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WPZ

Williams Partners L.P.
WPZ

Delisted

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

305 hedge funds and large institutions have $8.37B invested in Williams Partners L.P. in 2017 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 86 increasing their positions, 101 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more call options, than puts

Call options by funds: $81.1M | Put options by funds: $25.4M

85% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 26

7% more funds holding

Funds holding: 286305 (+19)

2% less capital invested

Capital invested by funds: $8.51B → $8.37B (-$134M)

15% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 101

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

Holders
305
Holders Change
+19
Holders Change %
+6.64%
% of All Funds
6.92%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.36%
New
48
Increased
86
Reduced
101
Closed
26
Calls
$81.1M
Puts
$25.4M
Net Calls
+$55.7M
Net Calls Change
+$15.6M
Name Holding Trade Value Shares
Change
Change in
Stake
DA
226
Doliver Advisors
Texas
$220K
LWCFA
227
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$218K
CG
228
Caprock Group
Idaho
$217K +$188K +5,016 New
FCH
229
Freestone Capital Holdings
Washington
$217K +$210K +5,585 New
GCP
230
GSA Capital Partners
United Kingdom
$214K -$740K -19,710 -78%
Bessemer Group
231
Bessemer Group
New Jersey
$211K
FIM
232
Fernwood Investment Management
Massachusetts
$204K -$189K -5,032 -49%
CWM
233
Cedar Wealth Management
California
$187K
POIA
234
Pin Oak Investment Advisors
Texas
$185K +$179K +4,780 New
First Eagle Investment Management
235
First Eagle Investment Management
New York
$179K
CAPTRUST Financial Advisors
236
CAPTRUST Financial Advisors
North Carolina
$174K +$160K +4,249 +1,808%
QI
237
QS Investors
New York
$169K
RFS
238
Rockefeller Financial Services
New York
$140K -$18.8K -500 -12%
GFP
239
Gryphon Financial Partners
Ohio
$123K +$118K +3,156 New
ASN
240
Advisory Services Network
Georgia
$98K -$51.7K -1,377 -35%
IA
241
IFP Advisors
Florida
$94K -$298K -7,931 -77%
Envestnet Asset Management
242
Envestnet Asset Management
Illinois
$92K -$130K -3,453 -59%
SEI Investments
243
SEI Investments
Pennsylvania
$89K
CTC
244
Central Trust Company
Missouri
$88K
SWM
245
SeaCrest Wealth Management
New York
$85K +$82.5K +2,198 New
EWM
246
Evercore Wealth Management
New York
$84K
AI
247
ArchPoint Investors
Florida
$83K -$367K -9,772 -82%
WT
248
Whittier Trust
California
$82K
HT
249
Heritage Trust
Oklahoma
$81K
WAM
250
Wealthspire Advisors (Maryland)
Maryland
$76K +$4.28K +114 +6%

WPZ Hedge Fund Activity: Q4 2017 in Review

305 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Williams Partners L.P. (WPZ) for Q4 2017, worth a combined $8.37B — down 1.6% from $8.51B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new WPZ positions and 26 closed out — a net gain of 22 holders — while 86 added to existing stakes and 101 trimmed.

The largest buyer was Blackstone Inc, opening a new position worth an estimated $670M. The largest seller was Bank of Montreal, cutting an estimated $142M.

  • 305 institutional investors held Williams Partners L.P. (WPZ) as of Q4 2017, up from 286 in Q3 2017.
  • Funds reported $8.37B of Williams Partners L.P. stock for Q4 2017, down 1.6% quarter-over-quarter.
  • 48 funds opened new Williams Partners L.P. positions in Q4 2017 and 26 closed out, a net change of +22 holders.
  • The largest Williams Partners L.P. buyer in Q4 2017 was Blackstone Inc, an estimated $670M added.
  • The largest Williams Partners L.P. seller in Q4 2017 was Bank of Montreal, an estimated $142M sold.

Based on aggregated 13F filings for Q4 2017.