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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
CCA
751
Cottonwood Capital Advisors
Utah
$441K +$87.2K +2,556 +24%
CI
752
Cigna Investments
Connecticut
$439K -$57.9K -1,697 -12%
AWA
753
Arete Wealth Advisors
Illinois
$439K -$29.4K -861 -6%
SFS
754
Sowell Financial Services
Arkansas
$438K -$651K -19,065 -59%
WPA
755
West Paces Advisors
Georgia
$437K +$46.8K +1,370 +12%
PAM
756
Palisade Asset Management
Minnesota
$437K -$42.6K -1,247 -9%
Capstone Investment Advisors
757
Capstone Investment Advisors
New York
$435K +$183K +5,370 +71%
VFA
758
Values First Advisors
Tennessee
$434K -$14.3K -419 -3%
Los Angeles Capital Management
759
Los Angeles Capital Management
California
$434K -$72.7K -2,130 -14%
First Manhattan
760
First Manhattan
New York
$433K
BBA
761
BLB&B Advisors
Pennsylvania
$429K -$12.1K -355 -3%
JFG
762
Jefferies Financial Group
New York
$429K +$435K +12,735 New
NIM
763
NEOS Investment Management
Connecticut
$427K +$432K +12,673 New
ATPW
764
Ashton Thomas Private Wealth
Arizona
$425K +$1.36K +40 +0.3%
MG
765
Mather Group
Illinois
$425K -$15.7K -460 -4%
PCIA
766
Prime Capital Investment Advisors
Kansas
$422K +$35.1K +1,028 +9%
VC
767
Vicus Capital
Pennsylvania
$415K +$420K +12,310 New
SP
768
Symmetry Partners
Connecticut
$411K
SWM
769
Segment Wealth Management
Texas
$406K +$88.6K +2,595 +27%
FRM
770
Fox Run Management
Connecticut
$405K +$84.4K +2,473 +26%
WAG
771
Wallace Advisory Group
California
$403K -$14.4K -422 -3%
GL
772
Graypoint LLC
New York
$403K +$54K +1,581 +15%
AAM
773
Augustine Asset Management
Florida
$401K -$15.9K -465 -4%
PP
774
Pacifica Partners
Canada
$401K +$171 +5 +0%
DWM
775
Drive Wealth Management
Utah
$397K -$179K -5,244 -31%

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.