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Williams Companies

1,149 hedge funds and large institutions have $34.6B invested in Williams Companies in 2022 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 499 increasing their positions, 332 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 83

50% more repeat investments, than reductions

Existing positions increased: 499 | Existing positions reduced: 332

15% more capital invested

Capital invested by funds: $30.1B → $34.6B (+$4.54B)

13% more call options, than puts

Call options by funds: $243M | Put options by funds: $215M

10% more funds holding in top 10

Funds holding in top 10: 3134 (+3)

5% more funds holding

Funds holding: 1,0971,149 (+52)

0.61% less ownership

Funds ownership: 86.41%85.8% (-0.61%)

Holders
1,149
Holders Change
+52
Holders Change %
+4.74%
% of All Funds
18.47%
Holding in Top 10
34
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.68%
% of All Funds
0.55%
New
156
Increased
499
Reduced
332
Closed
83
Calls
$243M
Puts
$215M
Net Calls
+$27.9M
Net Calls Change
-$96.1M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$266M +$30.2M +928,532 +13%
UBS Group
27
UBS Group
Switzerland
$260M +$25.8M +792,093 +11%
KACA
28
Kayne Anderson Capital Advisors
California
$250M -$6.05M -185,908 -2%
Wells Fargo
29
Wells Fargo
California
$242M +$11.5M +352,981 +5%
Charles Schwab
30
Charles Schwab
California
$215M +$3.79M +116,320 +2%
CI Investments Inc
31
CI Investments Inc
Ontario, Canada
$205M -$4.29M -131,866 -2%
American Century Companies
32
American Century Companies
Missouri
$197M +$39.6M +1,217,004 +26%
Amundi
33
Amundi
France
$190M -$539K -16,560 -0.3%
N
34
Nuveen
North Carolina
$185M -$11.7M -358,284 -6%
CB
35
Cooke & Bieler
Pennsylvania
$164M -$5.02M -154,167 -3%
Swiss National Bank
36
Swiss National Bank
Switzerland
$163M -$10.6M -325,997 -6%
BC
37
Brookfield Corp
Ontario, Canada
$155M +$20.2M +619,805 +15%
EIP
38
Energy Income Partners
Connecticut
$146M +$1.61M +49,487 +1%
WHG
39
Westwood Holdings Group
Texas
$140M +$137M +4,221,776 +11,762%
SAM
40
Silvercrest Asset Management
New York
$135M -$569K -17,464 -0.4%
Jennison Associates
41
Jennison Associates
New York
$128M -$76.2M -2,340,029 -38%
Janus Henderson Group
42
Janus Henderson Group
United Kingdom
$128M -$23.6M -723,538 -16%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$120M +$252K +7,727 +0.2%
CIA
44
ClearBridge Investments (Australia)
Australia
$119M +$41.3M +1,268,639 +54%
BG
45
Bahl & Gaynor
Ohio
$118M +$27.7M +851,057 +31%
Wellington Management Group
46
Wellington Management Group
Massachusetts
$118M -$2.47M -75,907 -2%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$113M +$1.08M +33,130 +1%
JMPWA
48
JP Morgan Private Wealth Advisors
California
$113M +$1.52M +46,750 +1%
Mirae Asset Global Investments
49
Mirae Asset Global Investments
South Korea
$110M +$8.4M +257,871 +8%
Stifel Financial
50
Stifel Financial
Missouri
$106M +$3.16M +97,052 +3%

WMB Hedge Fund Activity: Q4 2022 in Review

1,149 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q4 2022, worth a combined $34.6B — up 15% from $30.1B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new WMB positions and 83 closed out — a net gain of 73 holders — while 499 added to existing stakes and 332 trimmed.

The largest buyer was Westwood Holdings Group, adding an estimated $137M. The largest seller was Dodge & Cox, cutting an estimated $338M.

  • 1,149 institutional investors held Williams Companies (WMB) as of Q4 2022, up from 1,097 in Q3 2022.
  • Funds reported $34.6B of Williams Companies stock for Q4 2022, up 15% quarter-over-quarter.
  • 156 funds opened new Williams Companies positions in Q4 2022 and 83 closed out, a net change of +73 holders.
  • The largest Williams Companies buyer in Q4 2022 was Westwood Holdings Group, an estimated $137M added.
  • The largest Williams Companies seller in Q4 2022 was Dodge & Cox, an estimated $338M sold.

Based on aggregated 13F filings for Q4 2022.