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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 %
IA
601
IFP Advisors
Florida
$802K +$7.21K +221 +0.9%
CFA
602
Cahill Financial Advisors
Minnesota
$799K +$108K +3,318 +16%
SXL
603
Summit X LLC
Missouri
$798K +$74.3K +2,277 +10%
HAM
604
Hedges Asset Management
Nevada
$796K – – –
PIA
605
Pinion Investment Advisors
Kansas
$794K +$48.8K +1,495 +7%
TMAM
606
Tokio Marine Asset Management
Japan
$792K +$18.2K +557 +2%
CS
607
Cannell & Spears
New York
$786K – – –
TNA
608
True North Advisors
Texas
$781K -$674K -20,667 -46%
GWM
609
Geneos Wealth Management
Colorado
$780K +$7.24K +222 +0.9%
HFG
610
Heron Financial Group
New York
$779K -$17.9K -550 -2%
CCA
611
Checchi Capital Advisers
California
$775K +$29.6K +908 +4%
PCM
612
Pointe Capital Management
Michigan
$773K -$111K -3,396 -13%
PP
613
Paloma Partners
Connecticut
$764K +$764K +23,401 New
Westfield Capital Management
614
Westfield Capital Management
Massachusetts
$761K – – –
AWM
615
Avior Wealth Management
Nebraska
$759K -$105K -3,203 -12%
MPPW
616
Mitchell & Pahl Private Wealth
Oklahoma
$755K -$43.3K -1,326 -5%
KIA
617
KCM Investment Advisors
California
$753K -$128K -3,928 -15%
NSIM
618
North Star Investment Management
Illinois
$753K +$489 +15 +0.1%
CC
619
Corton Capital
Ontario, Canada
$751K +$751K +23,009 New
PG
620
Patten Group
Tennessee
$747K +$1.37K +42 +0.2%
DAS
621
Dynamic Advisor Solutions
Arizona
$746K +$10.3K +315 +1%
MNBTD
622
Moody National Bank Trust Division
Texas
$740K +$27.6K +847 +4%
S
623
SignatureFD
Georgia
$734K +$66.8K +2,046 +10%
MYAM
624
Meiji Yasuda Asset Management
Japan
$732K +$165K +5,071 +29%
CA
625
Carson Advisory
Georgia
$731K +$17.5K +536 +2%
23 24
25
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