We are live on ! Find out more
WMB icon

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
PFPT
476
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.6M +$109K +3,189 +7%
VHAM
477
Van Hulzen Asset Management
California
$1.6M +$1.37M +40,000 +540%
LC
478
Lavaca Capital
Texas
$1.59M
KPWS
479
Kestra Private Wealth Services
Texas
$1.59M -$131K -3,834 -8%
BC
480
Burney Company
Virginia
$1.59M +$108K +3,157 +7%
BFM
481
Boothbay Fund Management
New York
$1.57M +$354K +10,364 +29%
Carson Wealth (CWM LLC)
482
Carson Wealth (CWM LLC)
Nebraska
$1.57M +$175K +5,133 +12%
AW
483
Alaethes Wealth
Nevada
$1.55M +$4.3K +126 +0.3%
NAMA
484
Nikko Asset Management Americas
New York
$1.55M -$84.7K -2,481 -5%
EC
485
Elequin Capital
New York
$1.55M +$1.57M +46,000 New
CFGS
486
Concourse Financial Group Securities
Alabama
$1.53M +$50.7K +1,487 +3%
AAA
487
Adams Asset Advisors
Texas
$1.52M
BMSSC
488
B. Metzler seel. Sohn & Co
Germany
$1.51M +$231K +6,769 +18%
IB
489
Intrust Bank
Kansas
$1.5M +$62.4K +1,827 +4%
HWAM
490
Hennion & Walsh Asset Management
New Jersey
$1.5M -$26K -761 -2%
TI
491
Tidal Investments
Wisconsin
$1.49M -$113K -3,307 -7%
MSAM
492
Moloney Securities Asset Management
Missouri
$1.47M +$12K +353 +0.8%
KRSITF
493
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.44M -$31.7K -928 -2%
WANY
494
Wealthspire Advisors (New York)
New York
$1.44M +$882K +25,834 +152%
MYIA
495
Mount Yale Investment Advisors
Colorado
$1.44M -$31.5K -924 -2%
CCA
496
Cadent Capital Advisors
Oklahoma
$1.44M -$14.5K -425 -1%
CC
497
Centiva Capital
New York
$1.43M +$1.45M +42,539 New
SO
498
STRS Ohio
Ohio
$1.43M -$109K -3,181 -7%
BAMF
499
BI Asset Management Fondsmaeglerselskab
Denmark
$1.43M -$3.48K -102 -0.2%
GAM
500
Gotham Asset Management
New York
$1.43M +$1.45M +42,409 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.