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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
UH
376
Unigestion Holding
Switzerland
$2.83M +$48.5K +1,422 +2%
TYCC
377
Texas Yale Capital Corp
Florida
$2.82M
AF
378
Arrow Financial
New York
$2.82M -$70.6K -2,069 -2%
Nordea Investment Management
379
Nordea Investment Management
Sweden
$2.8M -$481K -14,097 -15%
HIMCH
380
Hartford Investment Management Co (HIMCO)
Connecticut
$2.79M -$87.8K -2,574 -3%
DADC
381
D.A. Davidson & Co
Montana
$2.79M -$22.6K -661 -0.8%
M&T Bank
382
M&T Bank
New York
$2.77M -$41.7K -1,222 -1%
SSG
383
Summit Securities Group
New York
$2.76M +$2.74M +80,207 +5,035%
PAG
384
Private Advisor Group
New Jersey
$2.74M +$54.8K +1,605 +2%
UAS
385
United Asset Strategies
New York
$2.74M +$434K +12,722 +19%
CCB
386
Cutter & Co Brokerage
Missouri
$2.73M -$26.9K -787 -1%
USCWA
387
U.S. Capital Wealth Advisors
Texas
$2.7M +$157K +4,612 +6%
PAS
388
Park Avenue Securities
New York
$2.7M +$62.2K +1,822 +2%
MFG
389
Merit Financial Group
Georgia
$2.7M -$57.1K -1,673 -2%
BF
390
BOK Financial
Oklahoma
$2.68M +$26.3K +771 +1%
API
391
Advisor Partners II
California
$2.63M +$156K +4,557 +6%
OSAM
392
O'Shaughnessy Asset Management
Connecticut
$2.62M +$666K +19,502 +34%
SA
393
SL Advisors
New Jersey
$2.61M -$2.08K -61 -0.1%
VPIM
394
Vanguard Personalized Indexing Management
California
$2.6M -$332K -9,715 -11%
CCMT
395
CMT Capital Markets Trading
Germany
$2.58M +$2.13M +62,500 +446%
LSERS
396
Louisiana State Employees Retirement System
Louisiana
$2.54M
Kovitz Investment Group Partners
397
Kovitz Investment Group Partners
Illinois
$2.49M -$102K -3,000 -4%
PA
398
Profund Advisors
Maryland
$2.49M -$131K -3,837 -5%
OA
399
Oxbow Advisors
Texas
$2.48M
WAAG
400
Wealth Alliance Advisory Group
Kansas
$2.47M -$42.5K -1,244 -2%

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.