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Williams Companies
WMB

Overview Fund Activity

1,139 hedge funds and large institutions have $34.3B invested in Williams Companies in 2023 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 455 increasing their positions, 402 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,139
Holders Change
+9
Holders Change %
+0.8%
% of All Funds
17.96%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.44%
New
103
Increased
455
Reduced
402
Closed
86
Calls
$346M
Puts
$199M
Net Calls
+$147M
Net Calls Change
+$39.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$562M
2
Bank of America
Bank of America
North Carolina
+$130M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$115M
4
First Trust Advisors
First Trust Advisors
Illinois
+$71.4M
5
BC
Brookfield Corp
Ontario, Canada
+$61M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$203M
2
Goldman Sachs
Goldman Sachs
New York
-$150M
3
State Street
State Street
Massachusetts
-$102M
4
BlackRock
BlackRock
New York
-$80.7M
5
Citadel Advisors
Citadel Advisors
Florida
-$50.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIG
576
Stonegate Investment Group
Alabama
$882K -$212K -6,487 -19%
HCP
577
Holt Capital Partners
Texas
$878K +$9.79K +300 +1%
PFO
578
Pathstone Family Office
New Jersey
$872K +$59.1K +1,812 +7%
SAM
579
Seelaus Asset Management
New Jersey
$870K +$10.4K +320 +1%
FAM
580
Formidable Asset Management
Ohio
$864K +$89.1K +2,731 +11%
GBT
581
Grove Bank & Trust
Florida
$863K -$66.6K -2,042 -7%
UCI
582
Uncommon Cents Investing
Wisconsin
$858K -$10.8K -330 -1%
FMII
583
Farmers & Merchants Investments Inc
Nebraska
$853K -$5.32K -163 -0.6%
TA
584
TrueWealth Advisors
Alabama
$848K -$5.12K -157 -0.6%
V
585
ViaWealth
Kansas
$846K -$6.53K -200 -0.8%
HWM
586
HB Wealth Management
Georgia
$834K +$39.1K +1,199 +5%
Vontobel Holding
587
Vontobel Holding
Switzerland
$831K +$98.2K +3,008 +13%
CIBC World Market
588
CIBC World Market
Ontario, Canada
$828K -$87.3K -2,674 -10%
NHT
589
New Hampshire Trust
New Hampshire
$828K +$83.5K +2,558 +11%
EDRIA
590
Edmonds Duncan Registered Investment Advisors
Kansas
$825K – – –
MIM
591
MTM Investment Management
South Carolina
$824K – – –
MAS
592
Meeder Advisory Services
Ohio
$824K +$123K +3,766 +18%
BCV
593
Banque Cantonale Vaudoise
Switzerland
$820K – – –
RC
594
RBF Capital
California
$816K – – –
PM
595
Penbrook Management
New York
$815K -$32.6K -1,000 -4%
WJWM
596
Williams Jones Wealth Management
New York
$814K -$14.3K -437 -2%
RVPG
597
Relative Value Partners Group
$810K -$10.6K -325 -1%
FCP
598
Fidelis Capital Partners
Florida
$806K +$23.3K +713 +3%
LNWWM
599
Laird Norton Wetherby Wealth Management
California
$805K +$80.4K +2,464 +11%
PA
600
Prossimo Advisors
California
$803K +$803K +24,615 New
22 23
24
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