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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
AP
351
Americana Partners
Texas
$3.38M -$55.4K -1,622 -2%
TRCT
352
Tower Research Capital (TRC)
New York
$3.36M +$2.95M +86,317 +639%
KWM
353
Kingsview Wealth Management
Oregon
$3.29M +$184K +5,406 +6%
FHB
354
First Hawaiian Bank
Hawaii
$3.28M -$36.9K -1,081 -1%
AIM
355
Achmea Investment Management
Netherlands
$3.27M -$143K -4,192 -4%
BNP Paribas Asset Management
356
BNP Paribas Asset Management
France
$3.27M +$151K +4,428 +5%
KRS
357
Kentucky Retirement Systems
Kentucky
$3.23M -$71K -2,079 -2%
AG
358
Ascent Group
Virginia
$3.22M -$42K -1,231 -1%
MGP
359
Metis Global Partners
California
$3.18M +$241K +7,052 +8%
PGFC
360
Peapack-Gladstone Financial Corp
New Jersey
$3.18M -$128K -3,750 -4%
OPERF
361
Oregon Public Employees Retirement Fund
Oregon
$3.17M -$26.1K -764 -0.8%
WI
362
WBI Investments
New Jersey
$3.12M +$3.16M +92,586 New
HAI
363
Hennessy Advisors Inc
California
$3.1M -$495K -14,500 -14%
GI
364
GS Investments
Minnesota
$3.08M -$3.07K -90 -0.1%
VIP
365
Vantage Investment Partners
Missouri
$2.95M +$2.99M +87,500 New
AC
366
Asio Capital
Kentucky
$2.95M -$22.9K -670 -0.8%
SAM
367
Securian Asset Management
Minnesota
$2.94M -$511K -14,969 -15%
GSC
368
G&S Capital
Colorado
$2.92M -$130K -3,809 -4%
AWCI
369
Alpine Woods Capital Investors
New York
$2.92M -$410K -12,014 -12%
RAM
370
Roanoke Asset Management
New Jersey
$2.91M -$10.1K -295 -0.3%
FC
371
Forte Capital
New York
$2.9M -$16.5K -484 -0.6%
Loomis, Sayles & Company
372
Loomis, Sayles & Company
Massachusetts
$2.89M -$150K -4,393 -5%
CQS
373
Credential Qtrade Securities
$2.85M -$67.6K -1,981 -2%
PPWP
374
Proquility Private Wealth Partners
Nevada
$2.83M -$27.2K -796 -0.9%
AAS
375
Annex Advisory Services
Wisconsin
$2.83M +$324K +9,482 +13%

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.