Williams Partners L.P.
WPZ
WPZ was delisted on the 10th of August, 2018.
260 hedge funds and large institutions have $7.8B invested in Williams Partners L.P. in 2016 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 86 increasing their positions, 74 reducing their positions, and 24 closing their positions.
29% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 24
25% more call options, than puts
Call options by funds: $48M | Put options by funds: $38.5M
16% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 74
6% more capital invested
Capital invested by funds: $7.37B → $7.8B (+$424M)
1% more funds holding
Funds holding: 257 → 260 (+3)
0% more funds holding in top 10
Funds holding in top 10: 18 → 18 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCA
Tortoise Capital Advisors
Overland Park,
Kansas
|
+$167M |
| 2 |
O
OppenheimerFunds
New York
|
+$88.5M |
| 3 |
MHI
Miller Howard Investments
Kingston,
New York
|
+$82.9M |
| 4 |
HFA
Harvest Fund Advisors
Wayne,
Pennsylvania
|
+$66.5M |
| 5 |
AR
Advisory Research
Chicago,
Illinois
|
+$53.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$336M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$65.9M |
| 3 |
IG
ING Group
Amsterdam,
Netherlands
|
-$49.4M |
| 4 |
AG
Aravt Global
New York
|
-$49.4M |
| 5 |
Morgan Stanley
New York
|
-$43.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VWM
276
Valley Wealth Managers
Paramus,
New Jersey
| – | -$68K | -1,974 | Closed |
|
|
CM
277
CoreCommodity Management
Stamford,
Connecticut
| – | -$49K | -1,417 | Closed |
|
|
BL
278
Balentine LLC
Atlanta,
Georgia
| – | -$25K | -734 | Closed |
|
|
JFA
279
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$24K | -702 | Closed |
|
|
WRM
280
Westport Resources Management
Westport,
Connecticut
| – | -$24K | -692 | Closed |
|
281
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$16K | -449 | Closed |
|
|
ST
282
Smithfield Trust
Pittsburgh,
Pennsylvania
| – | -$6K | -173 | Closed |
|
|
CFS
283
Commonwealth Financial Services
Vienna,
West Virginia
| – | -$6K | -169 | Closed |
|
|
TSW
284
Thompson Siegel & Walmsley
Richmond,
Virginia
| – | -$5K | -132 | Closed |
|
WPZ Hedge Fund Activity: Q3 2016 in Review
260 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Williams Partners L.P. (WPZ) for Q3 2016, worth a combined $7.8B — up 5.7% from $7.37B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new WPZ positions and 24 closed out — a net gain of 7 holders — while 86 added to existing stakes and 74 trimmed.
The largest buyer was Tortoise Capital Advisors, adding an estimated $167M. The largest seller was Fidelity Investments, cutting an estimated $336M.
- 260 institutional investors held Williams Partners L.P. (WPZ) as of Q3 2016, up from 257 in Q2 2016.
- Funds reported $7.8B of Williams Partners L.P. stock for Q3 2016, up 5.7% quarter-over-quarter.
- 31 funds opened new Williams Partners L.P. positions in Q3 2016 and 24 closed out, a net change of +7 holders.
- The largest Williams Partners L.P. buyer in Q3 2016 was Tortoise Capital Advisors, an estimated $167M added.
- The largest Williams Partners L.P. seller in Q3 2016 was Fidelity Investments, an estimated $336M sold.
Based on aggregated 13F filings for Q3 2016.