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WPZ

Williams Partners L.P.
WPZ

Delisted

WPZ was delisted on the 10th of August, 2018.

286 hedge funds and large institutions have $8.51B invested in Williams Partners L.P. in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 94 increasing their positions, 98 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more call options, than puts

Call options by funds: $62.4M | Put options by funds: $22.3M

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

3% less capital invested

Capital invested by funds: $8.73B → $8.51B (-$219M)

4% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 98

3% less funds holding

Funds holding: 295286 (-9)

33% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 24

Holders
286
Holders Change
-9
Holders Change %
-3.05%
% of All Funds
7.13%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.5%
New
16
Increased
94
Reduced
98
Closed
24
Calls
$62.4M
Puts
$22.3M
Net Calls
+$40.1M
Net Calls Change
-$8.68M
Name Holding Trade Value Shares
Change
Change in
Stake
RFS
226
Rockefeller Financial Services
New York
$160K -$47.9K -1,212 -23%
ASN
227
Advisory Services Network
Georgia
$152K +$31K +785 +25%
CG
228
Cutler Group
California
$138K -$508K -12,856 -78%
WTC
229
WhitTier Trust Company
Nevada
$136K
PCM
230
Penserra Capital Management
California
$122K -$67.2K -1,702 -35%
SEI Investments
231
SEI Investments
Pennsylvania
$90K +$5.92K +150 +7%
EWM
232
Evercore Wealth Management
New York
$84K -$25.1K -636 -23%
WT
233
Whittier Trust
California
$83K
CTC
234
Central Trust Company
Missouri
$81K
HT
235
Heritage Trust
Oklahoma
$81K
IWM
236
IHT Wealth Management
Illinois
$72K
WAM
237
Wealthspire Advisors (Maryland)
Maryland
$71K +$16.6K +420 +30%
SAM
238
Solaris Asset Management
New York
$63K
AWM
239
Avior Wealth Management
Nebraska
$60K
FIB
240
First Interstate Bank
Montana
$55K +$49.2K +1,245 +720%
BBHC
241
Brown Brothers Harriman & Co
New York
$54K +$55.3K +1,400 New
Manulife (Manufacturers Life Insurance)
242
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$48K
Northwestern Mutual Wealth Management
243
Northwestern Mutual Wealth Management
Wisconsin
$48K +$4.27K +108 +10%
EFSCE
244
Enterprise Financial Services Corp (EFSC)
Missouri
$47K
FANJ
245
Financial Architects (New Jersey)
New Jersey
$45K -$2.37K -60 -5%
FHA
246
First Horizon Advisors
Tennessee
$44K -$4.27K -108 -9%
RWA
247
Ropes Wealth Advisors
Massachusetts
$43K
ECM
248
Estabrook Capital Management
New York
$42.4K -$13.7K -346 -24%
OIA
249
OneDigital Investment Advisors
Kansas
$41K -$13.7K -347 -25%
FFC
250
First Financial Corp
Indiana
$34K

WPZ Hedge Fund Activity: Q3 2017 in Review

286 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Williams Partners L.P. (WPZ) for Q3 2017, worth a combined $8.51B — down 2.5% from $8.73B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of WPZ and 16 opened new positions — a net loss of 8 holders — while 98 trimmed existing stakes and 94 added.

The largest buyer was Harvest Fund Advisors, adding an estimated $175M. The largest seller was Fidelity Investments, cutting an estimated $192M.

  • 286 institutional investors held Williams Partners L.P. (WPZ) as of Q3 2017, down from 295 in Q2 2017.
  • Funds reported $8.51B of Williams Partners L.P. stock for Q3 2017, down 2.5% quarter-over-quarter.
  • 16 funds opened new Williams Partners L.P. positions in Q3 2017 and 24 closed out, a net change of -8 holders.
  • The largest Williams Partners L.P. buyer in Q3 2017 was Harvest Fund Advisors, an estimated $175M added.
  • The largest Williams Partners L.P. seller in Q3 2017 was Fidelity Investments, an estimated $192M sold.

Based on aggregated 13F filings for Q3 2017.