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Williams Companies

1,233 hedge funds and large institutions have $37.3B invested in Williams Companies in 2023 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 425 increasing their positions, 461 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 179 | Existing positions closed: 75

28% more call options, than puts

Call options by funds: $412M | Put options by funds: $321M

8% more funds holding

Funds holding: 1,1441,233 (+89)

5% more capital invested

Capital invested by funds: $35.7B → $37.3B (+$1.63B)

0.99% more ownership

Funds ownership: 87.02%88.01% (+0.99%)

8% less repeat investments, than reductions

Existing positions increased: 425 | Existing positions reduced: 461

3% less funds holding in top 10

Funds holding in top 10: 3130 (-1)

Holders
1,233
Holders Change
+89
Holders Change %
+7.78%
% of All Funds
17.98%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.44%
New
179
Increased
425
Reduced
461
Closed
75
Calls
$412M
Puts
$321M
Net Calls
+$90.3M
Net Calls Change
-$37.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
751
Visionary Wealth Advisors
Illinois
$501K +$772 +22 +0.2%
MFS
752
Mirabella Financial Services
United Kingdom
$496K -$1.35M -38,422 -73%
MAA
753
Mraz Amerine & Associates
California
$493K
OFS
754
OneAscent Financial Services
Alabama
$484K +$80.6K +2,296 +20%
CIC
755
Cornercap Investment Counsel
Georgia
$482K -$30.6K -873 -6%
PS
756
Presima Securities
Quebec, Canada
$481K +$14K +400 +3%
HAG
757
HF Advisory Group
Maryland
$480K -$51K -1,452 -10%
CF
758
Centaurus Financial
California
$479K +$7.16K +204 +2%
CRC
759
Curi RMB Capital
Illinois
$477K -$7.12K -203 -1%
AIP
760
Ameritas Investment Partners
Nebraska
$474K -$14.9K -424 -3%
KMWM
761
Keudell/Morrison Wealth Management
Oregon
$471K -$16.7K -477 -3%
FSC
762
Full Sail Capital
Oklahoma
$471K
CD
763
Chapin Davis
Maryland
$470K -$3.51K -100 -0.7%
First Manhattan
764
First Manhattan
New York
$468K +$20.2K +576 +4%
HSA
765
HBK Sorce Advisory
Pennsylvania
$464K -$17.2K -491 -4%
CCIA
766
Campbell & Co Investment Adviser
Maryland
$464K -$361K -10,282 -44%
SFI
767
Siemens Fonds Invest
Germany
$461K +$110K +3,129 +31%
MG
768
Mather Group
Illinois
$459K +$20.4K +580 +5%
IAA
769
Independent Advisor Alliance
North Carolina
$459K +$132K +3,770 +40%
BBA
770
BLB&B Advisors
Pennsylvania
$458K +$14K +400 +3%
DT
771
Diversified Trust
Tennessee
$455K -$45K -1,282 -9%
CI
772
Cigna Investments
Connecticut
$453K
PAM
773
Palisade Asset Management
Minnesota
$452K
IWM
774
IHT Wealth Management
Illinois
$452K +$130K +3,705 +40%
FFA
775
First Foundation Advisors
California
$451K -$97K -2,765 -18%