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Williams Companies

1,233 hedge funds and large institutions have $37.3B invested in Williams Companies in 2023 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 425 increasing their positions, 461 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 179 | Existing positions closed: 75

28% more call options, than puts

Call options by funds: $412M | Put options by funds: $321M

8% more funds holding

Funds holding: 1,1441,233 (+89)

5% more capital invested

Capital invested by funds: $35.7B → $37.3B (+$1.63B)

0.99% more ownership

Funds ownership: 87.02%88.01% (+0.99%)

8% less repeat investments, than reductions

Existing positions increased: 425 | Existing positions reduced: 461

3% less funds holding in top 10

Funds holding in top 10: 3130 (-1)

Holders
1,233
Holders Change
+89
Holders Change %
+7.78%
% of All Funds
17.98%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.44%
New
179
Increased
425
Reduced
461
Closed
75
Calls
$412M
Puts
$321M
Net Calls
+$90.3M
Net Calls Change
-$37.9M
Name Holding Trade Value Shares
Change
Change in
Stake
YIH
576
Y-Intercept (HK)
Hong Kong
$1.07M +$1.08M +30,745 New
MLA
577
My Legacy Advisors
Oregon
$1.06M -$22.7K -647 -2%
BONH
578
Bank of New Hampshire
New Hampshire
$1.06M +$16.8K +478 +2%
BWM
579
Buckley Wealth Management
Nevada
$1.05M -$21.1K -600 -2%
SLI
580
Sumitomo Life Insurance
Japan
$1.05M -$51K -1,453 -5%
OIA
581
OneDigital Investment Advisors
Kansas
$1.04M +$750K +21,383 +250%
Northwestern Mutual Wealth Management
582
Northwestern Mutual Wealth Management
Wisconsin
$1.04M -$27.3K -779 -3%
GRP
583
Global Retirement Partners
California
$1.04M +$41.6K +1,186 +4%
IFAM
584
Institutional & Family Asset Management
Colorado
$1.04M -$3.51K -100 -0.3%
FCM
585
Fourpath Capital Management
Oklahoma
$1.03M -$49.7K -1,415 -5%
TMAM
586
Tokio Marine Asset Management
Japan
$1.03M +$69.2K +1,972 +7%
LCWP
587
Legacy Capital Wealth Partners
Arkansas
$1.02M -$81.2K -2,313 -7%
CIBC World Market
588
CIBC World Market
Ontario, Canada
$1.02M -$101K -2,872 -9%
RFC
589
Regions Financial Corp
Alabama
$1.02M +$28.1K +802 +3%
BG
590
Bollard Group
Massachusetts
$1.02M +$12.9K +367 +1%
SWM
591
SeaCrest Wealth Management
New York
$1.01M -$60.2K -1,716 -6%
ERIC
592
Eagle Rock Investment Company
Georgia
$1.01M -$1.12K -32 -0.1%
AAS
593
Avantax Advisory Services
Texas
$1.01M +$353K +10,045 +53%
PWG
594
Portside Wealth Group
Utah
$1M -$145K -4,142 -13%
BP
595
Ballentine Partners
Massachusetts
$997K +$210K +5,996 +27%
ES
596
ETF Store
Kansas
$991K +$31.6K +899 +3%
IMCOOI
597
Investment Management Corp of Ontario (IMCO)
Canada
$989K +$997K +28,405 New
NP
598
Ninepoint Partners
Ontario, Canada
$989K +$996K +28,393 New
Lido Advisors
599
Lido Advisors
California
$978K +$272K +7,751 +38%
GBT
600
Grove Bank & Trust
Florida
$974K -$73.2K -2,085 -7%