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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
ECM
651
Evergreen Capital Management
Washington
$651K -$8.67K -254 -1%
CWM
652
C2C Wealth Management
Arizona
$649K
AFP
653
Ausdal Financial Partners
Iowa
$648K +$273 +8 +0%
DF
654
Donoghue Forlines
Massachusetts
$645K -$9.96K -292 -2%
GT
655
Greenleaf Trust
Michigan
$642K -$12.5K -367 -2%
CA
656
Carson Advisory
Georgia
$642K -$114K -3,345 -15%
DP
657
Dearborn Partners
Illinois
$642K +$5.32K +156 +0.8%
WI
658
WrapManager Inc
California
$640K -$68.1K -1,995 -10%
FIM
659
Fernwood Investment Management
Massachusetts
$638K
AAS
660
Avantax Advisory Services
Texas
$635K +$75.7K +2,219 +13%
CC
661
Corton Capital
Ontario, Canada
$633K -$144K -4,227 -18%
HCM
662
Hollencrest Capital Management
California
$631K -$119K -3,484 -16%
DI
663
Diligent Investors
California
$627K -$52.8K -1,546 -8%
GP
664
Geneva Partners
Wisconsin
$625K -$90.7K -2,659 -13%
KeyBank National Association
665
KeyBank National Association
Ohio
$624K -$74.4K -2,181 -11%
RFA
666
Register Financial Advisors
Georgia
$623K -$20.4K -597 -3%
SGCA
667
Steel Grove Capital Advisors
Tennessee
$622K -$106K -3,098 -14%
EIP
668
Easterly Investment Partners
Massachusetts
$605K +$137 +4 +0%
AIMCA
669
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$603K
AF
670
Allworth Financial
California
$597K +$139K +4,072 +30%
MCP
671
Mirador Capital Partners
California
$593K -$24.6K -722 -4%
Fayez Sarofim & Co
672
Fayez Sarofim & Co
Texas
$592K +$600K +17,585 New
FMAEN1
673
Fund Management at Engine No 1
California
$586K +$52.2K +1,530 +10%
AO
674
Advisor OS
Illinois
$586K +$6.89K +202 +1%
MFG
675
Magnus Financial Group
New York
$586K +$5.53K +162 +0.9%

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.