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Williams Companies
WMB

Overview Fund Activity

1,023 hedge funds and large institutions have $27B invested in Williams Companies in 2021 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 396 increasing their positions, 316 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,023
Holders Change
+64
Holders Change %
+6.67%
% of All Funds
15.8%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.36%
New
163
Increased
396
Reduced
316
Closed
86
Calls
$191M
Puts
$166M
Net Calls
+$24.7M
Net Calls Change
-$24.8M

Top Buyers

1
TCA
Tortoise Capital Advisors
Kansas
+$336M
2
BlackRock
BlackRock
New York
+$210M
3
Bank of America
Bank of America
North Carolina
+$191M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$147M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$123M

Top Sellers

1
Blackstone Inc
Blackstone Inc
New York
-$231M
2
Citadel Advisors
Citadel Advisors
Florida
-$122M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$119M
4
Dodge & Cox
Dodge & Cox
California
-$73M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$67.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
801
Arete Wealth Advisors
Illinois
$208K +$208K +7,865 New
CFG
802
Cooper Financial Group
California
$207K +$207K +7,956 New
FM
803
Foster & Motley
Ohio
$205K -$25.6K -983 -11%
CI
804
Cincinnati Insurance
Ohio
$205K – – –
Acadian Asset Management
805
Acadian Asset Management
Massachusetts
$205K +$205K +7,874 New
SIC
806
Sterling Investment Counsel
New York
$203K +$203K +7,777 New
DMBA
807
Deseret Mutual Benefit Administrators
Utah
$202K – – –
TFS
808
TrustCore Financial Services
Tennessee
$200K +$28.8K +1,104 +17%
MA
809
MJP Associates
Connecticut
$200K +$200K +7,548 New
KIA
810
KCM Investment Advisors
California
$200K +$200K +7,694 New
CLOS
811
Compagnie Lombard Odier SCmA
Switzerland
$189K – – –
PFGIA
812
Patriot Financial Group Insurance Agency
Massachusetts
$181K +$15.9K +612 +10%
AF
813
Allworth Financial
California
$179K +$35.7K +1,374 +25%
RPCONE
814
Retirement Planning Company of New England
Rhode Island
$172K +$172K +6,617 New
BFEC
815
Benjamin F. Edwards & Company
Missouri
$170K +$165K +6,328 +3,402%
JEST
816
JTC Employer Solutions Trustee
Jersey
$169K – – –
MIFH
817
Migdal Insurance & Financial Holdings
Israel
$166K +$7.3K +282 +5%
APP
818
Alpha Paradigm Partners
Illinois
$160K +$160K +6,152 New
CWS
819
Confluence Wealth Services
Pennsylvania
$153K +$153K +5,884 New
LAS
820
Lloyd Advisory Services
Georgia
$146K +$26.8K +1,029 +23%
National Bank of Canada
821
National Bank of Canada
Quebec, Canada
$145K +$145K +5,561 New
JWM
822
Janiczek Wealth Management
Colorado
$139K – – –
WPWM
823
Western Pacific Wealth Management
Illinois
$130K +$130K +4,995 New
EIP
824
Ellis Investment Partners
Pennsylvania
$127K -$18.7K -718 -13%
LF
825
Lee Financial
Texas
$123K – – –
31 32
33
34 35