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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
TPW
551
Transatlantique Private Wealth
New York
$1.11M
MLA
552
My Legacy Advisors
Oregon
$1.1M +$66.5K +1,949 +7%
GA
553
GoalVest Advisory
New York
$1.1M +$12.8K +374 +1%
OTL
554
Oak Thistle LLC
New York
$1.1M +$1.11M +32,527 New
SPC
555
Sigma Planning Corp
Michigan
$1.09M +$3.11K +91 +0.3%
CIBC World Market
556
CIBC World Market
Ontario, Canada
$1.08M +$233K +6,820 +27%
WA
557
Waverly Advisors
Alabama
$1.07M +$1.08M +31,708 New
LCWP
558
Legacy Capital Wealth Partners
Arkansas
$1.07M +$1.08M +31,684 New
SLI
559
Sumitomo Life Insurance
Japan
$1.07M -$16.2K -474 -1%
PL
560
Parkwood LLC
Ohio
$1.06M -$21.3K -625 -2%
OAM
561
Ostrum Asset Management
France
$1.06M -$133K -3,887 -11%
FCM
562
Fourpath Capital Management
Oklahoma
$1.04M -$31K -909 -3%
BWM
563
Buckley Wealth Management
Nevada
$1.04M +$10.2K +300 +1%
Northwestern Mutual Wealth Management
564
Northwestern Mutual Wealth Management
Wisconsin
$1.03M -$16.8K -493 -2%
SWM
565
SeaCrest Wealth Management
New York
$1.02M -$94.6K -2,773 -8%
GBT
566
Grove Bank & Trust
Florida
$1.01M +$123K +3,596 +14%
IFAM
567
Institutional & Family Asset Management
Colorado
$1.01M -$375 -11 -0%
BONH
568
Bank of New Hampshire
New Hampshire
$1M +$23.4K +685 +2%
WJWM
569
Williams Jones Wealth Management
New York
$1M +$164K +4,799 +19%
SIG
570
Stonegate Investment Group
Alabama
$1,000K +$90.4K +2,648 +10%
FTDI
571
First Trust Direct Indexing
Massachusetts
$993K +$4.37K +128 +0.4%
CTC
572
Central Trust Company
Missouri
$985K -$112K -3,288 -10%
ES
573
ETF Store
Kansas
$982K -$6.48K -190 -0.7%
BG
574
Bollard Group
Massachusetts
$975K +$13K +380 +1%
ERIC
575
Eagle Rock Investment Company
Georgia
$975K -$10.2K -300 -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.