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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
CTC
601
Central Trust Company
Missouri
$955K -$63.9K -1,820 -6%
RVPG
602
Relative Value Partners Group
$954K +$5.47K +156 +0.6%
HCP
603
Holt Capital Partners
Texas
$947K +$9.65K +275 +1%
UCI
604
Uncommon Cents Investing
Wisconsin
$940K +$48.3K +1,375 +5%
QCM
605
QRG Capital Management
Illinois
$939K +$60.9K +1,734 +7%
SFA
606
Sequoia Financial Advisors
Ohio
$931K +$373K +10,619 +66%
SIG
607
Stonegate Investment Group
Alabama
$929K -$105K -3,006 -10%
SP
608
Stablepoint Partners
Massachusetts
$925K +$932K +26,570 New
AF
609
Allworth Financial
California
$916K +$301K +8,577 +48%
EF
610
Empirical Finance
Pennsylvania
$911K +$26.8K +763 +3%
FMII
611
Farmers & Merchants Investments Inc
Nebraska
$910K
MW
612
Marcum Wealth
Ohio
$907K +$41.9K +1,195 +5%
FFM
613
Forum Financial Management
Illinois
$906K -$43.9K -1,250 -5%
V
614
ViaWealth
Kansas
$898K
DTL
615
Dynamic Technology Lab
Singapore
$894K +$901K +25,663 New
CM
616
Castleark Management
Illinois
$891K
SAM
617
Shell Asset Management
Netherlands
$887K +$336K +9,568 +60%
S
618
SignatureFD
Georgia
$883K +$27.2K +774 +3%
MYLI
619
Meiji Yasuda Life Insurance
Japan
$881K
SC
620
Schulhoff & Co
Ohio
$881K
EDRIA
621
Edmonds Duncan Registered Investment Advisors
Kansas
$880K
MIM
622
MTM Investment Management
South Carolina
$880K
CC
623
Corton Capital
Ontario, Canada
$874K +$222K +6,320 +34%
SWM
624
Segment Wealth Management
Texas
$873K +$456K +13,000 +108%
RC
625
RBF Capital
California
$871K