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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
MNBTD
626
Moody National Bank Trust Division
Texas
$771K +$6.76K +198 +0.9%
BP
627
Ballentine Partners
Massachusetts
$762K +$133K +3,891 +21%
CCA
628
Checchi Capital Advisers
California
$758K -$42.7K -1,251 -5%
MAS
629
Meeder Advisory Services
Ohio
$743K -$109K -3,191 -13%
MPPW
630
Mitchell & Pahl Private Wealth
Oklahoma
$739K -$41.8K -1,225 -5%
FAM
631
Formidable Asset Management
Ohio
$737K -$157K -4,613 -17%
PFS
632
Prospera Financial Services
Texas
$735K -$9.76K -286 -1%
HH
633
Hilltop Holdings
Texas
$735K -$853 -25 -0.1%
LTAS
634
Linden Thomas Advisory Services
North Carolina
$734K +$48K +1,407 +7%
IIA
635
IPG Investment Advisors
California
$733K
Vontobel Holding
636
Vontobel Holding
Switzerland
$727K -$132K -3,880 -15%
NS
637
NBC Securities
Alabama
$727K +$737K +21,597 New
KIA
638
KCM Investment Advisors
California
$726K -$52.7K -1,543 -7%
CI
639
Conning Inc
Connecticut
$721K
DAS
640
Dynamic Advisor Solutions
Arizona
$705K -$66.3K -1,944 -9%
BG
641
Benedetti & Gucer
Georgia
$697K -$8.05K -236 -1%
AWM
642
Apollon Wealth Management
South Carolina
$690K +$194K +5,686 +38%
PMA
643
Prudent Man Advisors
Illinois
$688K -$1.02K -30 -0.1%
PCM
644
Pointe Capital Management
Michigan
$688K -$112K -3,282 -14%
Lido Advisors
645
Lido Advisors
California
$684K -$52.1K -1,526 -7%
NC
646
Nicholas Company
Wisconsin
$682K -$2.73K -80 -0.4%
OF
647
Outfitter Financial
Maine
$674K
GSEP
648
Golden State Equity Partners
California
$671K +$45.6K +1,335 +7%
FCFC
649
First Commonwealth Financial Corp
Pennsylvania
$663K -$16.1K -473 -2%
TFS
650
Thoroughbred Financial Services
Tennessee
$654K +$663K +19,421 New

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.