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WPZ

Williams Partners L.P.
WPZ

Delisted

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

298 hedge funds and large institutions have $7.19B invested in Williams Partners L.P. in 2018 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 97 increasing their positions, 98 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more call options, than puts

Call options by funds: $94.7M | Put options by funds: $32M

1% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 98

3% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 39

2% less funds holding

Funds holding: 305298 (-7)

14% less capital invested

Capital invested by funds: $8.37B → $7.19B (-$1.19B)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
298
Holders Change
-7
Holders Change %
-2.3%
% of All Funds
6.83%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.3%
New
38
Increased
97
Reduced
98
Closed
39
Calls
$94.7M
Puts
$32M
Net Calls
+$62.7M
Net Calls Change
+$6.99M
Name Holding Trade Value Shares
Change
Change in
Stake
HFA
1
Harvest Fund Advisors
Pennsylvania
$723M +$820M +21,000,804 New
AA
2
ALPS Advisors
Colorado
$688M -$42M -1,076,470 -5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$648M -$85.6M -2,192,653 -10%
TCA
4
Tortoise Capital Advisors
Kansas
$627M +$203M +5,191,459 +40%
Goldman Sachs
5
Goldman Sachs
New York
$508M +$14.9M +381,986 +3%
KACA
6
Kayne Anderson Capital Advisors
California
$359M -$26.8M -686,890 -6%
CIBC Private Wealth Group
7
CIBC Private Wealth Group
Georgia
$282M +$56.9M +1,456,895 +22%
UBS Group
8
UBS Group
Switzerland
$248M -$39.4M -1,007,959 -12%
O
9
OppenheimerFunds
New York
$239M -$34.8M -891,407 -11%
ClearBridge Investments
10
ClearBridge Investments
New York
$200M -$3.39M -86,750 -1%
JP Morgan Chase
11
JP Morgan Chase
New York
$195M -$10.8M -275,434 -5%
Bank of America
12
Bank of America
North Carolina
$170M +$69.2M +1,772,817 +56%
COPPSERS
13
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$159M +$30M +768,129 +20%
AR
14
Advisory Research
Illinois
$157M -$1.08M -27,691 -0.6%
NIM
15
NXG Investment Management
Texas
$124M +$9.44M +241,639 +7%
EIP
16
Energy Income Partners
Connecticut
$118M -$11.3M -289,440 -8%
Deutsche Bank
17
Deutsche Bank
Germany
$118M +$26M +664,867 +24%
Morgan Stanley
18
Morgan Stanley
New York
$115M -$181M -4,629,535 -58%
SCA
19
Salient Capital Advisors
Texas
$106M +$6.36M +162,894 +6%
AL
20
Appaloosa LP
New Jersey
$93.8M -$38.8M -992,713 -27%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$78.3M -$18.4M -470,416 -17%
MHI
22
Miller Howard Investments
New York
$72.1M +$21.9M +560,396 +37%
EGA
23
Eagle Global Advisors
Texas
$70.4M -$451K -11,537 -0.6%
ICA
24
Infrastructure Capital Advisors
New York
$49.7M -$24.3M -622,972 -30%
GXMC
25
Global X Management Company
New York
$48.3M -$1.22M -31,179 -2%

WPZ Hedge Fund Activity: Q1 2018 in Review

298 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Williams Partners L.P. (WPZ) for Q1 2018, worth a combined $7.19B — down 14% from $8.37B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of WPZ and 38 opened new positions — a net loss of 1 holder — while 98 trimmed existing stakes and 97 added.

The largest buyer was Tortoise Capital Advisors, adding an estimated $203M. The largest seller was Blackstone Inc, exiting entirely with an estimated $692M sold.

  • 298 institutional investors held Williams Partners L.P. (WPZ) as of Q1 2018, down from 305 in Q4 2017.
  • Funds reported $7.19B of Williams Partners L.P. stock for Q1 2018, down 14% quarter-over-quarter.
  • 38 funds opened new Williams Partners L.P. positions in Q1 2018 and 39 closed out, a net change of -1 holder.
  • The largest Williams Partners L.P. buyer in Q1 2018 was Tortoise Capital Advisors, an estimated $203M added.
  • The largest Williams Partners L.P. seller in Q1 2018 was Blackstone Inc, an estimated $692M sold.

Based on aggregated 13F filings for Q1 2018.