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Williams Companies

951 hedge funds and large institutions have $27.1B invested in Williams Companies in 2021 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 404 increasing their positions, 278 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 63

45% more repeat investments, than reductions

Existing positions increased: 404 | Existing positions reduced: 278

38% more call options, than puts

Call options by funds: $149M | Put options by funds: $108M

12% more capital invested

Capital invested by funds: $24.1B → $27.1B (+$2.94B)

6% more funds holding

Funds holding: 897951 (+54)

0.06% more ownership

Funds ownership: 83.89%83.94% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 3232 (0)

Holders
951
Holders Change
+54
Holders Change %
+6.02%
% of All Funds
16.55%
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.56%
New
122
Increased
404
Reduced
278
Closed
63
Calls
$149M
Puts
$108M
Net Calls
+$41.1M
Net Calls Change
+$5.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.89B +$4.32M +168,780 +0.2%
BlackRock
2
BlackRock
New York
$2.67B -$195M -7,598,609 -7%
State Street
3
State Street
Massachusetts
$2.16B +$78.8M +3,075,988 +4%
Dodge & Cox
4
Dodge & Cox
California
$1.94B +$123M +4,796,431 +7%
Deutsche Bank
5
Deutsche Bank
Germany
$701M -$108M -4,233,261 -14%
Franklin Resources
6
Franklin Resources
California
$687M -$90.7M -3,543,043 -12%
Bank of America
7
Bank of America
North Carolina
$686M +$36.8M +1,437,122 +6%
JP Morgan Chase
8
JP Morgan Chase
New York
$681M -$31.6M -1,234,318 -5%
Blackstone Inc
9
Blackstone Inc
New York
$621M +$9.92M +387,267 +2%
ClearBridge Investments
10
ClearBridge Investments
New York
$579M -$11M -430,680 -2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$578M -$175K -6,837 -0%
Northern Trust
12
Northern Trust
Illinois
$368M -$1.4M -54,602 -0.4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$361M -$77.7M -3,032,862 -18%
TCA
14
Tortoise Capital Advisors
Kansas
$357M -$141M -5,507,335 -29%
Ameriprise
15
Ameriprise
Minnesota
$310M +$3.6M +140,733 +1%
Morgan Stanley
16
Morgan Stanley
New York
$298M +$43.8M +1,710,983 +18%
Invesco
17
Invesco
Georgia
$287M -$1.5M -58,583 -0.5%
Goldman Sachs
18
Goldman Sachs
New York
$277M +$16.2M +634,273 +6%
Legal & General Group
19
Legal & General Group
United Kingdom
$276M +$10.1M +395,711 +4%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$266M -$12.6M -493,675 -5%
CI Investments Inc
21
CI Investments Inc
Ontario, Canada
$263M +$176K +6,870 +0.1%
Norges Bank
22
Norges Bank
Norway
$232M -$23.4M -914,103 -9%
KACA
23
Kayne Anderson Capital Advisors
California
$230M -$13.5M -529,175 -6%
N
24
Nuveen
North Carolina
$216M +$11M +428,396 +6%
Jennison Associates
25
Jennison Associates
New York
$211M +$22.4M +874,853 +12%

WMB Hedge Fund Activity: Q2 2021 in Review

951 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q2 2021, worth a combined $27.1B — up 12% from $24.1B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new WMB positions and 63 closed out — a net gain of 59 holders — while 404 added to existing stakes and 278 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $123M. The largest seller was BlackRock, cutting an estimated $195M.

  • 951 institutional investors held Williams Companies (WMB) as of Q2 2021, up from 897 in Q1 2021.
  • Funds reported $27.1B of Williams Companies stock for Q2 2021, up 12% quarter-over-quarter.
  • 122 funds opened new Williams Companies positions in Q2 2021 and 63 closed out, a net change of +59 holders.
  • The largest Williams Companies buyer in Q2 2021 was Dodge & Cox, an estimated $123M added.
  • The largest Williams Companies seller in Q2 2021 was BlackRock, an estimated $195M sold.

Based on aggregated 13F filings for Q2 2021.