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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
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$105M -$1.66M -48,591 -2%
SAM
52
Silvercrest Asset Management
New York
$104M -$6.24M -182,865 -6%
Manulife (Manufacturers Life Insurance)
53
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$102M -$6.21M -181,831 -6%
Mirae Asset Global Investments
54
Mirae Asset Global Investments
South Korea
$99.2M -$10.8M -316,286 -10%
EWM
55
Evercore Wealth Management
New York
$94M +$449K +13,169 +0.5%
LPL Financial
56
LPL Financial
California
$93.8M +$4.86M +142,480 +5%
TSW
57
Thompson Siegel & Walmsley
Virginia
$93.5M -$1.49M -43,527 -2%
First Trust Advisors
58
First Trust Advisors
Illinois
$91.2M -$1.33M -38,892 -1%
CS
59
Credit Suisse
Switzerland
$90.7M +$11M +322,768 +14%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$89.5M +$10.2M +299,545 +13%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$85.6M -$22M -645,473 -20%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$85.4M -$433K -12,696 -0.5%
Jennison Associates
63
Jennison Associates
New York
$81.7M -$24.9M -728,249 -23%
Blackstone Inc
64
Blackstone Inc
New York
$77.5M -$8.94M -261,961 -10%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$76.5M +$1.74M +51,038 +2%
DPIM
66
Duff & Phelps Investment Management
Illinois
$73.7M -$6.54M -191,711 -8%
CAI
67
Capital Advisors Inc
Oklahoma
$71.8M +$1.1M +32,268 +2%
Bank of Nova Scotia
68
Bank of Nova Scotia
Ontario, Canada
$71.8M +$1.75M +51,318 +2%
EAM
69
Eagle Asset Management
Florida
$71.4M +$6.7M +196,441 +10%
Citigroup
70
Citigroup
New York
$70.2M -$2.16M -63,439 -3%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$69.3M -$1.14M -33,423 -2%
COPPSERS
72
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$67.4M +$3.15M +92,255 +5%
HighTower Advisors
73
HighTower Advisors
Illinois
$67M +$2.47M +72,481 +4%
AM
74
AGF Management
Ontario, Canada
$66.6M -$33.5K -982 -0%
National Pension Service
75
National Pension Service
South Korea
$65.9M +$479K +14,040 +0.7%

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.