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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
IIM
351
Intact Investment Management
Quebec, Canada
$3.21M
HAI
352
Hennessy Advisors Inc
California
$3.18M
AWCI
353
Alpine Woods Capital Investors
New York
$3.18M -$1.03M -33,184 -24%
BTWM
354
Baker Tilly Wealth Management
Wisconsin
$3.16M +$178K +5,763 +6%
PGFC
355
Peapack-Gladstone Financial Corp
New Jersey
$3.14M -$69.4K -2,245 -2%
AP
356
Americana Partners
Texas
$3.14M +$399K +12,912 +14%
IWP
357
Icon Wealth Partners
Texas
$3.14M +$3.24M +104,996 New
SSA
358
Schonfeld Strategic Advisors
New York
$3.13M +$628K +20,328 +24%
SSI
359
Scott & Selber Inc
Texas
$3.11M +$8.62K +279 +0.3%
Loomis, Sayles & Company
360
Loomis, Sayles & Company
Massachusetts
$3.09M -$13K -421 -0.4%
SAM
361
Securian Asset Management
Minnesota
$3.09M +$13.8K +448 +0.4%
HT
362
HighTower Trust
Texas
$3.08M +$865 +28 +0%
HIMCH
363
Hartford Investment Management Co (HIMCO)
Connecticut
$3.07M +$445K +14,420 +16%
Fifth Third Bancorp
364
Fifth Third Bancorp
Ohio
$3.04M -$203K -6,575 -6%
AIM
365
Achmea Investment Management
Netherlands
$2.96M
EMPI
366
Elo Mutual Pension Insurance
Finland
$2.9M +$93.1K +3,015 +3%
FHB
367
First Hawaiian Bank
Hawaii
$2.9M +$219K +7,100 +8%
MA
368
Mutual Advisors
Nebraska
$2.89M +$39.5K +1,278 +1%
KRS
369
Kentucky Retirement Systems
Kentucky
$2.88M +$15.5K +501 +0.5%
AGP
370
Autumn Glory Partners
Texas
$2.85M -$1.14M -36,960 -28%
AWM
371
AE Wealth Management
Kansas
$2.79M -$270K -8,752 -9%
CA
372
Cetera Advisors
Colorado
$2.78M -$6.33K -205 -0.2%
Nordea Investment Management
373
Nordea Investment Management
Sweden
$2.78M -$52.7K -1,705 -2%
GI
374
GS Investments
Minnesota
$2.74M -$11.3K -365 -0.4%
FC
375
Forte Capital
New York
$2.65M +$261K +8,438 +11%

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.