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WPZ

Williams Partners L.P.
WPZ

Delisted

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

185 hedge funds and large institutions have $5.06B invested in Williams Partners L.P. in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 75 increasing their positions, 54 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

39% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 54

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

13% more capital invested

Capital invested by funds: $4.49B → $5.06B (+$569M)

5% more funds holding

Funds holding: 176185 (+9)

7% more call options, than puts

Call options by funds: $3.87M | Put options by funds: $3.61M

Holders
185
Holders Change
+9
Holders Change %
+5.11%
% of All Funds
5.34%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.38%
New
24
Increased
75
Reduced
54
Closed
12
Calls
$3.87M
Puts
$3.61M
Net Calls
+$257K
Net Calls Change
-$3.07M
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
1
Tortoise Capital Advisors
Kansas
$564M -$25.6M -484,341 -4%
Goldman Sachs
2
Goldman Sachs
New York
$506M +$155M +2,932,558 +46%
KACA
3
Kayne Anderson Capital Advisors
California
$388M +$39.4M +744,067 +12%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$289M +$33.7M +636,622 +14%
AA
5
ALPS Advisors
Colorado
$271M -$4.8M -90,662 -2%
O
6
OppenheimerFunds
New York
$263M +$20M +377,615 +8%
ClearBridge Investments
7
ClearBridge Investments
New York
$247M -$1.47M -27,707 -0.6%
Deutsche Bank
8
Deutsche Bank
Germany
$196M +$40.5M +766,494 +27%
AR
9
Advisory Research
Illinois
$176M +$6.68M +126,362 +4%
U
10
UBS
Switzerland
$165M -$5.44M -102,891 -3%
Morgan Stanley
11
Morgan Stanley
New York
$165M +$78.2M +1,477,491 +94%
CCCA
12
Center Coast Capital Advisors
Texas
$163M +$35.3M +666,623 +28%
CIBC Private Wealth Group
13
CIBC Private Wealth Group
Georgia
$123M +$120M +2,275,807 New
NIM
14
NXG Investment Management
Texas
$120M +$2.96M +55,959 +3%
JP Morgan Chase
15
JP Morgan Chase
New York
$118M -$1.92M -36,247 -2%
CS
16
Credit Suisse
Switzerland
$90.7M +$44.4M +840,252 +101%
HFA
17
Harvest Fund Advisors
Pennsylvania
$89.3M +$18.9M +358,155 +28%
CCM
18
Chickasaw Capital Management
Tennessee
$73.4M +$6.66M +125,988 +10%
SCA
19
Salient Capital Advisors
Texas
$69.5M +$31.5M +595,176 +87%
COPPSERS
20
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$64.2M +$13.3M +251,587 +27%
BC
21
Brookfield Corp
Ontario, Canada
$62.8M +$6.01M +113,527 +11%
DPIM
22
Duff & Phelps Investment Management
Illinois
$56.8M
Citigroup
23
Citigroup
New York
$45.7M -$12.7M -240,282 -22%
WHG
24
Westwood Holdings Group
Texas
$44.6M +$1.07M +20,292 +3%
DAC
25
Dividend Assets Capital
South Carolina
$41.9M +$5.52M +104,413 +16%

WPZ Hedge Fund Activity: Q1 2014 in Review

185 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Williams Partners L.P. (WPZ) for Q1 2014, worth a combined $5.06B — up 13% from $4.49B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new WPZ positions and 12 closed out — a net gain of 12 holders — while 75 added to existing stakes and 54 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $155M. The largest seller was Invesco, cutting an estimated $139M.

  • 185 institutional investors held Williams Partners L.P. (WPZ) as of Q1 2014, up from 176 in Q4 2013.
  • Funds reported $5.06B of Williams Partners L.P. stock for Q1 2014, up 13% quarter-over-quarter.
  • 24 funds opened new Williams Partners L.P. positions in Q1 2014 and 12 closed out, a net change of +12 holders.
  • The largest Williams Partners L.P. buyer in Q1 2014 was Goldman Sachs, an estimated $155M added.
  • The largest Williams Partners L.P. seller in Q1 2014 was Invesco, an estimated $139M sold.

Based on aggregated 13F filings for Q1 2014.