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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
FA
401
FDx Advisors
Illinois
$2.46M +$77.2K +2,263 +3%
HI
402
Horizon Investments
North Carolina
$2.43M +$111K +3,255 +5%
CAM
403
Cozad Asset Management
Illinois
$2.41M -$11.1K -326 -0.5%
FIM
404
FWL Investment Management
Texas
$2.39M +$213K +6,235 +10%
TPA
405
Trivium Point Advisory
Connecticut
$2.38M -$17.9K -524 -0.7%
VRM
406
Vectors Research Management
New York
$2.37M +$543K +15,920 +25%
AQR Capital Management
407
AQR Capital Management
Connecticut
$2.36M -$4.71M -137,911 -66%
PCM
408
Pentwater Capital Management
Florida
$2.36M
CC
409
Courier Capital
New York
$2.36M +$419K +12,287 +21%
PFO
410
Pathstone Family Office
New Jersey
$2.35M +$1.47M +43,015 +161%
VI
411
Vestcor Inc
New Brunswick, Canada
$2.34M -$151K -4,435 -6%
MOS
412
MGO One Seven
Ohio
$2.33M +$340K +9,962 +17%
CCM
413
Cohen Capital Management
California
$2.31M -$205K -6,000 -8%
FB
414
Fulton Bank
Pennsylvania
$2.31M +$23.9K +701 +1%
SPIA
415
Steward Partners Investment Advisory
New York
$2.3M +$359K +10,512 +18%
ASA
416
Armstrong Shaw Associates
Connecticut
$2.3M
SGC
417
Slocum, Gordon & Co
Rhode Island
$2.29M -$50.3K -1,475 -2%
RCM
418
Raleigh Capital Management
North Carolina
$2.29M -$512 -15 -0%
SWS
419
SYSTM Wealth Solutions
Illinois
$2.28M -$234K -6,859 -9%
IWC
420
Integrated Wealth Concepts
Massachusetts
$2.27M -$148K -4,349 -6%
CGH
421
Crossmark Global Holdings
Texas
$2.27M -$4.78K -140 -0.2%
Barrow, Hanley, Mewhinney & Strauss
422
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.26M +$28.8K +844 +1%
CWM
423
CIBC World Markets
New York
$2.26M -$2.58M -75,634 -53%
3IP
424
3Chopt Investment Partners
Virginia
$2.26M -$57.1K -1,674 -2%
MGIA
425
Moneta Group Investment Advisors
Missouri
$2.24M +$15.7K +460 +0.7%

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.