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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
JHCP
276
Jackson Hole Capital Partners
Oklahoma
$5.84M -$342K -10,014 -5%
CAM
277
Cresset Asset Management
Illinois
$5.82M +$245K +7,166 +4%
PAM
278
Panagora Asset Management
Massachusetts
$5.81M +$111K +3,248 +2%
FLPIM
279
F.L. Putnam Investment Management
Massachusetts
$5.8M -$184K -5,389 -3%
GT
280
Glenmede Trust
Pennsylvania
$5.8M -$1.16M -33,910 -16%
Robeco Institutional Asset Management
281
Robeco Institutional Asset Management
Netherlands
$5.63M +$410K +12,008 +8%
Allspring Global Investments
282
Allspring Global Investments
North Carolina
$5.62M -$6.76M -198,145 -54%
CFG
283
Cambridge Financial Group
Ohio
$5.59M +$5.67M +166,025 New
PA
284
Procyon Advisors
Connecticut
$5.52M +$1.87M +54,840 +50%
MML Investors Services
285
MML Investors Services
Massachusetts
$5.48M -$1.56M -45,822 -22%
BZWA
286
Blue Zone Wealth Advisors
California
$5.46M +$212K +6,216 +4%
SOADOR
287
State of Alaska Department of Revenue
Alaska
$5.3M -$175K -5,120 -3%
Daiwa Securities Group
288
Daiwa Securities Group
Japan
$5.23M +$345K +10,104 +7%
NC
289
NBW Capital
Massachusetts
$5.16M -$40.6K -1,190 -0.8%
OBGC
290
O'Brien Greene & Co
Pennsylvania
$5.16M +$929K +27,235 +22%
GWM
291
Graybill Wealth Management
Illinois
$5.12M +$33.2K +972 +0.6%
RJT
292
Raymond James Trust
Florida
$5.12M +$13.9K +406 +0.3%
AWM
293
AE Wealth Management
Kansas
$5.1M -$56.2K -1,647 -1%
CIC
294
Canal Insurance Company
South Carolina
$5.06M
GHAM
295
Gilman Hill Asset Management
Connecticut
$5.04M -$76.6K -2,245 -1%
WFMPM
296
Woodley Farra Manion Portfolio Management
Indiana
$5.02M +$101K +2,970 +2%
PM
297
Phraction Management
Connecticut
$5.02M +$2.63K +77 +0.1%
PE
298
Point72 Europe
United Kingdom
$4.99M +$5.05M +148,100 New
KBC Group
299
KBC Group
Belgium
$4.96M -$8.73M -255,932 -63%
HKAM
300
Horizon Kinetics Asset Management
New York
$4.96M +$120K +3,504 +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.