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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
AWE
701
Avidian Wealth Enterprises
Texas
$526K -$26.2K -769 -5%
QCG
702
Quadrant Capital Group
Ohio
$524K +$148K +4,335 +39%
HNWAG
703
High Net Worth Advisory Group
Florida
$524K -$24.8K -728 -4%
CFAM
704
Center For Asset Management
Florida
$519K -$6.14K -180 -1%
SG
705
Somerset Group
Minnesota
$518K
DFCM
706
Dark Forest Capital Management
Puerto Rico
$513K +$296K +8,663 +132%
HAG
707
HF Advisory Group
Maryland
$512K -$14.7K -432 -3%
GC
708
Garde Capital
Washington
$510K +$1.02K +30 +0.2%
RCM
709
RNC Capital Management
California
$509K -$120K -3,525 -19%
EH
710
Equitable Holdings
New York
$508K -$956 -28 -0.2%
VA
711
Vident Advisory
Georgia
$507K +$514K +15,060 New
CAM
712
Chesapeake Asset Management
New York
$507K +$174K +5,087 +51%
CSC
713
Caldwell Sutter Capital
California
$507K +$13K +381 +3%
SWP
714
Stratos Wealth Partners
Ohio
$505K +$58.7K +1,721 +13%
RIA
715
Realta Investment Advisors
Delaware
$505K
TCMP
716
Thrive Capital Management (Pennsylvania)
Pennsylvania
$504K +$9.28K +272 +2%
ANTB
717
AMG National Trust Bank
Colorado
$504K +$20.7K +608 +4%
SCM
718
Sterneck Capital Management
Missouri
$501K -$29K -850 -5%
CCFM
719
Clear Creek Financial Management
Washington
$498K +$11.7K +343 +2%
CIC
720
Cornercap Investment Counsel
Georgia
$496K -$103K -3,006 -17%
IPW
721
Impact Partnership Wealth
Georgia
$493K -$175K -5,136 -26%
VWA
722
Visionary Wealth Advisors
Illinois
$484K -$8.16K -239 -2%
DT
723
Diversified Trust
Tennessee
$483K +$15.4K +451 +3%
MAA
724
Mraz Amerine & Associates
California
$477K
FAIM
725
Financial Advocates Investment Management
Washington
$476K -$21.1K -617 -4%

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.