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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
LNWWM
601
Laird Norton Wetherby Wealth Management
California
$805K +$74K +2,464 +11%
PA
602
Prossimo Advisors
California
$803K +$739K +24,615 New
IA
603
IFP Advisors
Florida
$802K +$6.63K +221 +0.9%
CFA
604
Cahill Financial Advisors
Minnesota
$799K +$99.6K +3,318 +16%
SXL
605
Summit X LLC
Missouri
$798K +$68.3K +2,277 +10%
HAM
606
Hedges Asset Management
Nevada
$796K
PIA
607
Pinion Investment Advisors
Kansas
$794K +$44.9K +1,495 +7%
TMAM
608
Tokio Marine Asset Management
Japan
$792K +$16.7K +557 +2%
CS
609
Cannell & Spears
New York
$786K
TNA
610
True North Advisors
Texas
$781K -$620K -20,667 -46%
GWM
611
Geneos Wealth Management
Colorado
$780K +$6.66K +222 +0.9%
HFG
612
Heron Financial Group
New York
$779K -$16.5K -550 -2%
CCA
613
Checchi Capital Advisers
California
$775K +$27.3K +908 +4%
PCM
614
Pointe Capital Management
Michigan
$773K -$102K -3,396 -13%
PP
615
Paloma Partners
Connecticut
$764K +$702K +23,401 New
Westfield Capital Management
616
Westfield Capital Management
Massachusetts
$761K
AWM
617
Avior Wealth Management
Nebraska
$759K -$96.1K -3,203 -12%
IFG
618
Independent Financial Group
California
$757K +$20.2K +673 +3%
MPPW
619
Mitchell & Pahl Private Wealth
Oklahoma
$755K -$39.8K -1,326 -5%
KIA
620
KCM Investment Advisors
California
$753K -$118K -3,928 -15%
NSIM
621
North Star Investment Management
Illinois
$753K +$450 +15 +0.1%
CC
622
Corton Capital
Ontario, Canada
$751K +$691K +23,009 New
PG
623
Patten Group
Tennessee
$747K +$1.26K +42 +0.2%
DAS
624
Dynamic Advisor Solutions
Arizona
$746K +$9.45K +315 +1%
MNBTD
625
Moody National Bank Trust Division
Texas
$740K +$25.4K +847 +4%