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Williams Companies

1,130 hedge funds and large institutions have $31.2B invested in Williams Companies in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 483 increasing their positions, 387 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,130
Holders Change
-14
Holders Change %
-1.22%
% of All Funds
18.09%
Holding in Top 10
23
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-32.35%
% of All Funds
0.37%
New
98
Increased
483
Reduced
387
Closed
93
Calls
$284M
Puts
$177M
Net Calls
+$107M
Net Calls Change
+$79.4M
Name Holding Trade Value Shares
Change
Shares
Change %
ES
601
ETF Store
Kansas
$773K +$38.7K +1,294 +5%
WJWM
602
Williams Jones Wealth Management
New York
$758K -$1.28K -43 -0.2%
DF
603
Donoghue Forlines
Massachusetts
$755K -$11.2K -374 -1%
EFS
604
Essex Financial Services
Connecticut
$755K -$13.5K -451 -2%
EDRIA
605
Edmonds Duncan Registered Investment Advisors
Kansas
$755K
MIM
606
MTM Investment Management
South Carolina
$754K
BCV
607
Banque Cantonale Vaudoise
Switzerland
$751K
RVPG
608
Relative Value Partners Group
$751K
TRCT
609
Tower Research Capital (TRC)
New York
$749K -$58.2K -1,949 -7%
RC
610
RBF Capital
California
$747K
PFO
611
Pathstone Family Office
New Jersey
$743K -$1.72M -57,762 -70%
MPPW
612
Mitchell & Pahl Private Wealth
Oklahoma
$731K -$29.4K -983 -4%
HFG
613
Heron Financial Group
New York
$729K +$729K +24,410 New
HAM
614
Hedges Asset Management
Nevada
$729K
HWM
615
HB Wealth Management
Georgia
$727K +$105K +3,525 +17%
FCP
616
Fidelis Capital Partners
Florida
$724K +$724K +24,002 New
SGCA
617
Steel Grove Capital Advisors
Tennessee
$724K
CS
618
Cannell & Spears
New York
$720K
FAM
619
Formidable Asset Management
Ohio
$709K +$67.8K +2,271 +11%
TMAM
620
Tokio Marine Asset Management
Japan
$708K +$40.2K +1,346 +6%
IFU
621
iSAM Funds (UK)
United Kingdom
$708K +$708K +23,713 New
GWM
622
Geneos Wealth Management
Colorado
$707K -$11.1K -372 -2%
CFAM
623
Center For Asset Management
Florida
$705K +$687 +23 +0.1%
IFAM
624
Institutional & Family Asset Management
Colorado
$698K +$248K +8,312 +55%
Westfield Capital Management
625
Westfield Capital Management
Massachusetts
$697K