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Williams Companies

1,145 hedge funds and large institutions have $34.3B invested in Williams Companies in 2023 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 459 increasing their positions, 404 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $346M | Put options by funds: $199M

22% more funds holding in top 10

Funds holding in top 10: 2328 (+5)

20% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 86

14% more repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 404

10% more capital invested

Capital invested by funds: $31.2B → $34.3B (+$3.12B)

0.81% more ownership

Funds ownership: 85.82%86.63% (+0.81%)

1% more funds holding

Funds holding: 1,1361,145 (+9)

Holders
1,145
Holders Change
+9
Holders Change %
+0.79%
% of All Funds
17.98%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.44%
New
103
Increased
459
Reduced
404
Closed
86
Calls
$346M
Puts
$199M
Net Calls
+$147M
Net Calls Change
+$39.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AO
676
Advisor OS
Illinois
$561K +$67.5K +2,249 +15%
DWM
677
Drive Wealth Management
Utah
$555K -$87.7K -2,921 -15%
WANY
678
Wealthspire Advisors (New York)
New York
$554K -$1.95K -65 -0.4%
CCM
679
Coldstream Capital Management
Washington
$547K +$34.2K +1,138 +7%
DGAM
680
Desjardins Global Asset Management
Quebec, Canada
$546K
AAS
681
Avantax Advisory Services
Texas
$543K +$780 +26 +0.2%
CCB
682
Country Club Bank
Missouri
$537K -$450 -15 -0.1%
LFGO
683
Legacy Financial Group (Oklahoma)
Oklahoma
$537K -$22.1K -737 -4%
AWE
684
Avidian Wealth Enterprises
Texas
$534K -$818K -27,271 -62%
HNWAG
685
High Net Worth Advisory Group
Florida
$531K +$110K +3,653 +29%
SFA
686
Sequoia Financial Advisors
Ohio
$531K +$31.8K +1,059 +7%
AIM
687
Aspen Investment Management
Michigan
$526K +$23.4K +779 +5%
EFS
688
Essex Financial Services
Connecticut
$525K -$276K -9,196 -36%
FMAEN1
689
Fund Management at Engine No 1
California
$518K +$33.1K +1,102 +7%
TCA
690
Transcend Capital Advisors
New Jersey
$515K +$26K +867 +6%
SCM
691
Sterneck Capital Management
Missouri
$513K
HAG
692
HF Advisory Group
Maryland
$511K +$470K +15,667 New
EWA
693
Exencial Wealth Advisors
Oklahoma
$509K -$82.3K -2,741 -15%
CFAM
694
Center For Asset Management
Florida
$509K -$240K -8,003 -34%
RIA
695
Realta Investment Advisors
Delaware
$505K +$1.41K +47 +0.3%
SAM
696
Shell Asset Management
Netherlands
$503K +$125K +4,181 +37%
SG
697
Somerset Group
Minnesota
$502K
FFA
698
First Foundation Advisors
California
$499K +$86.6K +2,885 +23%
LFAS
699
Level Four Advisory Services
Texas
$497K +$31.6K +1,053 +7%
P
700
Pitcairn
Pennsylvania
$496K -$5.88K -196 -1%