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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
RJA
26
Raymond James & Associates
Florida
$285M +$5.83M +170,832 +2%
KACA
27
Kayne Anderson Capital Advisors
California
$280M -$13.2M -387,400 -4%
UBS Group
28
UBS Group
Switzerland
$267M -$21.9M -641,347 -7%
UBS AM
29
UBS AM
Illinois
$251M -$50.6M -1,481,672 -17%
Amundi
30
Amundi
France
$246M +$13.8M +403,432 +6%
Wells Fargo
31
Wells Fargo
California
$239M -$4.58M -134,177 -2%
Mackenzie Financial
32
Mackenzie Financial
Ontario, Canada
$236M -$14.2M -415,415 -5%
Charles Schwab
33
Charles Schwab
California
$226M +$2.43M +71,147 +1%
BG
34
Bahl & Gaynor
Ohio
$221M +$69.7M +2,040,993 +45%
BC
35
Brookfield Corp
Ontario, Canada
$195M -$16.6M -486,957 -8%
American Century Companies
36
American Century Companies
Missouri
$175M -$2.98M -87,363 -2%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$165M +$59.4M +1,740,677 +55%
Stifel Financial
38
Stifel Financial
Missouri
$158M +$4.11M +120,470 +3%
1832 Asset Management
39
1832 Asset Management
Ontario, Canada
$148M -$9.3M -272,391 -6%
N
40
Nuveen
North Carolina
$148M -$702K -20,564 -0.5%
CB
41
Cooke & Bieler
Pennsylvania
$146M -$2.76M -80,796 -2%
CI Investments Inc
42
CI Investments Inc
Ontario, Canada
$135M -$19.3M -565,349 -12%
Swiss National Bank
43
Swiss National Bank
Switzerland
$132M -$16.5M -482,700 -11%
EIP
44
Energy Income Partners
Connecticut
$132M +$2.96M +86,671 +2%
Janus Henderson Group
45
Janus Henderson Group
United Kingdom
$131M -$3.35M -98,216 -2%
WHG
46
Westwood Holdings Group
Texas
$117M -$10.3M -300,531 -8%
JMPWA
47
JP Morgan Private Wealth Advisors
California
$110M +$1.7M +49,689 +2%
JIC
48
Johnson Investment Counsel
Ohio
$108M +$1.83M +53,699 +2%
Barclays
49
Barclays
United Kingdom
$107M +$14.4M +422,316 +15%
EIC
50
Equity Investment Corp
Georgia
$105M -$63.6K -1,864 -0.1%

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.