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Williams Companies

1,149 hedge funds and large institutions have $34.6B invested in Williams Companies in 2022 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 499 increasing their positions, 332 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 83

50% more repeat investments, than reductions

Existing positions increased: 499 | Existing positions reduced: 332

15% more capital invested

Capital invested by funds: $30.1B → $34.6B (+$4.54B)

13% more call options, than puts

Call options by funds: $243M | Put options by funds: $215M

10% more funds holding in top 10

Funds holding in top 10: 3134 (+3)

5% more funds holding

Funds holding: 1,0971,149 (+52)

0.61% less ownership

Funds ownership: 86.41%85.8% (-0.61%)

Holders
1,149
Holders Change
+52
Holders Change %
+4.74%
% of All Funds
18.47%
Holding in Top 10
34
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.68%
% of All Funds
0.55%
New
156
Increased
499
Reduced
332
Closed
83
Calls
$243M
Puts
$215M
Net Calls
+$27.9M
Net Calls Change
-$96.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
51
HSBC Holdings
United Kingdom
$99.4M +$39.7M +1,220,737 +68%
Barclays
52
Barclays
United Kingdom
$98.1M +$13M +398,110 +15%
Citigroup
53
Citigroup
New York
$97.7M -$8.75M -268,648 -8%
TSW
54
Thompson Siegel & Walmsley
Virginia
$93.6M -$3.54M -108,840 -4%
CS
55
Credit Suisse
Switzerland
$90.7M +$8.94M +274,658 +11%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$90.5M +$7.15M +219,516 +9%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$90.3M -$904K -27,777 -1%
EWM
58
Evercore Wealth Management
New York
$88.8M +$1.04M +31,894 +1%
EIC
59
Equity Investment Corp
Georgia
$88M -$5.73M -175,877 -6%
1832 Asset Management
60
1832 Asset Management
Ontario, Canada
$86.3M -$26.5M -814,329 -24%
CIMLRA
61
CBRE Investment Management Listed Real Assets
Pennsylvania
$84.1M -$14.4M -443,564 -15%
Federated Hermes
62
Federated Hermes
Pennsylvania
$83.2M +$4.71M +144,530 +6%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$79.7M +$8.19M +251,669 +12%
First Trust Advisors
64
First Trust Advisors
Illinois
$79.7M -$26.2M -805,606 -25%
JIC
65
Johnson Investment Counsel
Ohio
$79.6M +$782K +24,034 +1%
DPIM
66
Duff & Phelps Investment Management
Illinois
$78.9M +$370K +11,377 +0.5%
T. Rowe Price Associates
67
T. Rowe Price Associates
Maryland
$76.6M -$200M -6,133,255 -72%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$75.3M +$2.93M +90,009 +4%
National Pension Service
69
National Pension Service
South Korea
$74.6M +$2.05M +63,112 +3%
EAM
70
Eagle Asset Management
Florida
$74.5M +$57.9M +1,779,064 +330%
LPL Financial
71
LPL Financial
California
$73.2M +$6.39M +196,353 +10%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$70.6M +$690K +21,187 +1%
Bank of Nova Scotia
73
Bank of Nova Scotia
Ontario, Canada
$68.7M -$616K -18,931 -0.9%
AM
74
AGF Management
Ontario, Canada
$68.4M +$67.7M +2,078,253 New
AllianceBernstein
75
AllianceBernstein
Tennessee
$65M +$11.7M +358,708 +22%

WMB Hedge Fund Activity: Q4 2022 in Review

1,149 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q4 2022, worth a combined $34.6B — up 15% from $30.1B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new WMB positions and 83 closed out — a net gain of 73 holders — while 499 added to existing stakes and 332 trimmed.

The largest buyer was Westwood Holdings Group, adding an estimated $137M. The largest seller was Dodge & Cox, cutting an estimated $338M.

  • 1,149 institutional investors held Williams Companies (WMB) as of Q4 2022, up from 1,097 in Q3 2022.
  • Funds reported $34.6B of Williams Companies stock for Q4 2022, up 15% quarter-over-quarter.
  • 156 funds opened new Williams Companies positions in Q4 2022 and 83 closed out, a net change of +73 holders.
  • The largest Williams Companies buyer in Q4 2022 was Westwood Holdings Group, an estimated $137M added.
  • The largest Williams Companies seller in Q4 2022 was Dodge & Cox, an estimated $338M sold.

Based on aggregated 13F filings for Q4 2022.