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WPZ

Williams Partners L.P.
WPZ

Delisted

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

298 hedge funds and large institutions have $7.19B invested in Williams Partners L.P. in 2018 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 97 increasing their positions, 98 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more call options, than puts

Call options by funds: $94.7M | Put options by funds: $32M

1% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 98

3% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 39

2% less funds holding

Funds holding: 305298 (-7)

14% less capital invested

Capital invested by funds: $8.37B → $7.19B (-$1.19B)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
298
Holders Change
-7
Holders Change %
-2.3%
% of All Funds
6.83%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.3%
New
38
Increased
97
Reduced
98
Closed
39
Calls
$94.7M
Puts
$32M
Net Calls
+$62.7M
Net Calls Change
+$6.99M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
226
Rockefeller Capital Management
New York
$124K +$141K +3,615 New
LF
227
Lee Financial
Texas
$117K +$123K +3,146 +1,210%
RCC
228
Red Cedar Capital
Nebraska
$100K +$113K +2,898 New
Envestnet Asset Management
229
Envestnet Asset Management
Illinois
$99K +$19.8K +506 +21%
SEI Investments
230
SEI Investments
Pennsylvania
$99K +$23.2K +593 +26%
CAPTRUST Financial Advisors
231
CAPTRUST Financial Advisors
North Carolina
$98K -$63.3K -1,620 -36%
IA
232
IFP Advisors
Florida
$94K
ASN
233
Advisory Services Network
Georgia
$87K +$391 +10 +0.4%
WAM
234
Wealthspire Advisors (Maryland)
Maryland
$85K +$20.7K +530 +27%
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$82K +$18.7K +480 +25%
EFSCE
236
Enterprise Financial Services Corp (EFSC)
Missouri
$80K +$33.3K +853 +57%
Bessemer Group
237
Bessemer Group
New Jersey
$78K -$125K -3,207 -59%
DWM
238
Destination Wealth Management
California
$76K +$86.5K +2,216 New
SF
239
Synovus Financial
Georgia
$75K +$84.3K +2,159 New
MYIA
240
Mount Yale Investment Advisors
Colorado
$73K +$83.2K +2,130 New
WC
241
Whitney & Co
New York
$72K +$82K +2,100 New
IWM
242
IHT Wealth Management
Illinois
$62K
FHA
243
First Horizon Advisors
Tennessee
$61K +$20.6K +527 +42%
AC
244
Avestar Capital
New York
$55K +$34.3K +878 +116%
VC
245
Vestor Capital
Illinois
$54K +$61.6K +1,577 New
OIA
246
OneDigital Investment Advisors
Kansas
$51K
WTC
247
WhitTier Trust Company
Nevada
$51K
FIB
248
First Interstate Bank
Montana
$49K
WT
249
Whittier Trust
California
$48K -$28.5K -729 -34%
FPS
250
Fieldpoint Private Securities
Connecticut
$48K +$54.4K +1,393 New

WPZ Hedge Fund Activity: Q1 2018 in Review

298 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Williams Partners L.P. (WPZ) for Q1 2018, worth a combined $7.19B — down 14% from $8.37B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of WPZ and 38 opened new positions — a net loss of 1 holder — while 98 trimmed existing stakes and 97 added.

The largest buyer was Tortoise Capital Advisors, adding an estimated $203M. The largest seller was Blackstone Inc, exiting entirely with an estimated $692M sold.

  • 298 institutional investors held Williams Partners L.P. (WPZ) as of Q1 2018, down from 305 in Q4 2017.
  • Funds reported $7.19B of Williams Partners L.P. stock for Q1 2018, down 14% quarter-over-quarter.
  • 38 funds opened new Williams Partners L.P. positions in Q1 2018 and 39 closed out, a net change of -1 holder.
  • The largest Williams Partners L.P. buyer in Q1 2018 was Tortoise Capital Advisors, an estimated $203M added.
  • The largest Williams Partners L.P. seller in Q1 2018 was Blackstone Inc, an estimated $692M sold.

Based on aggregated 13F filings for Q1 2018.