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Williams Companies

1,145 hedge funds and large institutions have $35.7B invested in Williams Companies in 2023 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 399 increasing their positions, 479 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $376M | Put options by funds: $248M

16% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 75

11% more funds holding in top 10

Funds holding in top 10: 2831 (+3)

4% more capital invested

Capital invested by funds: $34.3B → $35.7B (+$1.35B)

0.39% more ownership

Funds ownership: 86.63%87.02% (+0.39%)

0% less funds holding

Funds holding: 1,1461,145 (-1)

17% less repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 479

Holders
1,145
Holders Change
-1
Holders Change %
-0.09%
% of All Funds
18.17%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.49%
New
87
Increased
399
Reduced
479
Closed
75
Calls
$376M
Puts
$248M
Net Calls
+$128M
Net Calls Change
-$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
EM
226
ELCO Management
New York
$8.36M -$232K -6,808 -3%
MOACM
227
Mutual of America Capital Management
New York
$8.36M -$196K -5,734 -2%
Cetera Investment Advisers
228
Cetera Investment Advisers
Illinois
$8.24M +$1.47M +43,178 +21%
CAG
229
Crestwood Advisors Group
Massachusetts
$7.94M -$517K -15,151 -6%
Assenagon Asset Management
230
Assenagon Asset Management
Luxembourg
$7.94M +$3.61M +105,727 +81%
SLAM
231
Swiss Life Asset Management
$7.79M -$1.13M -33,152 -13%
MC
232
Moors & Cabot
Massachusetts
$7.76M -$38.2K -1,118 -0.5%
Axa
233
Axa
France
$7.64M -$662K -19,403 -8%
CWP
234
CFM Wealth Partners
Texas
$7.6M
GC
235
Guggenheim Capital
Illinois
$7.37M -$1.32M -38,630 -15%
TTWM
236
TCV Trust & Wealth Management
Virginia
$7.29M +$163K +4,783 +2%
GF
237
Gabelli Funds
New York
$7.24M +$352K +10,300 +5%
BCM
238
Barometer Capital Management
Ontario, Canada
$7.22M +$7.31M +214,300 New
SC
239
Skylands Capital
Wisconsin
$7.19M -$836K -24,500 -10%
CNB
240
Czech National Bank
Czech Republic
$7.16M +$2.33M +68,396 +47%
BRWA
241
B. Riley Wealth Advisors
Florida
$7.12M +$103K +3,019 +1%
URS
242
Utah Retirement Systems
Utah
$7.06M +$13.7K +400 +0.2%
Cohen & Steers
243
Cohen & Steers
New York
$7.04M -$259K -7,603 -4%
ICA
244
Infrastructure Capital Advisors
New York
$6.99M -$662K -19,399 -9%
UCFA
245
United Capital Financial Advisors
Texas
$6.91M -$136K -3,979 -2%
YCM
246
Yousif Capital Management
Michigan
$6.85M -$192K -5,620 -3%
ECM
247
Estabrook Capital Management
New York
$6.83M -$135K -3,968 -2%
ACG
248
Aventail Capital Group
New York
$6.74M +$6.83M +200,000 New
NA
249
NewEdge Advisors
Louisiana
$6.65M +$310K +9,085 +5%
HC
250
Hourglass Capital
Texas
$6.58M +$103K +3,030 +2%

WMB Hedge Fund Activity: Q3 2023 in Review

1,145 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q3 2023, worth a combined $35.7B — up 3.9% from $34.3B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new WMB positions and 75 closed out — a net gain of 12 holders — while 399 added to existing stakes and 479 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $373M. The largest seller was BlackRock, cutting an estimated $196M.

  • 1,145 institutional investors held Williams Companies (WMB) as of Q3 2023, down from 1,146 in Q2 2023.
  • Funds reported $35.7B of Williams Companies stock for Q3 2023, up 3.9% quarter-over-quarter.
  • 87 funds opened new Williams Companies positions in Q3 2023 and 75 closed out, a net change of +12 holders.
  • The largest Williams Companies buyer in Q3 2023 was T. Rowe Price Associates, an estimated $373M added.
  • The largest Williams Companies seller in Q3 2023 was BlackRock, an estimated $196M sold.

Based on aggregated 13F filings for Q3 2023.