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Williams Companies

1,130 hedge funds and large institutions have $31.2B invested in Williams Companies in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 483 increasing their positions, 387 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,130
Holders Change
-14
Holders Change %
-1.22%
% of All Funds
18.09%
Holding in Top 10
23
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-32.35%
% of All Funds
0.37%
New
98
Increased
483
Reduced
387
Closed
93
Calls
$284M
Puts
$177M
Net Calls
+$107M
Net Calls Change
+$79.4M
Name Holding Trade Value Shares
Change
Shares
Change %
SBH
801
Segall Bryant & Hamill
Illinois
$320K -$3.4K -114 -1%
IWM
802
IHT Wealth Management
Illinois
$315K +$30.5K +1,020 +11%
CCA
803
Cottonwood Capital Advisors
Utah
$315K -$6.6K -221 -2%
PFM
804
Phillips Financial Management
Indiana
$315K -$17.5K -587 -5%
TFA
805
Teamwork Financial Advisors
Texas
$312K -$11.2K -374 -3%
SWP
806
Stratos Wealth Partners
Ohio
$308K -$46.4K -1,555 -13%
SIA
807
Strategic Investment Advisors
Michigan
$307K +$17K +570 +6%
FNT
808
First National Trust
Pennsylvania
$306K +$306K +10,232 New
WCA
809
Westover Capital Advisors
Delaware
$305K
1IA
810
1620 Investment Advisors
Massachusetts
$304K -$209 -7 -0.1%
CW
811
CreativeOne Wealth
Kansas
$303K +$23.2K +777 +8%
SFI
812
Siemens Fonds Invest
Germany
$301K -$2.81K -94 -0.9%
WSTAM
813
Wilbanks Smith & Thomas Asset Management
Virginia
$301K -$10.7K -358 -3%
CB
814
Community Bank
New York
$299K
SWM
815
Stockman Wealth Management
Montana
$299K
HA
816
Harbor Advisors
Florida
$299K
SIMG
817
Sonora Investment Management Group
Arizona
$299K +$7.02K +235 +2%
RIA
818
Retirement Investment Advisors
Oklahoma
$296K +$296K +9,928 New
PWM
819
Perigon Wealth Management
California
$293K +$24.3K +813 +9%
APA
820
Astoria Portfolio Advisors
New York
$293K -$20K -673 -6%
GSEP
821
Golden State Equity Partners
California
$292K +$292K +9,782 New
CWM
822
CarsonAllaria Wealth Management
Illinois
$290K +$149 +5 +0.1%
RIL
823
Rothschild Investment LLC
Illinois
$289K +$31.4K +1,050 +12%
SC
824
Savant Capital
Illinois
$287K +$44.8K +1,499 +18%
RWM
825
Ritholtz Wealth Management
New York
$286K -$45.3K -1,518 -14%