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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
BPA
326
Beacon Pointe Advisors
California
$4.09M +$2.63M +77,132 +174%
CIA
327
Capital Investment Advisors
Georgia
$4.08M -$115K -3,372 -3%
BIM
328
Bridgecreek Investment Management
Oklahoma
$4.06M +$1.95K +57 +0%
CS
329
Candriam SCA
Luxembourg
$3.93M -$316K -9,271 -7%
Fifth Third Bancorp
330
Fifth Third Bancorp
Ohio
$3.88M +$277K +8,120 +8%
QC
331
Quadrature Capital
United Kingdom
$3.87M -$730K -21,385 -16%
HPG
332
Harvest Portfolios Group
Ontario, Canada
$3.85M -$17.2K -504 -0.4%
GIBU
333
Gulf International Bank (UK)
United Kingdom
$3.79M -$331K -9,705 -8%
ZIM
334
Zacks Investment Management
Illinois
$3.74M -$188K -5,518 -5%
BCIM
335
British Columbia Investment Management
British Columbia, Canada
$3.73M +$30.4K +892 +0.8%
BFS
336
Bradley Foster & Sargent
Connecticut
$3.7M
BCM
337
Brasada Capital Management
Texas
$3.69M -$9.15K -268 -0.2%
Teacher Retirement System of Texas
338
Teacher Retirement System of Texas
Texas
$3.66M -$1.38M -40,583 -27%
Mercer Global Advisors
339
Mercer Global Advisors
Colorado
$3.63M -$1.15M -33,562 -24%
AGP
340
Autumn Glory Partners
Texas
$3.63M +$805K +23,579 +28%
SYBT
341
Stock Yards Bank & Trust
Kentucky
$3.59M -$308K -9,038 -8%
LSAG
342
Lake Street Advisors Group
New Hampshire
$3.59M -$115K -3,372 -3%
PH
343
Pinnacle Holdings
Oklahoma
$3.56M -$236K -6,910 -6%
IWP
344
Icon Wealth Partners
Texas
$3.5M +$319K +9,334 +10%
CAL
345
Capital Analysts LLC
Pennsylvania
$3.5M +$104K +3,059 +3%
SSI
346
Scott & Selber Inc
Texas
$3.49M -$11.5K -337 -0.3%
ATC
347
Argent Trust Co
Tennessee
$3.46M -$208K -6,095 -6%
EMPI
348
Elo Mutual Pension Insurance
Finland
$3.44M +$57.3K +1,678 +2%
FBT
349
First Bank & Trust
South Dakota
$3.43M +$429K +12,584 +14%
IIM
350
Intact Investment Management
Quebec, Canada
$3.4M

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.