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WPZ

Williams Partners L.P.
WPZ

Delisted

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

192 hedge funds and large institutions have $5.84B invested in Williams Partners L.P. in 2014 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 77 increasing their positions, 55 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

608% more call options, than puts

Call options by funds: $11.9M | Put options by funds: $1.67M

40% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 55

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

1% more funds holding

Funds holding: 190192 (+2)

2% more capital invested

Capital invested by funds: $5.72B → $5.84B (+$118M)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
192
Holders Change
+2
Holders Change %
+1.05%
% of All Funds
5.57%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.32%
New
17
Increased
77
Reduced
55
Closed
13
Calls
$11.9M
Puts
$1.67M
Net Calls
+$10.2M
Net Calls Change
+$16.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HCMT
101
Highland Capital Management (Texas)
Texas
$968K +$244K +4,129 +34%
Invesco
102
Invesco
Georgia
$912K +$557K +9,427 +163%
JWM
103
Jacobus Wealth Management
Wisconsin
$901K -$81.2K -1,374 -8%
AI
104
ArchPoint Investors
Florida
$801K
FBB
105
Fulton Breakefield Broenniman
Maryland
$764K +$3.19K +54 +0.4%
SIA
106
SeaBridge Investment Advisors
New Jersey
$721K
UR
107
USCA RIA
Texas
$694K +$683K +11,565 New
PPA
108
Parametric Portfolio Associates
Washington
$686K -$205K -3,462 -23%
Brown Advisory
109
Brown Advisory
Maryland
$684K +$78.3K +1,325 +13%
ICAS
110
Investors Capital Advisory Services
Massachusetts
$665K +$70.1K +1,186 +12%
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$639K -$1.22M -20,603 -66%
BOIA
112
Bush ODonnell Investment Advisors
Missouri
$621K -$268K -4,536 -30%
RAM
113
Roanoke Asset Management
New Jersey
$616K +$213K +3,612 +54%
US Bancorp
114
US Bancorp
Minnesota
$601K -$105K -1,777 -15%
CIC
115
Carnegie Investment Counsel
Ohio
$585K +$577K +9,761 New
CCB
116
Cutter & Co Brokerage
Missouri
$570K +$50.7K +858 +10%
CBB
117
Citizens Business Bank
California
$566K +$558K +9,443 New
AQR Capital Management
118
AQR Capital Management
Connecticut
$560K
FAM
119
Fiduciary Asset Management
Missouri
$551K
HT
120
HighTower Trust
Texas
$542K -$421K -7,132 -44%
LW
121
Linscomb Wealth
Texas
$538K +$46.4K +785 +10%
Ameriprise
122
Ameriprise
Minnesota
$520K +$116K +1,964 +29%
BRWM
123
B. Riley Wealth Management
Tennessee
$500K -$62.7K -1,061 -11%
V
124
Veritable
Delaware
$493K +$96.1K +1,626 +25%
ERIM
125
Eagle Ridge Investment Management
Connecticut
$492K -$253K -4,285 -34%

WPZ Hedge Fund Activity: Q3 2014 in Review

192 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Williams Partners L.P. (WPZ) for Q3 2014, worth a combined $5.84B — up 2.1% from $5.72B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new WPZ positions and 13 closed out — a net gain of 4 holders — while 77 added to existing stakes and 55 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $132M. The largest seller was Fidelity Investments, cutting an estimated $107M.

  • 192 institutional investors held Williams Partners L.P. (WPZ) as of Q3 2014, up from 190 in Q2 2014.
  • Funds reported $5.84B of Williams Partners L.P. stock for Q3 2014, up 2.1% quarter-over-quarter.
  • 17 funds opened new Williams Partners L.P. positions in Q3 2014 and 13 closed out, a net change of +4 holders.
  • The largest Williams Partners L.P. buyer in Q3 2014 was Deutsche Bank, an estimated $132M added.
  • The largest Williams Partners L.P. seller in Q3 2014 was Fidelity Investments, an estimated $107M sold.

Based on aggregated 13F filings for Q3 2014.