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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
RFC
576
Regions Financial Corp
Alabama
$960K +$12.9K +379 +1%
SPA
577
Sherbrooke Park Advisers
New York
$958K +$971K +28,446 New
GRP
578
Global Retirement Partners
California
$950K -$824K -24,159 -46%
HWM
579
HB Wealth Management
Georgia
$945K +$84.9K +2,488 +10%
VWM
580
Venturi Wealth Management
Texas
$943K -$152K -4,454 -14%
Wolverine Trading
581
Wolverine Trading
Illinois
$935K +$281K +8,243 +42%
TMAM
582
Tokio Marine Asset Management
Japan
$925K +$109K +3,183 +13%
FFM
583
Forum Financial Management
Illinois
$919K +$137 +4 +0%
RVPG
584
Relative Value Partners Group
$918K +$82.5K +2,418 +10%
HCP
585
Holt Capital Partners
Texas
$907K
OMC
586
Old Mission Capital
Illinois
$906K +$917K +26,880 New
PPC
587
Park Place Capital
Alabama
$899K -$22.6K -662 -2%
IP
588
Ignite Planners
California
$893K +$914K +26,769 New
SG Americas Securities
589
SG Americas Securities
New York
$890K -$1.13M -32,970 -56%
Verition Fund Management
590
Verition Fund Management
Connecticut
$881K -$41.7M -1,222,131 -98%
FMII
591
Farmers & Merchants Investments Inc
Nebraska
$881K
GWM
592
Geneos Wealth Management
Colorado
$876K +$72.3K +2,118 +9%
TA
593
TrueWealth Advisors
Alabama
$876K
SW
594
SVB Wealth
Massachusetts
$870K -$80.1K -2,347 -8%
V
595
ViaWealth
Kansas
$869K -$4.54K -133 -0.5%
PIA
596
Pinion Investment Advisors
Kansas
$867K +$47.9K +1,403 +6%
UCI
597
Uncommon Cents Investing
Wisconsin
$862K -$23.4K -685 -3%
CM
598
Castleark Management
Illinois
$861K +$489K +14,340 +128%
EF
599
Empirical Finance
Pennsylvania
$855K +$148K +4,351 +21%
MYLI
600
Meiji Yasuda Life Insurance
Japan
$852K +$382K +11,200 +79%

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.