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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
NFG
726
Nations Financial Group
Iowa
$476K +$20.5K +600 +4%
KWA
727
Kingswood Wealth Advisors
California
$476K +$70.4K +2,064 +17%
C
728
CEDRUS
Colorado
$475K +$47.5K +1,392 +11%
AIP
729
Ameritas Investment Partners
Nebraska
$473K -$22.6K -663 -5%
KMWM
730
Keudell/Morrison Wealth Management
Oregon
$471K -$20.5K -601 -4%
SC
731
Scotia Capital
Ontario, Canada
$470K +$476K +13,946 New
CRC
732
Curi RMB Capital
Illinois
$468K +$273 +8 +0.1%
MC
733
Machina Capital
France
$467K -$494K -14,474 -51%
HSA
734
HBK Sorce Advisory
Pennsylvania
$465K -$1.43K -42 -0.3%
PFGIA
735
Patriot Financial Group Insurance Agency
Massachusetts
$464K -$13.1K -383 -3%
UB
736
UMB Bank
Missouri
$463K -$5.36K -157 -1%
SF
737
Synovus Financial
Georgia
$460K +$101K +2,964 +28%
CD
738
Chapin Davis
Maryland
$458K +$464K +13,605 New
CF
739
Centaurus Financial
California
$456K -$8.53K -250 -2%
EHC
740
Everett Harris & Co
California
$456K +$2.56K +75 +0.6%
FSC
741
Full Sail Capital
Oklahoma
$455K
WPC
742
Wedmont Private Capital
Pennsylvania
$454K +$77.3K +2,265 +21%
PS
743
Presima Securities
Quebec, Canada
$451K -$174K -5,100 -28%
SC
744
SRB Corp
Massachusetts
$451K -$49.5K -1,451 -10%
LFAS
745
Level Four Advisory Services
Texas
$449K -$65.2K -1,911 -13%
GAG
746
GM Advisory Group
New York
$449K +$5.46K +160 +1%
RWA
747
Ropes Wealth Advisors
Massachusetts
$447K -$2.46M -72,094 -84%
JF
748
Jump Financial
Illinois
$446K -$311K -9,111 -41%
Luther King Capital Management (LKCM)
749
Luther King Capital Management (LKCM)
Texas
$445K +$451K +13,215 New
Connor, Clark & Lunn Investment Management (CC&L)
750
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$444K -$607K -17,790 -57%

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.