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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
AWA
701
Arete Wealth Advisors
Illinois
$622K +$169K +4,829 +37%
RFA
702
Register Financial Advisors
Georgia
$616K -$28.2K -804 -4%
DI
703
Diligent Investors
California
$614K -$34.9K -994 -5%
MFG
704
Magnus Financial Group
New York
$611K +$5.62K +160 +0.9%
CCM
705
Coldstream Capital Management
Washington
$607K +$23.1K +657 +4%
EFS
706
Essex Financial Services
Connecticut
$606K +$24.1K +687 +4%
NG
707
Norden Group
Utah
$605K +$226K +6,451 +59%
NIM
708
NEOS Investment Management
Connecticut
$603K +$163K +4,632 +37%
SWP
709
Stratos Wealth Partners
Ohio
$601K +$79.3K +2,259 +15%
FAM
710
Formidable Asset Management
Ohio
$599K -$164K -4,674 -21%
Fayez Sarofim & Co
711
Fayez Sarofim & Co
Texas
$598K
GP
712
Geneva Partners
Wisconsin
$590K -$56.2K -1,601 -9%
WPA
713
West Paces Advisors
Georgia
$589K +$137K +3,911 +30%
AWE
714
Avidian Wealth Enterprises
Texas
$588K +$45.3K +1,292 +8%
PPWP
715
Premier Path Wealth Partners
New Jersey
$587K +$600K +17,100 New
HNWAG
716
High Net Worth Advisory Group
Florida
$585K +$43.9K +1,250 +8%
FRM
717
Fox Run Management
Connecticut
$585K +$168K +4,781 +40%
GSEP
718
Golden State Equity Partners
California
$584K -$111K -3,163 -16%
VFA
719
Voya Financial Advisors
Connecticut
$583K +$295K +8,418 +102%
QCG
720
Quadrant Capital Group
Ohio
$581K +$38.7K +1,103 +7%
CA
721
Carson Advisory
Georgia
$581K -$84K -2,393 -13%
VA
722
Vident Advisory
Georgia
$579K +$54.4K +1,551 +10%
SWA
723
SFMG Wealth Advisors
Texas
$578K +$20.7K +589 +4%
EIP
724
Easterly Investment Partners
Massachusetts
$577K -$49.7K -1,415 -8%
RWP
725
RWA Wealth Partners
Massachusetts
$575K +$580K +16,522 New