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Williams Companies
WMB

Overview Fund Activity

1,023 hedge funds and large institutions have $27B invested in Williams Companies in 2021 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 396 increasing their positions, 316 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,023
Holders Change
+64
Holders Change %
+6.67%
% of All Funds
15.8%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.36%
New
163
Increased
396
Reduced
316
Closed
86
Calls
$191M
Puts
$166M
Net Calls
+$24.7M
Net Calls Change
-$24.8M

Top Buyers

1
TCA
Tortoise Capital Advisors
Kansas
+$336M
2
BlackRock
BlackRock
New York
+$210M
3
Bank of America
Bank of America
North Carolina
+$191M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$147M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$123M

Top Sellers

1
Blackstone Inc
Blackstone Inc
New York
-$231M
2
Citadel Advisors
Citadel Advisors
Florida
-$122M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$119M
4
Dodge & Cox
Dodge & Cox
California
-$73M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$67.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFM
526
Forum Financial Management
Illinois
$699K +$699K +26,844 New
FCM
527
Fourpath Capital Management
Oklahoma
$689K +$689K +26,467 New
HCP
528
Holt Capital Partners
Texas
$688K – – –
IC
529
IEQ Capital
California
$685K -$99.8K -3,832 -13%
CIC
530
Cornercap Investment Counsel
Georgia
$684K -$91.2K -3,503 -12%
BG
531
Bollard Group
Massachusetts
$680K +$10.6K +407 +2%
Lido Advisors
532
Lido Advisors
California
$670K -$2.61M -100,208 -80%
NRS
533
Neville Rodie & Shaw
New York
$670K – – –
CM
534
Castleark Management
Illinois
$664K -$226K -8,700 -25%
CF
535
Centaurus Financial
California
$659K -$11.1K -425 -2%
IA
536
IndexIQ Advisors
New York
$658K -$1.82K -70 -0.3%
AWM
537
Avior Wealth Management
Nebraska
$656K +$442 +17 +0.1%
CI
538
Conning Inc
Connecticut
$654K -$16.4K -630 -2%
MAM
539
Meeder Asset Management
Ohio
$652K +$110K +4,213 +20%
RC
540
RBF Capital
California
$651K – – –
SWM
541
SeaCrest Wealth Management
New York
$651K +$102K +3,921 +19%
DP
542
Dearborn Partners
Illinois
$646K -$3.28K -126 -0.5%
QC
543
Quadrature Capital
United Kingdom
$645K +$645K +24,774 New
CAG
544
Csenge Advisory Group
Florida
$644K -$281K -10,502 -30%
HAM
545
Hedges Asset Management
Nevada
$635K +$635K +24,400 New
Carson Wealth (CWM LLC)
546
Carson Wealth (CWM LLC)
Nebraska
$634K +$634K +24,343 New
GTCM
547
Gyon Technologies Capital Management
New Jersey
$631K +$76.1K +2,923 +14%
FIA
548
Foundations Investment Advisors
Arizona
$631K +$86.9K +2,978 +16%
WJWM
549
Williams Jones Wealth Management
New York
$630K – – –
KPWS
550
Kestra Private Wealth Services
Texas
$630K +$82K +3,152 +15%
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