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Williams Companies
WMB

Overview Fund Activity

947 hedge funds and large institutions have $27B invested in Williams Companies in 2021 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 402 increasing their positions, 277 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
947
Holders Change
+54
Holders Change %
+6.05%
% of All Funds
16.53%
Holding in Top 10
32
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.56%
New
122
Increased
402
Reduced
277
Closed
63
Calls
$149M
Puts
$108M
Net Calls
+$41.1M
Net Calls Change
+$5.6M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$1.94B
2
State Street
2
State Street
Massachusetts
$2.16B
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$73.3M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$67.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$298M

Top Sellers

1
BlackRock
1
BlackRock
New York
$2.67B
2
TCA
2
Tortoise Capital Advisors
Kansas
$357M
3
Deutsche Bank
3
Deutsche Bank
Germany
$701M
4
Franklin Resources
4
Franklin Resources
California
$687M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$361M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCA
701
Westover Capital Advisors
Delaware
$271K – – –
CFN
702
Cordasco Financial Network
Florida
$268K – – –
PFM
703
Phillips Financial Management
Indiana
$268K – – –
Bessemer Group
704
Bessemer Group
New Jersey
$267K -$983 -37 -0.4%
MHS
705
M Holdings Securities
Oregon
$267K +$6.81K +256 +3%
AIM
706
Aspen Investment Management
Michigan
$267K +$9.28K +350 +4%
AIA
707
Arbor Investment Advisors
North Carolina
$266K – – –
SWM
708
Stockman Wealth Management
Montana
$266K – – –
HA
709
Harbor Advisors
Florida
$266K – – –
NW
710
NewEdge Wealth
Pennsylvania
$266K +$11.8K +446 +5%
GP
711
Geneva Partners
Wisconsin
$266K +$266K +10,000 New
MAFM
712
Mid Atlantic Financial Management
Pennsylvania
$266K +$266K +10,004 New
CB
713
Community Bank
New York
$265K +$265K +10,000 New
KMWM
714
Keudell/Morrison Wealth Management
Oregon
$263K +$263K +9,895 New
CG
715
Clarus Group
Texas
$261K – – –
MWA
716
Meridian Wealth Advisors
Texas
$260K +$1.94K +73 +0.8%
BCA
717
Berman Capital Advisors
Georgia
$260K +$19.5K +739 +8%
DMBA
718
Deseret Mutual Benefit Administrators
Utah
$260K +$260K +9,784 New
RIA
719
Realta Investment Advisors
Delaware
$256K +$256K +9,659 New
ANRIA
720
American National Registered Investment Advisor
Texas
$255K – – –
ARC
721
Advisor Resource Council
Texas
$253K +$253K +9,525 New
SCI
722
Stableford Capital II
Arizona
$252K – – –
IA
723
IFP Advisors
Florida
$251K +$111K +4,165 +79%
CS
724
Comerica Securities
Michigan
$250K -$73.1K -2,756 -23%
LNC
725
Lincoln National Corp
Pennsylvania
$250K -$2.21K -83 -0.9%
27 28
29
30 31