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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
BFG
251
Bleakley Financial Group
New Jersey
$6.55M +$26K +763 +0.4%
SS
252
Simplicity Solutions
Minnesota
$6.55M +$26.4K +774 +0.4%
Wealth Enhancement Advisory Services
253
Wealth Enhancement Advisory Services
Minnesota
$6.43M +$6.51M +190,838 New
PAIM
254
Punch & Associates Investment Management
Minnesota
$6.35M -$2.74M -80,175 -30%
LW
255
Linscomb Wealth
Texas
$6.35M -$193K -5,663 -3%
SCA
256
Stokes Capital Advisors
South Carolina
$6.33M +$12.9K +377 +0.2%
DC
257
Davenport & Co
Virginia
$6.32M -$60.9K -1,784 -0.9%
NAM
258
Nissay Asset Management
Japan
$6.3M -$280K -8,206 -4%
GLR
259
Great Lakes Retirement
Ohio
$6.25M +$260K +7,618 +4%
CAPTRUST Financial Advisors
260
CAPTRUST Financial Advisors
North Carolina
$6.24M +$289K +8,460 +5%
MIM
261
Merrion Investment Management
New Jersey
$6.22M -$68.3K -2,000 -1%
KAS
262
Kestra Advisory Services
Texas
$6.22M -$5.19M -152,017 -45%
State of Tennessee, Department of Treasury
263
State of Tennessee, Department of Treasury
Tennessee
$6.21M -$108K -3,153 -2%
Public Employees Retirement Association of Colorado
264
Public Employees Retirement Association of Colorado
Colorado
$6.19M -$4.67K -137 -0.1%
Cambridge Investment Research Advisors
265
Cambridge Investment Research Advisors
Iowa
$6.18M -$127K -3,725 -2%
AMAL
266
Asset Management Advisors LLC
Oklahoma
$6.18M -$59K -1,730 -0.9%
TPCW
267
TD Private Client Wealth
New York
$6.15M -$422K -12,355 -6%
AI
268
Atria Investments
North Carolina
$6.08M +$281K +8,226 +5%
X
269
Xponance
Pennsylvania
$6.03M +$401K +11,740 +7%
SMDAM
270
Sumitomo Mitsui DS Asset Management
Japan
$5.95M +$242K +7,105 +4%
SIA
271
Sit Investment Associates
Minnesota
$5.94M -$686K -20,090 -10%
TC
272
Telemus Capital
Michigan
$5.93M -$22.3K -652 -0.4%
Schroder Investment Management Group
273
Schroder Investment Management Group
United Kingdom
$5.89M +$734K +21,499 +14%
OC
274
Oppenheimer & Co
New York
$5.88M -$270K -7,922 -4%
CIG
275
Consolidated Investment Group
Colorado
$5.85M

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.