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Williams Companies

1,136 hedge funds and large institutions have $31.2B invested in Williams Companies in 2023 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 486 increasing their positions, 389 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $284M | Put options by funds: $177M

25% more repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 389

6% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 93

0.01% more ownership

Funds ownership: 85.8%85.82% (+0.01%)

1% less funds holding

Funds holding: 1,1501,136 (-14)

10% less capital invested

Capital invested by funds: $34.6B → $31.2B (-$3.44B)

32% less funds holding in top 10

Funds holding in top 10: 3423 (-11)

Holders
1,136
Holders Change
-14
Holders Change %
-1.22%
% of All Funds
18.1%
Holding in Top 10
23
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-32.35%
% of All Funds
0.37%
New
99
Increased
486
Reduced
389
Closed
93
Calls
$284M
Puts
$177M
Net Calls
+$107M
Net Calls Change
+$79.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
326
Signature Wealth Management Group
Georgia
$4.03M +$81.6K +2,641 +2%
Los Angeles Capital Management
327
Los Angeles Capital Management
California
$3.98M -$21.3M -689,579 -84%
FIA
328
Foundations Investment Advisors
Arizona
$3.9M +$1.05M +33,875 +35%
Wealthfront Advisers
329
Wealthfront Advisers
California
$3.84M -$1.01M -32,856 -20%
HPG
330
Harvest Portfolios Group
Ontario, Canada
$3.84M +$481K +15,570 +14%
P
331
Paradiem
Louisiana
$3.78M +$294K +9,527 +8%
CIA
332
Capital Investment Advisors
Georgia
$3.77M +$62.5K +2,022 +2%
CWP
333
Cyndeo Wealth Partners
Florida
$3.65M +$153K +4,955 +4%
ZIM
334
Zacks Investment Management
Illinois
$3.62M +$130K +4,203 +4%
RIM
335
Reliant Investment Management
Tennessee
$3.62M -$290K -9,395 -7%
BIM
336
Bridgecreek Investment Management
Oklahoma
$3.6M
CAM
337
Cresset Asset Management
Illinois
$3.47M +$1.31M +42,265 +57%
FWIA
338
Fort Washington Investment Advisors
Ohio
$3.46M +$1.48M +48,013 +71%
CS
339
Candriam SCA
Luxembourg
$3.46M -$512K -16,573 -12%
SYBT
340
Stock Yards Bank & Trust
Kentucky
$3.43M +$40.7K +1,318 +1%
PH
341
Pinnacle Holdings
Oklahoma
$3.42M +$18.2K +590 +0.5%
UH
342
Unigestion Holding
Switzerland
$3.38M -$538K -17,413 -13%
TI
343
Trexquant Investment
Connecticut
$3.33M +$3.44M +111,443 New
Mercer Global Advisors
344
Mercer Global Advisors
Colorado
$3.31M +$74.3K +2,405 +2%
EI
345
Ethic Inc
New York
$3.3M +$3.08M +99,812 +936%
MPWT
346
MassMutual Private Wealth & Trust
Connecticut
$3.3M +$218K +7,063 +7%
LSAG
347
Lake Street Advisors Group
New Hampshire
$3.27M +$45.2K +1,464 +1%
CWM
348
Compass Wealth Management
Connecticut
$3.26M +$596K +19,300 +21%
ATC
349
Argent Trust Co
Tennessee
$3.26M +$436K +14,127 +15%
BCIM
350
British Columbia Investment Management
British Columbia, Canada
$3.24M +$16.6K +538 +0.5%

WMB Hedge Fund Activity: Q1 2023 in Review

1,136 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q1 2023, worth a combined $31.2B — down 9.9% from $34.6B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new WMB positions and 93 closed out — a net gain of 6 holders — while 486 added to existing stakes and 389 trimmed.

The largest buyer was Millennium Management, adding an estimated $274M. The largest seller was Deutsche Bank, cutting an estimated $585M.

  • 1,136 institutional investors held Williams Companies (WMB) as of Q1 2023, down from 1,150 in Q4 2022.
  • Funds reported $31.2B of Williams Companies stock for Q1 2023, down 9.9% quarter-over-quarter.
  • 99 funds opened new Williams Companies positions in Q1 2023 and 93 closed out, a net change of +6 holders.
  • The largest Williams Companies buyer in Q1 2023 was Millennium Management, an estimated $274M added.
  • The largest Williams Companies seller in Q1 2023 was Deutsche Bank, an estimated $585M sold.

Based on aggregated 13F filings for Q1 2023.