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Williams Companies

1,145 hedge funds and large institutions have $34.3B invested in Williams Companies in 2023 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 459 increasing their positions, 404 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $346M | Put options by funds: $199M

22% more funds holding in top 10

Funds holding in top 10: 2328 (+5)

20% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 86

14% more repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 404

10% more capital invested

Capital invested by funds: $31.2B → $34.3B (+$3.12B)

0.81% more ownership

Funds ownership: 85.82%86.63% (+0.81%)

1% more funds holding

Funds holding: 1,1361,145 (+9)

Holders
1,145
Holders Change
+9
Holders Change %
+0.79%
% of All Funds
17.98%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.44%
New
103
Increased
459
Reduced
404
Closed
86
Calls
$346M
Puts
$199M
Net Calls
+$147M
Net Calls Change
+$39.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
401
Cohen Capital Management
California
$2.44M
SWS
402
SYSTM Wealth Solutions
Illinois
$2.43M +$114K +3,786 +5%
WAAG
403
Wealth Alliance Advisory Group
Kansas
$2.43M +$2.24M +74,577 New
AAS
404
Annex Advisory Services
Wisconsin
$2.43M +$2.24M +74,472 New
VI
405
Vestcor Inc
New Brunswick, Canada
$2.41M +$725K +24,151 +49%
API
406
Advisor Partners II
California
$2.4M +$641K +21,357 +41%
OA
407
Oxbow Advisors
Texas
$2.4M +$15.7K +522 +0.7%
TPA
408
Trivium Point Advisory
Connecticut
$2.37M +$27.2K +907 +1%
CAM
409
Cozad Asset Management
Illinois
$2.35M -$1.35K -45 -0.1%
IWC
410
Integrated Wealth Concepts
Massachusetts
$2.35M +$152K +5,071 +8%
FA
411
FDx Advisors
Illinois
$2.31M -$2.5M -83,291 -54%
FCB
412
First County Bank
Connecticut
$2.3M -$289K -9,641 -12%
PCM
413
Pentwater Capital Management
Florida
$2.28M
SGC
414
Slocum, Gordon & Co
Rhode Island
$2.27M -$18K -600 -0.9%
BI
415
Bramshill Investments
Florida
$2.25M
CGH
416
Crossmark Global Holdings
Texas
$2.25M -$43.9K -1,462 -2%
3IP
417
3Chopt Investment Partners
Virginia
$2.25M -$141K -4,706 -6%
HI
418
Horizon Investments
North Carolina
$2.24M +$265K +8,828 +15%
UAS
419
United Asset Strategies
New York
$2.24M -$1.89K -63 -0.1%
ASA
420
Armstrong Shaw Associates
Connecticut
$2.22M -$271K -9,023 -12%
RCM
421
Raleigh Capital Management
North Carolina
$2.21M -$148K -4,936 -7%
FB
422
Fulton Bank
Pennsylvania
$2.21M -$201K -6,687 -9%
SIA
423
Strategic Investment Advisors
Michigan
$2.17M +$1.69M +56,342 +548%
Barrow, Hanley, Mewhinney & Strauss
424
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.16M
MGIA
425
Moneta Group Investment Advisors
Missouri
$2.16M +$11K +368 +0.6%