their positions, 291 reducing their positions, and 83 closing their positions.
48% more first-time investments, than exits
New positions opened: 123 | Existing positions closed: 83
33% more funds holding in top 10
Funds holding in top 10: 24 → 32 (+8)
24% more call options, than puts
Call options by funds: $183M | Put options by funds: $148M
17% more capital invested
Capital invested by funds: $20.6B → $24.1B (+$3.52B)
16% more repeat investments, than reductions
Existing positions increased: 339 | Existing positions reduced: 291
4% more funds holding
Funds holding: 866 → 897 (+31)
0.57% less ownership
Funds ownership: 84.46% → 83.89% (-0.57%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$480M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$327M |
| 3 |
State Street
Boston,
Massachusetts
|
+$188M |
| 4 |
JP Morgan Chase
New York
|
+$114M |
| 5 |
SCA
Salient Capital Advisors
Houston,
Texas
|
+$57.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$542M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$144M |
| 3 |
CWM
CIBC World Markets
New York
|
-$108M |
| 4 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$89.1M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$86.1M |
WMB Hedge Fund Activity: Q1 2021 in Review
897 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q1 2021, worth a combined $24.1B — up 17% from $20.6B a quarter earlier.
Buyers outnumbered sellers: 123 funds opened new WMB positions and 83 closed out — a net gain of 40 holders — while 339 added to existing stakes and 291 trimmed.
The largest buyer was Dodge & Cox, adding an estimated $480M. The largest seller was T. Rowe Price Associates, cutting an estimated $542M.
- 897 institutional investors held Williams Companies (WMB) as of Q1 2021, up from 866 in Q4 2020.
- Funds reported $24.1B of Williams Companies stock for Q1 2021, up 17% quarter-over-quarter.
- 123 funds opened new Williams Companies positions in Q1 2021 and 83 closed out, a net change of +40 holders.
- The largest Williams Companies buyer in Q1 2021 was Dodge & Cox, an estimated $480M added.
- The largest Williams Companies seller in Q1 2021 was T. Rowe Price Associates, an estimated $542M sold.
Based on aggregated 13F filings for Q1 2021.