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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
ECM
426
EagleClaw Capital Management
Massachusetts
$2.23M +$133K +3,900 +6%
RIM
427
Redwood Investment Management
Arizona
$2.14M +$32K +939 +2%
NMERB
428
New Mexico Educational Retirement Board
New Mexico
$2.14M +$147K +4,300 +7%
BIC
429
Beach Investment Counsel
Pennsylvania
$2.13M -$8.87K -260 -0.4%
DCM
430
Davidson Capital Management
Texas
$2.09M +$397K +11,633 +23%
TA
431
TKG Advisors
Indiana
$2.09M -$43K -1,260 -2%
NW
432
NewEdge Wealth
Pennsylvania
$2.05M +$383K +11,237 +23%
AWM
433
Axxcess Wealth Management
California
$2.04M +$1.06M +31,053 +105%
TW
434
Transform Wealth
Colorado
$2.03M +$1.36K +40 +0.1%
CA
435
Cetera Advisors
Colorado
$2.02M -$1.14M -33,514 -36%
OAM
436
Occidental Asset Management
California
$2M +$148K +4,343 +8%
KCG
437
Kinsale Capital Group
Virginia
$1.99M +$236K +6,907 +13%
HW
438
Hancock Whitney
Mississippi
$1.98M -$159K -4,653 -7%
CB
439
CNB Bank
Pennsylvania
$1.96M -$24.7K -724 -1%
FCB
440
First County Bank
Connecticut
$1.95M -$433K -12,696 -18%
LFG
441
Larson Financial Group
Missouri
$1.94M -$11.3K -330 -0.6%
FWIA
442
Fort Washington Investment Advisors
Ohio
$1.94M -$2.97M -87,044 -60%
RCG
443
Resource Consulting Group
Florida
$1.92M
MMG
444
Monetary Management Group
Missouri
$1.91M
EGM
445
Engineers Gate Manager
New York
$1.89M +$1.92M +56,187 New
FFS
446
Founders Financial Securities
Maryland
$1.89M +$101K +2,947 +6%
QCM
447
Quantinno Capital Management
New York
$1.88M +$566K +16,591 +42%
UM
448
UniSuper Management
Australia
$1.87M +$1.6M +46,854 +539%
ST
449
Sentinel Trust
Texas
$1.85M
PBK
450
Peoples Bank (Kansas)
Kansas
$1.85M +$1.87M +54,809 New

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.