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
PWP
526
Phillips Wealth Planners
Mississippi
$1.25M +$80.8K +2,369 +7%
BHA
527
Beech Hill Advisors
New York
$1.22M +$17.1K +500 +1%
CWM
528
Congress Wealth Management
Massachusetts
$1.22M
NHC
529
Nicholas Hoffman & Company
Georgia
$1.22M -$6.89K -202 -0.6%
ACP
530
Aveo Capital Partners
Colorado
$1.22M -$18.7K -548 -1%
DI
531
DFPG Investments
Utah
$1.21M -$42.1K -1,233 -3%
SAM
532
Secure Asset Management
Michigan
$1.2M -$722K -21,167 -37%
BCM
533
Basso Capital Management
Connecticut
$1.2M
SIA
534
Strategic Investment Advisors
Michigan
$1.19M -$1.06M -31,160 -47%
MYAM
535
Meiji Yasuda Asset Management
Japan
$1.19M +$444K +13,010 +58%
GCA
536
Genesee Capital Advisors
New York
$1.19M -$29.9K -875 -2%
WIS
537
Wright Investors Service
Connecticut
$1.19M -$57.5K -1,685 -5%
NSEDCP
538
NJ State Employees Deferred Compensation Plan
New Jersey
$1.18M
SG
539
Sourcerock Group
Colorado
$1.18M
DCM
540
Dudley Capital Management
Virginia
$1.17M -$29.3K -860 -2%
NEI
541
Northwest & Ethical Investments
Ontario, Canada
$1.17M -$27.4K -803 -2%
IGAM
542
iA Global Asset Management
Quebec, Canada
$1.17M +$230K +6,746 +24%
DIA
543
Dana Investment Advisors
Wisconsin
$1.15M
IC
544
IEQ Capital
California
$1.15M +$169K +4,941 +17%
FCA
545
FinTrust Capital Advisors
South Carolina
$1.15M -$1.55M -45,385 -57%
AA
546
Argent Advisors
Louisiana
$1.14M +$24.6K +720 +2%
TCOO
547
Trust Company of Oklahoma
Oklahoma
$1.13M +$44.9K +1,317 +4%
WS
548
Wedbush Securities
California
$1.12M +$57.6K +1,687 +5%
Qube Research & Technologies (QRT)
549
Qube Research & Technologies (QRT)
United Kingdom
$1.12M +$1.13M +33,142 New
PWG
550
Portside Wealth Group
Utah
$1.11M +$8.19K +240 +0.7%

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.