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Williams Companies
WMB

Overview Fund Activity

947 hedge funds and large institutions have $27B invested in Williams Companies in 2021 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 402 increasing their positions, 277 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
947
Holders Change
+54
Holders Change %
+6.05%
% of All Funds
16.53%
Holding in Top 10
32
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.56%
New
122
Increased
402
Reduced
277
Closed
63
Calls
$149M
Puts
$108M
Net Calls
+$41.1M
Net Calls Change
+$5.6M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$1.94B
2
State Street
2
State Street
Massachusetts
$2.16B
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$73.3M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$67.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$298M

Top Sellers

1
BlackRock
1
BlackRock
New York
$2.67B
2
TCA
2
Tortoise Capital Advisors
Kansas
$357M
3
Deutsche Bank
3
Deutsche Bank
Germany
$701M
4
Franklin Resources
4
Franklin Resources
California
$687M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$361M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
776
Albion Financial Group
Utah
$138K +$138K +5,200 New
GC
777
Grace Capital
Massachusetts
$133K – – –
NFSG
778
Newbridge Financial Services Group
Florida
$132K -$7.9K -298 -6%
SWM
779
Spire Wealth Management
Virginia
$126K -$1.7M -64,027 -93%
PFBT
780
Parkside Financial Bank & Trust
Missouri
$126K -$37.5K -1,407 -23%
LAS
781
Lloyd Advisory Services
Georgia
$125K +$106K +4,018 +569%
PFGIA
782
Patriot Financial Group Insurance Agency
Massachusetts
$123K +$45.4K +1,705 +59%
JCM
783
Jacobi Capital Management
Pennsylvania
$116K +$23.2K +872 +25%
WWM
784
Wagner Wealth Management
South Carolina
$114K -$11.3K -425 -9%
T
785
TOBAM
France
$110K – – –
1IA
786
1834 Investment Advisors
Wisconsin
$110K +$98.1K +3,700 +824%
DI
787
Disciplined Investments
Oklahoma
$109K +$84.2K +3,178 +339%
EFSCE
788
Enterprise Financial Services Corp (EFSC)
Missouri
$108K +$2.41K +91 +2%
EIP
789
Ellis Investment Partners
Pennsylvania
$98K +$1.48K +56 +2%
LWCFA
790
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$97K +$97K +3,639 New
WP
791
WealthShield Partners
North Carolina
$96K +$46.3K +1,743 +93%
GAM
792
Gemmer Asset Management
California
$95K – – –
AWM
793
Accel Wealth Management
Iowa
$95K +$1.49K +56 +2%
EBA
794
Eagle Bay Advisors
New York
$93K +$93K +3,452 New
ETC
795
Exchange Traded Concepts
Oklahoma
$91K +$91K +3,426 New
CFG
796
CKW Financial Group
Hawaii
$86K – – –
PMAS
797
PNC Managed Account Solutions
Texas
$86K +$86K +3,238 New
IRC
798
Investors Research Corp
Georgia
$85K +$6.63K +250 +8%
ST
799
Smithfield Trust
Pennsylvania
$84K – – –
HWA
800
HHM Wealth Advisors
Tennessee
$83K +$7.19K +271 +9%
30 31
32
33 34