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WPZ

Williams Partners L.P.
WPZ

Delisted

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

184 hedge funds and large institutions have $4.84B invested in Williams Partners L.P. in 2014 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 69 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more call options, than puts

Call options by funds: $4.46M | Put options by funds: $4.27M

4% less funds holding

Funds holding: 192184 (-8)

14% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 69

16% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 31

17% less capital invested

Capital invested by funds: $5.84B → $4.84B (-$999M)

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
184
Holders Change
-8
Holders Change %
-4.17%
% of All Funds
4.91%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.16%
New
26
Increased
59
Reduced
69
Closed
31
Calls
$4.46M
Puts
$4.27M
Net Calls
+$192K
Net Calls Change
-$9.99M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$527M -$4.36M -77,100 -0.7%
O
2
OppenheimerFunds
New York
$386M +$22.4M +395,750 +6%
Deutsche Bank
3
Deutsche Bank
Germany
$372M -$2.82M -49,812 -0.7%
AA
4
ALPS Advisors
Colorado
$352M +$59.6M +1,053,986 +18%
KACA
5
Kayne Anderson Capital Advisors
California
$350M +$5.68M +100,371 +1%
TCA
6
Tortoise Capital Advisors
Kansas
$325M -$107M -1,888,131 -23%
UBS Group
7
UBS Group
Switzerland
$314M +$348M +6,143,610 New
ClearBridge Investments
8
ClearBridge Investments
New York
$215M +$399K +7,056 +0.2%
CCCA
9
Center Coast Capital Advisors
Texas
$188M -$2.13M -37,618 -1%
JP Morgan Chase
10
JP Morgan Chase
New York
$162M +$58.2M +1,029,604 +48%
CIBC Private Wealth Group
11
CIBC Private Wealth Group
Georgia
$149M +$38M +671,458 +30%
HFA
12
Harvest Fund Advisors
Pennsylvania
$114M +$22.1M +389,822 +21%
NIM
13
NXG Investment Management
Texas
$108M -$4.02M -71,023 -3%
Citigroup
14
Citigroup
New York
$93.5M -$2.11M -37,364 -2%
Morgan Stanley
15
Morgan Stanley
New York
$90.6M -$11.6M -204,967 -10%
AR
16
Advisory Research
Illinois
$64.5M -$72.9M -1,289,329 -51%
CS
17
Credit Suisse
Switzerland
$60M -$43.4M -767,489 -40%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$56.8M +$6.76M +119,552 +12%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$54.3M -$3.15M -55,596 -5%
SCA
20
Salient Capital Advisors
Texas
$50.6M -$22.8M -403,005 -29%
WHG
21
Westwood Holdings Group
Texas
$50.6M +$5.55M +98,123 +11%
COPPSERS
22
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$48.5M -$4.19M -74,105 -7%
DPIM
23
Duff & Phelps Investment Management
Illinois
$43.2M -$9.6M -169,760 -17%
DAC
24
Dividend Assets Capital
South Carolina
$41.9M +$791K +13,979 +2%
MHI
25
Miller Howard Investments
New York
$40.8M +$1.48M +26,183 +3%

WPZ Hedge Fund Activity: Q4 2014 in Review

184 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Williams Partners L.P. (WPZ) for Q4 2014, worth a combined $4.84B — down 17% from $5.84B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of WPZ and 26 opened new positions — a net loss of 5 holders — while 69 trimmed existing stakes and 59 added.

The largest buyer was ALPS Advisors, adding an estimated $59.6M. The largest seller was Tortoise Capital Advisors, cutting an estimated $107M.

  • 184 institutional investors held Williams Partners L.P. (WPZ) as of Q4 2014, down from 192 in Q3 2014.
  • Funds reported $4.84B of Williams Partners L.P. stock for Q4 2014, down 17% quarter-over-quarter.
  • 26 funds opened new Williams Partners L.P. positions in Q4 2014 and 31 closed out, a net change of -5 holders.
  • The largest Williams Partners L.P. buyer in Q4 2014 was ALPS Advisors, an estimated $59.6M added.
  • The largest Williams Partners L.P. seller in Q4 2014 was Tortoise Capital Advisors, an estimated $107M sold.

Based on aggregated 13F filings for Q4 2014.