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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
SWP
201
Stratos Wealth Partners
Ohio
$326K -$31.4K -837 -9%
LIM
202
Leavell Investment Management
Alabama
$326K
IAA
203
Independent Advisor Alliance
North Carolina
$326K +$297K +7,903 New
CB
204
Commerce Bank
Missouri
$319K
CL
205
CSS LLC
Illinois
$318K
Comerica Bank
206
Comerica Bank
Texas
$318K +$276K +7,345 New
BFM
207
Boston Financial Management
Massachusetts
$312K
SC
208
Searle & Co
Connecticut
$295K
AG
209
Advisor Group
Arizona
$289K +$24.5K +653 +10%
UB
210
UMB Bank
Missouri
$287K +$21.4K +570 +8%
CCB
211
Cutter & Co Brokerage
Missouri
$279K +$3.19K +85 +1%
JFGLC
212
Johnson Financial Group LLC (Colorado)
Colorado
$274K +$265K +7,064 New
LNC
213
Lincoln National Corp
Pennsylvania
$271K +$262K +6,984 New
KI
214
Koch Industries
Kansas
$270K +$261K +6,958 New
AA
215
AlphaMark Advisors
Kentucky
$268K
CP
216
Camelot Portfolios
Ohio
$263K -$7.58K -202 -3%
DADC
217
D.A. Davidson & Co
Montana
$252K +$375 +10 +0.2%
NA
218
NewEdge Advisors
Louisiana
$244K -$48.8K -1,300 -18%
RM
219
Resource Management
Louisiana
$241K +$225K +5,993 New
Susquehanna International Group
220
Susquehanna International Group
Pennsylvania
$239K +$231K +6,161 New
HAG
221
HighPoint Advisor Group
Illinois
$238K +$75 +2 +0%
RFC
222
Regions Financial Corp
Alabama
$234K +$227K +6,035 New
SC
223
Schulhoff & Co
Ohio
$228K -$9.87K -263 -4%
BL
224
Balentine LLC
Georgia
$221K +$34.1K +908 +19%
P
225
Pitcairn
Pennsylvania
$221K +$214K +5,690 New

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.