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Williams Companies

963 hedge funds and large institutions have $26.6B invested in Williams Companies in 2021 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 393 increasing their positions, 298 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $180M | Put options by funds: $131M

34% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 70

32% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 298

1% more funds holding

Funds holding: 951963 (+12)

0.66% more ownership

Funds ownership: 83.94%84.6% (+0.66%)

2% less capital invested

Capital invested by funds: $27.1B → $26.6B (-$427M)

19% less funds holding in top 10

Funds holding in top 10: 3226 (-6)

Holders
963
Holders Change
+12
Holders Change %
+1.26%
% of All Funds
16.86%
Holding in Top 10
26
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-18.75%
% of All Funds
0.46%
New
94
Increased
393
Reduced
298
Closed
70
Calls
$180M
Puts
$131M
Net Calls
+$49.5M
Net Calls Change
+$8.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.85B +$33.5M +1,331,483 +1%
BlackRock
2
BlackRock
New York
$2.6B -$10.6M -422,544 -0.4%
State Street
3
State Street
Massachusetts
$2.18B +$65.5M +2,599,258 +3%
Dodge & Cox
4
Dodge & Cox
California
$1.93B +$25.2M +1,002,298 +1%
Deutsche Bank
5
Deutsche Bank
Germany
$706M +$20.3M +805,296 +3%
JP Morgan Chase
6
JP Morgan Chase
New York
$691M +$24.1M +958,918 +4%
Franklin Resources
7
Franklin Resources
California
$677M +$5.72M +227,198 +0.9%
ClearBridge Investments
8
ClearBridge Investments
New York
$597M +$31.1M +1,234,757 +6%
Bank of America
9
Bank of America
North Carolina
$586M -$81.5M -3,238,193 -13%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$581M +$15.8M +625,697 +3%
Blackstone Inc
11
Blackstone Inc
New York
$507M -$97.2M -3,860,725 -16%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$391M +$37.2M +1,477,599 +11%
Northern Trust
13
Northern Trust
Illinois
$381M +$20.9M +829,369 +6%
Invesco
14
Invesco
Georgia
$371M +$88.5M +3,515,615 +33%
TCA
15
Tortoise Capital Advisors
Kansas
$333M -$16M -637,355 -5%
Morgan Stanley
16
Morgan Stanley
New York
$313M +$21.4M +848,476 +8%
Goldman Sachs
17
Goldman Sachs
New York
$295M +$23.6M +935,610 +9%
Ameriprise
18
Ameriprise
Minnesota
$293M -$10.2M -404,183 -3%
Legal & General Group
19
Legal & General Group
United Kingdom
$269M -$923K -36,670 -0.4%
CI Investments Inc
20
CI Investments Inc
Ontario, Canada
$260M +$3.26M +129,366 +1%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$252M -$7.03M -279,190 -3%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$235M +$33.2M +1,319,710 +17%
UBS Group
23
UBS Group
Switzerland
$232M +$28.8M +1,142,746 +15%
Norges Bank
24
Norges Bank
Norway
$220M -$6.56M -260,329 -3%
KACA
25
Kayne Anderson Capital Advisors
California
$211M -$13.4M -530,414 -6%

WMB Hedge Fund Activity: Q3 2021 in Review

963 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q3 2021, worth a combined $26.6B — down 1.6% from $27.1B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new WMB positions and 70 closed out — a net gain of 24 holders — while 393 added to existing stakes and 298 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $117M. The largest seller was Cohen & Steers, cutting an estimated $135M.

  • 963 institutional investors held Williams Companies (WMB) as of Q3 2021, up from 951 in Q2 2021.
  • Funds reported $26.6B of Williams Companies stock for Q3 2021, down 1.6% quarter-over-quarter.
  • 94 funds opened new Williams Companies positions in Q3 2021 and 70 closed out, a net change of +24 holders.
  • The largest Williams Companies buyer in Q3 2021 was Citadel Advisors, an estimated $117M added.
  • The largest Williams Companies seller in Q3 2021 was Cohen & Steers, an estimated $135M sold.

Based on aggregated 13F filings for Q3 2021.