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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 %
IAA
701
Independent Advisor Alliance
North Carolina
$490K -$7.31K -224 -1%
Los Angeles Capital Management
702
Los Angeles Capital Management
California
$490K -$3.86M -118,402 -89%
CA
703
Cornerstone Advisors
North Carolina
$489K +$489K +15,000 New
SC
704
SRB Corp
Massachusetts
$484K +$484K +14,837 New
AWM
705
Apollon Wealth Management
South Carolina
$483K +$12.8K +392 +3%
SAS
706
Stelac Advisory Services
New York
$482K -$31.7K -971 -6%
FAIM
707
Financial Advocates Investment Management
Washington
$481K -$8.65K -265 -2%
CI
708
Cigna Investments
Connecticut
$480K +$1.3K +40 +0.3%
AIP
709
Ameritas Investment Partners
Nebraska
$480K – – –
TCMP
710
Thrive Capital Management (Pennsylvania)
Pennsylvania
$479K -$42K -1,287 -8%
BS
711
Banco Santander
Spain
$479K – – –
CSC
712
Caldwell Sutter Capital
California
$478K +$238K +7,289 +99%
VWA
713
Visionary Wealth Advisors
Illinois
$477K – – –
CGL
714
Clarius Group LLC
Washington
$476K +$55.2K +1,692 +13%
KMWM
715
Keudell/Morrison Wealth Management
Oregon
$476K +$6.36K +195 +1%
IAIM
716
International Assets Investment Management
Florida
$475K +$3.85K +118 +0.8%
PA
717
Perennial Advisors
New York
$475K – – –
CCFM
718
Clear Creek Financial Management
Washington
$471K +$326 +10 +0.1%
ANTB
719
AMG National Trust Bank
Colorado
$468K -$10.5K -323 -2%
PAM
720
Palisade Asset Management
Minnesota
$464K – – –
PFGIA
721
Patriot Financial Group Insurance Agency
Massachusetts
$462K +$3.98K +122 +0.9%
MAA
722
Mraz Amerine & Associates
California
$462K – – –
MYLI
723
Meiji Yasuda Life Insurance
Japan
$460K +$201K +6,167 +78%
OP
724
ORG Partners
Indiana
$458K -$18.2K -556 -4%
VAG
725
VisionPoint Advisory Group
Texas
$457K -$32.3K -991 -7%
27 28
29
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