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Williams Companies
WMB

Overview Fund Activity

1,139 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, 455 increasing their positions, 402 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,139
Holders Change
+9
Holders Change %
+0.8%
% of All Funds
17.96%
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
455
Reduced
402
Closed
86
Calls
$346M
Puts
$199M
Net Calls
+$147M
Net Calls Change
+$39.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$562M
2
Bank of America
Bank of America
North Carolina
+$130M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$115M
4
First Trust Advisors
First Trust Advisors
Illinois
+$71.4M
5
BC
Brookfield Corp
Ontario, Canada
+$61M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$203M
2
Goldman Sachs
Goldman Sachs
New York
-$150M
3
State Street
State Street
Massachusetts
-$102M
4
BlackRock
BlackRock
New York
-$80.7M
5
Citadel Advisors
Citadel Advisors
Florida
-$50.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
676
Coldstream Capital Management
Washington
$547K +$37.1K +1,138 +7%
DGAM
677
Desjardins Global Asset Management
Quebec, Canada
$546K – – –
AAS
678
Avantax Advisory Services
Texas
$543K +$848 +26 +0.2%
CCB
679
Country Club Bank
Missouri
$537K -$488 -15 -0.1%
LFGO
680
Legacy Financial Group (Oklahoma)
Oklahoma
$537K -$24K -737 -4%
AWE
681
Avidian Wealth Enterprises
Texas
$534K -$890K -27,271 -62%
HNWAG
682
High Net Worth Advisory Group
Florida
$531K +$119K +3,653 +29%
SFA
683
Sequoia Financial Advisors
Ohio
$531K +$34.6K +1,059 +7%
AIM
684
Aspen Investment Management
Michigan
$526K +$25.4K +779 +5%
EFS
685
Essex Financial Services
Connecticut
$525K -$300K -9,196 -36%
FMAEN1
686
Fund Management at Engine No 1
California
$518K +$36K +1,102 +7%
TCA
687
Transcend Capital Advisors
New Jersey
$515K +$28.3K +867 +6%
SCM
688
Sterneck Capital Management
Missouri
$513K – – –
HAG
689
HF Advisory Group
Maryland
$511K +$511K +15,667 New
EWA
690
Exencial Wealth Advisors
Oklahoma
$509K -$89.4K -2,741 -15%
CFAM
691
Center For Asset Management
Florida
$509K -$261K -8,003 -34%
RIA
692
Realta Investment Advisors
Delaware
$505K +$1.53K +47 +0.3%
SAM
693
Shell Asset Management
Netherlands
$503K +$136K +4,181 +37%
SG
694
Somerset Group
Minnesota
$502K – – –
FFA
695
First Foundation Advisors
California
$499K +$94.1K +2,885 +23%
LFAS
696
Level Four Advisory Services
Texas
$497K +$34.4K +1,053 +7%
P
697
Pitcairn
Pennsylvania
$496K -$6.4K -196 -1%
GI
698
Gradient Investments
Minnesota
$494K -$28.6K -877 -5%
GC
699
Garde Capital
Washington
$493K +$493K +15,100 New
EH
700
Equitable Holdings
New York
$493K -$47.4K -1,453 -9%
26 27
28
29 30