We are live on ! Find out more
WMB icon

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
FCP
626
Fidelis Capital Partners
Florida
$869K +$26K +742 +3%
PIA
627
Pinion Investment Advisors
Kansas
$869K -$28.3K -806 -3%
AWM
628
Apollon Wealth Management
South Carolina
$862K +$149K +4,250 +21%
SW
629
SVB Wealth
Massachusetts
$862K -$38K -1,082 -4%
HTIM
630
Harbour Trust & Investment Management
Indiana
$861K +$868K +24,734 New
NHT
631
New Hampshire Trust
New Hampshire
$859K -$5.83K -166 -0.7%
NIM
632
Northeast Investment Management
Massachusetts
$855K
PPC
633
Park Place Capital
Alabama
$852K -$77.7K -2,215 -8%
HAM
634
Hedges Asset Management
Nevada
$850K
LTAS
635
Linden Thomas Advisory Services
North Carolina
$850K +$91.4K +2,605 +12%
PM
636
Penbrook Management
New York
$847K -$12.3K -350 -1%
VWM
637
Venturi Wealth Management
Texas
$842K -$134K -3,829 -14%
MAS
638
Meeder Advisory Services
Ohio
$840K +$72.5K +2,067 +9%
CS
639
Cannell & Spears
New York
$839K
TA
640
TrueWealth Advisors
Alabama
$836K -$70.2K -2,000 -8%
E3F
641
Eight 31 Financial
Texas
$835K +$841K +23,976 New
PG
642
Patten Group
Tennessee
$832K +$10.4K +296 +1%
DIA
643
Dana Investment Advisors
Wisconsin
$830K -$366K -10,434 -30%
IP
644
Ignite Planners
California
$829K -$120K -3,417 -13%
FTIS
645
First Trust Investment Solutions
Florida
$826K +$832K +23,706 New
LNWWM
646
Laird Norton Wetherby Wealth Management
California
$821K -$10.9K -312 -1%
SC
647
Scotia Capital
Ontario, Canada
$814K +$331K +9,428 +68%
Westfield Capital Management
648
Westfield Capital Management
Massachusetts
$813K
Vontobel Holding
649
Vontobel Holding
Switzerland
$810K +$58.7K +1,672 +8%
NSIM
650
North Star Investment Management
Illinois
$804K +$456 +13 +0.1%