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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
EDRIA
601
Edmonds Duncan Registered Investment Advisors
Kansas
$852K
MIM
602
MTM Investment Management
South Carolina
$851K
QCM
603
QRG Capital Management
Illinois
$850K +$861K +25,220 New
RC
604
RBF Capital
California
$842K
MW
605
Marcum Wealth
Ohio
$837K -$160K -4,698 -16%
NHT
606
New Hampshire Trust
New Hampshire
$836K -$18.9K -555 -2%
VC
607
Veracity Capital
Georgia
$835K -$170K -4,975 -17%
SC
608
Schulhoff & Co
Ohio
$835K -$5.12K -150 -0.8%
PM
609
Penbrook Management
New York
$831K -$10.2K -300 -1%
S
610
SignatureFD
Georgia
$828K +$71.9K +2,107 +9%
NIM
611
Northeast Investment Management
Massachusetts
$827K +$98K +2,871 +13%
HAM
612
Hedges Asset Management
Nevada
$822K
FCP
613
Fidelis Capital Partners
Florida
$816K -$17.3K -508 -2%
CS
614
Cannell & Spears
New York
$812K
CFA
615
Cahill Financial Advisors
Minnesota
$809K -$16.5K -483 -2%
TNA
616
True North Advisors
Texas
$806K
LNWWM
617
Laird Norton Wetherby Wealth Management
California
$805K -$27K -792 -3%
CA
618
Cornerstone Advisors
North Carolina
$802K +$300K +8,800 +59%
AWM
619
Avior Wealth Management
Nebraska
$800K +$16.6K +486 +2%
PG
620
Patten Group
Tennessee
$795K +$24.6K +721 +3%
CCIA
621
Campbell & Co Investment Adviser
Maryland
$795K +$805K +23,590 New
IFG
622
Independent Financial Group
California
$794K +$12.5K +365 +2%
GCMG
623
Gyroscope Capital Management Group
Florida
$792K +$172K +5,028 +27%
Westfield Capital Management
624
Westfield Capital Management
Massachusetts
$786K
NSIM
625
North Star Investment Management
Illinois
$778K +$444 +13 +0.1%

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.