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Williams Companies

1,145 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, 459 increasing their positions, 404 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $346M | Put options by funds: $199M

22% more funds holding in top 10

Funds holding in top 10: 2328 (+5)

20% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 86

14% more repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 404

10% more capital invested

Capital invested by funds: $31.2B → $34.3B (+$3.12B)

0.81% more ownership

Funds ownership: 85.82%86.63% (+0.81%)

1% more funds holding

Funds holding: 1,1361,145 (+9)

Holders
1,145
Holders Change
+9
Holders Change %
+0.79%
% of All Funds
17.98%
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
459
Reduced
404
Closed
86
Calls
$346M
Puts
$199M
Net Calls
+$147M
Net Calls Change
+$39.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
576
Forum Financial Management
Illinois
$889K +$3.15K +105 +0.4%
USAA
577
United Services Automobile Association
Texas
$886K
SIG
578
Stonegate Investment Group
Alabama
$882K -$195K -6,487 -19%
HCP
579
Holt Capital Partners
Texas
$878K +$9K +300 +1%
PFO
580
Pathstone Family Office
New Jersey
$872K +$54.4K +1,812 +7%
SAM
581
Seelaus Asset Management
New Jersey
$870K +$9.6K +320 +1%
FAM
582
Formidable Asset Management
Ohio
$864K +$82K +2,731 +11%
GBT
583
Grove Bank & Trust
Florida
$863K -$61.3K -2,042 -7%
UCI
584
Uncommon Cents Investing
Wisconsin
$858K -$9.9K -330 -1%
FMII
585
Farmers & Merchants Investments Inc
Nebraska
$853K -$4.89K -163 -0.6%
TA
586
TrueWealth Advisors
Alabama
$848K -$4.71K -157 -0.6%
V
587
ViaWealth
Kansas
$846K -$6K -200 -0.8%
HWM
588
HB Wealth Management
Georgia
$834K +$36K +1,199 +5%
Vontobel Holding
589
Vontobel Holding
Switzerland
$831K +$90.3K +3,008 +13%
CIBC World Market
590
CIBC World Market
Ontario, Canada
$828K -$80.3K -2,674 -10%
NHT
591
New Hampshire Trust
New Hampshire
$828K +$76.8K +2,558 +11%
EDRIA
592
Edmonds Duncan Registered Investment Advisors
Kansas
$825K
MIM
593
MTM Investment Management
South Carolina
$824K
MAS
594
Meeder Advisory Services
Ohio
$824K +$113K +3,766 +18%
BCV
595
Banque Cantonale Vaudoise
Switzerland
$820K
RC
596
RBF Capital
California
$816K
PM
597
Penbrook Management
New York
$815K -$30K -1,000 -4%
WJWM
598
Williams Jones Wealth Management
New York
$814K -$13.1K -437 -2%
RVPG
599
Relative Value Partners Group
$810K -$9.75K -325 -1%
FCP
600
Fidelis Capital Partners
Florida
$806K +$21.4K +713 +3%