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Williams Companies
WMB

Overview Fund Activity

1,139 hedge funds and large institutions have $34.3B invested in Williams Companies in 2023 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 455 increasing their positions, 402 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,139
Holders Change
+9
Holders Change %
+0.8%
% of All Funds
17.96%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.44%
New
103
Increased
455
Reduced
402
Closed
86
Calls
$346M
Puts
$199M
Net Calls
+$147M
Net Calls Change
+$39.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$562M
2
Bank of America
Bank of America
North Carolina
+$130M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$115M
4
First Trust Advisors
First Trust Advisors
Illinois
+$71.4M
5
BC
Brookfield Corp
Ontario, Canada
+$61M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$203M
2
Goldman Sachs
Goldman Sachs
New York
-$150M
3
State Street
State Street
Massachusetts
-$102M
4
BlackRock
BlackRock
New York
-$80.7M
5
Citadel Advisors
Citadel Advisors
Florida
-$50.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPC
776
Wedmont Private Capital
Pennsylvania
$366K +$115K +3,457 +46%
FFA
777
Founders Financial Alliance
North Carolina
$364K +$364K +11,155 New
QIM
778
Quantitative Investment Management
Virginia
$363K +$363K +11,146 New
CL
779
Choreo LLC
Illinois
$361K +$587 +18 +0.2%
IF
780
Intrua Financial
Texas
$357K +$85.2K +2,612 +31%
SW
781
SteelPeak Wealth
California
$350K -$5.45K -167 -2%
SF
782
Synovus Financial
Georgia
$349K -$13.6K -416 -4%
SWM
783
Spire Wealth Management
Virginia
$347K -$32.8K -1,006 -9%
PFM
784
Phillips Financial Management
Indiana
$344K +$522 +16 +0.2%
CCA
785
Cottonwood Capital Advisors
Utah
$344K -$261 -8 -0.1%
SC
786
Savant Capital
Illinois
$342K +$28.6K +876 +9%
SBH
787
Segall Bryant & Hamill
Illinois
$342K -$8.16K -250 -2%
BSW
788
Buckingham Strategic Wealth
Missouri
$341K -$12.6K -387 -4%
GL
789
Graypoint LLC
New York
$339K +$98.8K +3,029 +41%
WMA
790
Wealth Management Associates
New Jersey
$338K +$25.5K +780 +8%
STA
791
Summit Trail Advisors
New York
$337K +$337K +10,336 New
1IA
792
1620 Investment Advisors
Massachusetts
$336K +$3.2K +98 +1%
FNT
793
First National Trust
Pennsylvania
$334K – – –
CG
794
Clarus Group
Texas
$334K +$70.2K +2,151 +27%
CFG
795
Carr Financial Group
Massachusetts
$333K -$402K -12,309 -55%
WCA
796
Westover Capital Advisors
Delaware
$333K – – –
IAS
797
Insigneo Advisory Services
Florida
$332K +$332K +10,178 New
CWS
798
Cypress Wealth Services
California
$328K -$99K -3,000 -23%
SFI
799
Siemens Fonds Invest
Germany
$328K – – –
PSC
800
Portman Square Capital
United Kingdom
$328K -$147K -4,505 -31%
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