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Williams Companies

1,227 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, 421 increasing their positions, 459 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,227
Holders Change
+89
Holders Change %
+7.82%
% of All Funds
17.99%
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
421
Reduced
459
Closed
75
Calls
$412M
Puts
$321M
Net Calls
+$90.3M
Net Calls Change
-$37.9M
Name Holding Trade Value Shares
Change
Shares
Change %
PMA
676
Prudent Man Advisors
Illinois
$674K -$37.8K -1,085 -5%
TG
677
TCW Group
California
$671K +$671K +19,201 New
EWA
678
Exencial Wealth Advisors
Oklahoma
$668K +$121K +3,465 +22%
LOAMS
679
Lombard Odier Asset Management (Switzerland)
Switzerland
$666K +$66K +1,896 +11%
IIA
680
IPG Investment Advisors
California
$665K -$93.2K -2,677 -12%
FIM
681
Fernwood Investment Management
Massachusetts
$660K
DP
682
Dearborn Partners
Illinois
$659K -$4.46K -128 -0.7%
WI
683
WrapManager Inc
California
$656K -$6.13K -176 -0.9%
EP
684
Edgestream Partners
New Jersey
$655K +$655K +18,819 New
DF
685
Donoghue Forlines
Massachusetts
$654K -$13.1K -375 -2%
HH
686
Hilltop Holdings
Texas
$646K -$114K -3,266 -15%
KeyBank National Association
687
KeyBank National Association
Ohio
$645K -$348 -10 -0.1%
IPW
688
Impact Partnership Wealth
Georgia
$643K +$133K +3,816 +26%
TFS
689
Thoroughbred Financial Services
Tennessee
$643K -$32.8K -942 -5%
IGAM
690
iA Global Asset Management
Quebec, Canada
$628K -$577K -16,563 -48%
KWM
691
Keating Wealth Management
Colorado
$627K +$627K +17,998 New
AO
692
Advisor OS
Illinois
$626K +$20.7K +594 +3%
UB
693
UMB Bank
Missouri
$624K +$146K +4,194 +31%
AIMCA
694
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$623K
SGCA
695
Steel Grove Capital Advisors
Tennessee
$623K -$20.2K -580 -3%
CFA
696
Cahill Financial Advisors
Minnesota
$623K -$214K -6,132 -26%
AWA
697
Arete Wealth Advisors
Illinois
$622K +$168K +4,829 +37%
RFA
698
Register Financial Advisors
Georgia
$616K -$28K -804 -4%
DI
699
Diligent Investors
California
$614K -$34.6K -994 -5%
MFG
700
Magnus Financial Group
New York
$611K +$5.57K +160 +0.9%