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Williams Companies
WMB

Overview Fund Activity

1,023 hedge funds and large institutions have $27B invested in Williams Companies in 2021 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 396 increasing their positions, 316 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,023
Holders Change
+64
Holders Change %
+6.67%
% of All Funds
15.8%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.36%
New
163
Increased
396
Reduced
316
Closed
86
Calls
$191M
Puts
$166M
Net Calls
+$24.7M
Net Calls Change
-$24.8M

Top Buyers

1
TCA
Tortoise Capital Advisors
Kansas
+$336M
2
BlackRock
BlackRock
New York
+$210M
3
Bank of America
Bank of America
North Carolina
+$191M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$147M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$123M

Top Sellers

1
Blackstone Inc
Blackstone Inc
New York
-$231M
2
Citadel Advisors
Citadel Advisors
Florida
-$122M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$119M
4
Dodge & Cox
Dodge & Cox
California
-$73M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$67.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMWM
726
Brown Miller Wealth Management
Virginia
$287K +$50.2K +1,931 +21%
PI
727
Putnam Investments
Massachusetts
$286K -$5.85K -225 -2%
TMAM
728
Tokio Marine Asset Management
Japan
$285K +$45.8K +1,756 +19%
ANTB
729
AMG National Trust Bank
Colorado
$281K -$5.44K -209 -2%
CCA
730
Cottonwood Capital Advisors
Utah
$281K +$281K +10,779 New
KMWM
731
Keudell/Morrison Wealth Management
Oregon
$279K +$11.7K +449 +4%
VF
732
Virtu Financial
New York
$278K +$278K +10,658 New
MGP
733
Metis Global Partners
California
$276K +$276K +10,606 New
SWM
734
Segment Wealth Management
Texas
$274K +$274K +10,515 New
MWA
735
Meridian Wealth Advisors
Texas
$272K +$15K +578 +6%
COF
736
Capital One Financial
Virginia
$271K +$6.28K +241 +2%
WANY
737
Wealthspire Advisors (New York)
New York
$269K +$39.9K +1,532 +17%
CWM
738
CarsonAllaria Wealth Management
Illinois
$267K +$267K +10,258 New
TCA
739
Transcend Capital Advisors
New Jersey
$266K -$29.4K -1,133 -10%
WCA
740
Westover Capital Advisors
Delaware
$266K – – –
CWM
741
Congress Wealth Management
Massachusetts
$266K +$266K +10,239 New
PFM
742
Phillips Financial Management
Indiana
$264K +$808 +31 +0.3%
CFN
743
Cordasco Financial Network
Florida
$263K – – –
AIA
744
Arbor Investment Advisors
North Carolina
$260K – – –
SWM
745
Stockman Wealth Management
Montana
$260K – – –
CB
746
Community Bank
New York
$260K – – –
HA
747
Harbor Advisors
Florida
$260K – – –
GA
748
GFS Advisors
Texas
$260K +$260K +10,000 New
4WM
749
44 Wealth Management
Oregon
$258K -$104K -4,009 -29%
EW
750
Evoke Wealth
California
$258K +$21.8K +837 +9%
28 29
30
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