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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
HS
776
Horan Securities
United States
$396K +$10.2K +300 +3%
MLL
777
Moody Lynn & Lieberson
Massachusetts
$395K -$751 -22 -0.2%
RAM
778
Readystate Asset Management
Illinois
$395K +$400K +11,718 New
PA
779
Pinnacle Associates
New York
$393K -$37.5K -1,098 -9%
HNB
780
Huntington National Bank
Ohio
$392K +$103K +3,029 +35%
FDCDDQ
781
Federation des caisses Desjardins du Quebec
Quebec, Canada
$392K -$24.8K -728 -6%
OFS
782
OneAscent Financial Services
Alabama
$391K +$396K +11,600 New
BFIM
783
Beese Fulmer Investment Management
Ohio
$390K
MMPW
784
Mitchell McLeod Pugh & Williams
Alabama
$389K +$394K +11,554 New
Credit Agricole
785
Credit Agricole
France
$385K +$390K +11,441 New
CGL
786
Clarius Group LLC
Washington
$385K -$109K -3,182 -22%
ECG
787
Edge Capital Group
Georgia
$384K -$36.4K -1,068 -9%
SCI
788
Stableford Capital II
Arizona
$382K
WSC
789
Wellington Shields & Co
New York
$380K
PTC
790
Private Trust Company
Ohio
$376K -$10.5K -307 -3%
IF
791
Intrua Financial
Texas
$376K +$7.1K +208 +2%
STA
792
Summit Trail Advisors
New York
$375K +$27.4K +802 +8%
CAMG
793
CWA Asset Management Group
Florida
$374K +$49.5K +1,449 +15%
SBH
794
Segall Bryant & Hamill
Illinois
$370K +$17.1K +500 +5%
FFA
795
Founders Financial Alliance
North Carolina
$369K -$7.06K -207 -2%
LAS
796
Lloyd Advisory Services
Georgia
$368K +$373K +10,926 New
NG
797
Norden Group
Utah
$368K +$373K +10,926 New
PWM
798
Perigon Wealth Management
California
$368K +$75.1K +2,202 +25%
II
799
Inspire Investing
Idaho
$366K -$40K -1,171 -10%
EWA
800
EP Wealth Advisors
California
$365K +$238K +6,970 +180%

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.