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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
SE
151
Summit Equities
New Jersey
$1.01M -$36.2K -917 -3%
BC
152
Barnett & Company
Tennessee
$1M -$76.3K -1,931 -7%
TC
153
Telemus Capital
Michigan
$992K
GCP
154
GSA Capital Partners
United Kingdom
$981K +$505K +12,774 +103%
TC
155
Travelers Companies
Minnesota
$973K +$988K +25,000 New
EM
156
ELCO Management
New York
$934K -$13K -330 -1%
Creative Planning
157
Creative Planning
Kansas
$868K +$42.7K +1,082 +5%
OAM
158
Oppenheimer Asset Management
New York
$823K +$80.8K +2,046 +11%
MAM
159
Marquette Asset Management
Minnesota
$807K
LPL Financial
160
LPL Financial
California
$803K -$45.8K -1,160 -5%
Commonwealth Equity Services
161
Commonwealth Equity Services
Massachusetts
$764K -$12.4K -315 -2%
AA
162
AQR Arbitrage
Connecticut
$756K
OC
163
Oppenheimer & Co
New York
$755K +$6K +152 +0.8%
FFSOTS
164
Fiduciary Financial Services of The Southwest
Texas
$709K
BTS
165
BB&T Securities
Virginia
$694K -$36.8K -932 -5%
CAI
166
Capital Advisors Inc
Oklahoma
$693K -$2.57K -65 -0.4%
Truist Financial
167
Truist Financial
North Carolina
$675K +$1.23K +31 +0.2%
MFW
168
Mosaic Family Wealth
Missouri
$672K +$76.5K +1,936 +13%
FA
169
FDx Advisors
Illinois
$668K +$56.4K +1,427 +9%
PFPT
170
Pinnacle Financial Partners (Tennessee)
Tennessee
$657K
FCAG
171
First Capital Advisors Group
New Jersey
$630K
SWM
172
Segment Wealth Management
Texas
$605K
RC
173
RBF Capital
California
$584K
FMII
174
Farmers & Merchants Investments Inc
Nebraska
$583K
LW
175
Linscomb Wealth
Texas
$523K +$1.07K +27 +0.2%

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.