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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
P
301
Paradiem
Louisiana
$4.9M +$266K +7,802 +6%
Envestnet Portfolio Solutions
302
Envestnet Portfolio Solutions
Illinois
$4.9M +$4.96M +145,302 New
BC
303
Barnett & Company
Tennessee
$4.89M -$5.12K -150 -0.1%
HCA
304
Horan Capital Advisors
Ohio
$4.88M -$149K -4,362 -3%
MIM
305
Morningstar Investment Management
Illinois
$4.84M -$18.4K -538 -0.4%
EI
306
Ethic Inc
New York
$4.83M +$1.31M +38,532 +37%
SI
307
Stephens Inc
Arkansas
$4.77M -$448K -13,120 -8%
AAM
308
Aureus Asset Management
Massachusetts
$4.74M -$83K -2,433 -2%
DAC
309
Dividend Assets Capital
South Carolina
$4.71M -$335K -9,805 -7%
Thrivent Financial for Lutherans
310
Thrivent Financial for Lutherans
Minnesota
$4.7M -$143K -4,202 -3%
Hudson Bay Capital Management
311
Hudson Bay Capital Management
Connecticut
$4.68M +$4.74M +138,851 New
Creative Planning
312
Creative Planning
Kansas
$4.51M -$451K -13,224 -9%
IMPI
313
Ilmarinen Mutual Pension Insurance
Finland
$4.38M
MPWT
314
MassMutual Private Wealth & Trust
Connecticut
$4.38M +$2.76K +81 +0.1%
Wealthfront Advisers
315
Wealthfront Advisers
California
$4.36M -$56.2K -1,648 -1%
BCI
316
Brinker Capital Investments
Pennsylvania
$4.34M -$527K -15,439 -11%
OPS
317
Orion Portfolio Solutions
Nebraska
$4.34M -$527K -15,439 -11%
CWP
318
Cyndeo Wealth Partners
Florida
$4.32M +$117K +3,420 +3%
BC
319
Bartlett & Co
Ohio
$4.29M -$101K -2,955 -2%
BCWM
320
Bartlett & Co Wealth Management
Ohio
$4.29M -$101K -2,955 -2%
CBT
321
Central Bank & Trust
Kentucky
$4.21M +$34.2K +1,001 +0.8%
Man Group
322
Man Group
United Kingdom
$4.19M -$1.66M -48,523 Closed
ASN
323
Advisory Services Network
Georgia
$4.16M -$1.78M -52,070 -30%
CWM
324
Compass Wealth Management
Connecticut
$4.13M -$32.7K -957 -0.8%
FIA
325
Foundations Investment Advisors
Arizona
$4.13M -$485K -14,219 -10%

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.