We are live on ! Find out more
WMB icon

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
LOAMS
676
Lombard Odier Asset Management (Switzerland)
Switzerland
$581K -$24.5K -719 -4%
SCP
677
Syntal Capital Partners
Texas
$570K -$805K -23,594 -58%
QIM
678
Quantitative Investment Management
Virginia
$569K +$197K +5,770 +52%
CCB
679
Country Club Bank
Missouri
$565K -$3.07K -90 -0.5%
CCM
680
Coldstream Capital Management
Washington
$565K +$239 +7 +0%
EFS
681
Essex Financial Services
Connecticut
$563K +$21.7K +635 +4%
IIM
682
INTECH Investment Management
Florida
$561K -$485K -14,215 -46%
SAM
683
Seelaus Asset Management
New Jersey
$557K -$346K -10,125 -38%
BSW
684
Buckingham Strategic Wealth
Missouri
$554K +$204K +5,991 +57%
VSQM
685
V-Square Quantitative Management
Illinois
$551K +$237K +6,943 +74%
AIM
686
Aspen Investment Management
Michigan
$550K +$7.88K +231 +1%
SBIA
687
Sheaff Brock Investment Advisors
Indiana
$547K -$32.9K -965 -6%
TCM
688
Teza Capital Management
Illinois
$547K +$554K +16,231 New
SW
689
SteelPeak Wealth
California
$546K +$187K +5,493 +51%
BCV
690
Banque Cantonale Vaudoise
Switzerland
$545K -$305K -8,939 -36%
SFA
691
Sequoia Financial Advisors
Ohio
$543K -$5.53K -162 -1%
DGAM
692
Desjardins Global Asset Management
Quebec, Canada
$541K -$23.1K -678 -4%
LFGO
693
Legacy Financial Group (Oklahoma)
Oklahoma
$541K -$13K -381 -2%
SWA
694
SFMG Wealth Advisors
Texas
$540K +$72.8K +2,133 +15%
P
695
Pitcairn
Pennsylvania
$539K +$27.6K +808 +5%
RP
696
Rice Partnership
Hawaii
$537K -$2.39M -70,114 -81%
SAM
697
Shell Asset Management
Netherlands
$536K +$16.9K +495 +3%
EWA
698
Exencial Wealth Advisors
Oklahoma
$529K +$3.38K +99 +0.6%
FFA
699
First Foundation Advisors
California
$529K +$13.9K +408 +3%
TCA
700
Transcend Capital Advisors
New Jersey
$529K -$2.8K -82 -0.5%

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.