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Williams Companies

1,028 hedge funds and large institutions have $27B invested in Williams Companies in 2021 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 398 increasing their positions, 317 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 164 | Existing positions closed: 86

26% more repeat investments, than reductions

Existing positions increased: 398 | Existing positions reduced: 317

15% more call options, than puts

Call options by funds: $191M | Put options by funds: $166M

7% more funds holding

Funds holding: 9631,028 (+65)

1.13% more ownership

Funds ownership: 84.6%85.73% (+1.1%)

2% more capital invested

Capital invested by funds: $26.6B → $27B (+$401M)

12% less funds holding in top 10

Funds holding in top 10: 2623 (-3)

Holders
1,028
Holders Change
+65
Holders Change %
+6.75%
% of All Funds
15.82%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.35%
New
164
Increased
398
Reduced
317
Closed
86
Calls
$191M
Puts
$166M
Net Calls
+$24.7M
Net Calls Change
-$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.01B +$156M +5,657,704 +5%
BlackRock
2
BlackRock
New York
$2.82B +$222M +8,047,294 +8%
State Street
3
State Street
Massachusetts
$2.18B -$283K -10,232 -0%
Dodge & Cox
4
Dodge & Cox
California
$1.86B -$77.5M -2,802,926 -4%
Bank of America
5
Bank of America
North Carolina
$779M +$202M +7,319,486 +32%
TCA
6
Tortoise Capital Advisors
Kansas
$670M +$357M +12,910,027 +101%
Franklin Resources
7
Franklin Resources
California
$662M -$18.6M -674,210 -3%
Deutsche Bank
8
Deutsche Bank
Germany
$656M -$56M -2,026,007 -7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$598M +$16M +577,908 +3%
ClearBridge Investments
10
ClearBridge Investments
New York
$598M -$1.68M -60,697 -0.3%
JP Morgan Chase
11
JP Morgan Chase
New York
$574M -$126M -4,563,268 -17%
Northern Trust
12
Northern Trust
Illinois
$381M -$1.56M -56,575 -0.4%
Invesco
13
Invesco
Georgia
$370M -$3.36M -121,611 -0.8%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$324M -$72M -2,604,487 -17%
Morgan Stanley
15
Morgan Stanley
New York
$307M -$7.79M -281,814 -2%
Ameriprise
16
Ameriprise
Minnesota
$295M +$1.05M +37,844 +0.3%
Blackstone Inc
17
Blackstone Inc
New York
$278M -$245M -8,863,490 -45%
Legal & General Group
18
Legal & General Group
United Kingdom
$271M +$792K +28,650 +0.3%
Goldman Sachs
19
Goldman Sachs
New York
$270M -$27.1M -982,385 -9%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$258M +$5.2M +188,152 +2%
CI Investments Inc
21
CI Investments Inc
Ontario, Canada
$258M -$3.72M -134,577 -1%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$248M +$12.9M +465,878 +5%
Norges Bank
23
Norges Bank
Norway
$243M +$23.9M +863,669 +10%
UBS AM
24
UBS AM
Illinois
$238M +$36M +1,300,966 +17%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$219M +$10.4M +377,201 +5%

WMB Hedge Fund Activity: Q4 2021 in Review

1,028 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q4 2021, worth a combined $27B — up 1.5% from $26.6B a quarter earlier.

Buyers outnumbered sellers: 164 funds opened new WMB positions and 86 closed out — a net gain of 78 holders — while 398 added to existing stakes and 317 trimmed.

The largest buyer was Tortoise Capital Advisors, adding an estimated $357M. The largest seller was Blackstone Inc, cutting an estimated $245M.

  • 1,028 institutional investors held Williams Companies (WMB) as of Q4 2021, up from 963 in Q3 2021.
  • Funds reported $27B of Williams Companies stock for Q4 2021, up 1.5% quarter-over-quarter.
  • 164 funds opened new Williams Companies positions in Q4 2021 and 86 closed out, a net change of +78 holders.
  • The largest Williams Companies buyer in Q4 2021 was Tortoise Capital Advisors, an estimated $357M added.
  • The largest Williams Companies seller in Q4 2021 was Blackstone Inc, an estimated $245M sold.

Based on aggregated 13F filings for Q4 2021.