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Williams Companies

1,136 hedge funds and large institutions have $31.2B invested in Williams Companies in 2023 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 486 increasing their positions, 389 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $284M | Put options by funds: $177M

25% more repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 389

6% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 93

0.01% more ownership

Funds ownership: 85.8%85.82% (+0.01%)

1% less funds holding

Funds holding: 1,1501,136 (-14)

10% less capital invested

Capital invested by funds: $34.6B → $31.2B (-$3.44B)

32% less funds holding in top 10

Funds holding in top 10: 3423 (-11)

Holders
1,136
Holders Change
-14
Holders Change %
-1.22%
% of All Funds
18.1%
Holding in Top 10
23
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-32.35%
% of All Funds
0.37%
New
99
Increased
486
Reduced
389
Closed
93
Calls
$284M
Puts
$177M
Net Calls
+$107M
Net Calls Change
+$79.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$253M +$12.3M +398,824 +5%
KACA
27
Kayne Anderson Capital Advisors
California
$248M +$21.4M +693,300 +9%
Mackenzie Financial
28
Mackenzie Financial
Ontario, Canada
$236M -$31.5M -1,018,708 -11%
UBS Group
29
UBS Group
Switzerland
$233M -$2.45M -79,373 -1%
Wells Fargo
30
Wells Fargo
California
$215M -$4.73M -153,196 -2%
Amundi
31
Amundi
France
$206M +$31.7M +1,025,132 +18%
Charles Schwab
32
Charles Schwab
California
$196M +$1.27M +41,225 +0.6%
CI Investments Inc
33
CI Investments Inc
Ontario, Canada
$180M -$6.27M -202,832 -3%
BG
34
Bahl & Gaynor
Ohio
$151M +$44.8M +1,450,243 +40%
CB
35
Cooke & Bieler
Pennsylvania
$145M -$4.13M -133,770 -3%
Swiss National Bank
36
Swiss National Bank
Switzerland
$144M -$3.63M -117,400 -2%
American Century Companies
37
American Century Companies
Missouri
$143M -$36.8M -1,190,697 -20%
N
38
Nuveen
North Carolina
$143M -$26.4M -853,652 -15%
WHG
39
Westwood Holdings Group
Texas
$131M +$4.35M +140,851 +3%
BC
40
Brookfield Corp
Ontario, Canada
$131M -$9.33M -302,161 -6%
1832 Asset Management
41
1832 Asset Management
Ontario, Canada
$129M +$52.6M +1,703,152 +65%
Janus Henderson Group
42
Janus Henderson Group
United Kingdom
$117M +$1.15M +37,184 +1%
EIP
43
Energy Income Partners
Connecticut
$116M -$17.5M -566,570 -13%
Stifel Financial
44
Stifel Financial
Missouri
$115M +$19.8M +640,932 +20%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$108M -$715K -23,158 -0.6%
Wellington Management Group
46
Wellington Management Group
Massachusetts
$106M -$1.12M -36,280 -1%
JMPWA
47
JP Morgan Private Wealth Advisors
California
$103M +$395K +12,771 +0.4%
Jennison Associates
48
Jennison Associates
New York
$101M -$15.8M -511,352 -13%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$100M -$2.3M -74,465 -2%
Blackstone Inc
50
Blackstone Inc
New York
$100M -$174M -5,642,544 -63%

WMB Hedge Fund Activity: Q1 2023 in Review

1,136 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q1 2023, worth a combined $31.2B — down 9.9% from $34.6B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new WMB positions and 93 closed out — a net gain of 6 holders — while 486 added to existing stakes and 389 trimmed.

The largest buyer was Millennium Management, adding an estimated $274M. The largest seller was Deutsche Bank, cutting an estimated $585M.

  • 1,136 institutional investors held Williams Companies (WMB) as of Q1 2023, down from 1,150 in Q4 2022.
  • Funds reported $31.2B of Williams Companies stock for Q1 2023, down 9.9% quarter-over-quarter.
  • 99 funds opened new Williams Companies positions in Q1 2023 and 93 closed out, a net change of +6 holders.
  • The largest Williams Companies buyer in Q1 2023 was Millennium Management, an estimated $274M added.
  • The largest Williams Companies seller in Q1 2023 was Deutsche Bank, an estimated $585M sold.

Based on aggregated 13F filings for Q1 2023.