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Williams Companies

1,233 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, 425 increasing their positions, 461 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 179 | Existing positions closed: 75

28% more call options, than puts

Call options by funds: $412M | Put options by funds: $321M

8% more funds holding

Funds holding: 1,1441,233 (+89)

5% more capital invested

Capital invested by funds: $35.7B → $37.3B (+$1.63B)

0.99% more ownership

Funds ownership: 87.02%88.01% (+0.99%)

8% less repeat investments, than reductions

Existing positions increased: 425 | Existing positions reduced: 461

3% less funds holding in top 10

Funds holding in top 10: 3130 (-1)

Holders
1,233
Holders Change
+89
Holders Change %
+7.78%
% of All Funds
17.98%
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
425
Reduced
461
Closed
75
Calls
$412M
Puts
$321M
Net Calls
+$90.3M
Net Calls Change
-$37.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
676
Aspen Investment Management
Michigan
$681K +$113K +3,211 +20%
AFP
677
Ausdal Financial Partners
Iowa
$678K +$8.84K +252 +1%
SAM
678
Seelaus Asset Management
New Jersey
$677K +$102K +2,900 +18%
PMA
679
Prudent Man Advisors
Illinois
$674K -$38.1K -1,085 -5%
TG
680
TCW Group
California
$671K +$674K +19,201 New
CAM
681
Chesapeake Asset Management
New York
$669K +$145K +4,138 +27%
EWA
682
Exencial Wealth Advisors
Oklahoma
$668K +$122K +3,465 +22%
LOAMS
683
Lombard Odier Asset Management (Switzerland)
Switzerland
$666K +$66.5K +1,896 +11%
IIA
684
IPG Investment Advisors
California
$665K -$93.9K -2,677 -12%
FIM
685
Fernwood Investment Management
Massachusetts
$660K
DP
686
Dearborn Partners
Illinois
$659K -$4.49K -128 -0.7%
WI
687
WrapManager Inc
California
$656K -$6.18K -176 -0.9%
EP
688
Edgestream Partners
New Jersey
$655K +$660K +18,819 New
DF
689
Donoghue Forlines
Massachusetts
$654K -$13.2K -375 -2%
HH
690
Hilltop Holdings
Texas
$646K -$115K -3,266 -15%
KeyBank National Association
691
KeyBank National Association
Ohio
$645K -$351 -10 -0.1%
IPW
692
Impact Partnership Wealth
Georgia
$643K +$134K +3,816 +26%
TFS
693
Thoroughbred Financial Services
Tennessee
$643K -$33.1K -942 -5%
IGAM
694
iA Global Asset Management
Quebec, Canada
$628K -$581K -16,563 -48%
KWM
695
Keating Wealth Management
Colorado
$627K +$632K +17,998 New
AO
696
Advisor OS
Illinois
$626K +$20.8K +594 +3%
UB
697
UMB Bank
Missouri
$624K +$147K +4,194 +31%
AIMCA
698
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$623K
SGCA
699
Steel Grove Capital Advisors
Tennessee
$623K -$20.4K -580 -3%
CFA
700
Cahill Financial Advisors
Minnesota
$623K -$215K -6,132 -26%