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Williams Companies

1,136 hedge funds and large institutions have $31.2B invested in Williams Companies in 2023 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 486 increasing their positions, 389 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $284M | Put options by funds: $177M

25% more repeat investments, than reductions

Existing positions increased: 486 | Existing positions reduced: 389

6% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 93

0.01% more ownership

Funds ownership: 85.8%85.82% (+0.01%)

1% less funds holding

Funds holding: 1,1501,136 (-14)

10% less capital invested

Capital invested by funds: $34.6B → $31.2B (-$3.44B)

32% less funds holding in top 10

Funds holding in top 10: 3423 (-11)

Holders
1,136
Holders Change
-14
Holders Change %
-1.22%
% of All Funds
18.1%
Holding in Top 10
23
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-32.35%
% of All Funds
0.37%
New
99
Increased
486
Reduced
389
Closed
93
Calls
$284M
Puts
$177M
Net Calls
+$107M
Net Calls Change
+$79.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WI
801
Wintrust Investments
Illinois
$325K +$20.7K +670 +7%
WPA
802
West Paces Advisors
Georgia
$322K +$58.3K +1,887 +21%
SWM
803
Segment Wealth Management
Texas
$321K
SBH
804
Segall Bryant & Hamill
Illinois
$320K -$3.52K -114 -1%
IWM
805
IHT Wealth Management
Illinois
$315K +$31.5K +1,020 +11%
CCA
806
Cottonwood Capital Advisors
Utah
$315K -$6.83K -221 -2%
PFM
807
Phillips Financial Management
Indiana
$315K -$18.1K -587 -5%
TFA
808
Teamwork Financial Advisors
Texas
$312K -$11.6K -374 -3%
SWP
809
Stratos Wealth Partners
Ohio
$308K -$48K -1,555 -13%
SIA
810
Strategic Investment Advisors
Michigan
$307K +$17.6K +570 +6%
FNT
811
First National Trust
Pennsylvania
$306K +$316K +10,232 New
WCA
812
Westover Capital Advisors
Delaware
$305K
1IA
813
1620 Investment Advisors
Massachusetts
$304K -$216 -7 -0.1%
CW
814
CreativeOne Wealth
Kansas
$303K +$24K +777 +8%
SFI
815
Siemens Fonds Invest
Germany
$301K -$2.9K -94 -0.9%
WSTAM
816
Wilbanks Smith & Thomas Asset Management
Virginia
$301K -$11.1K -358 -3%
CB
817
Community Bank
New York
$299K
HA
818
Harbor Advisors
Florida
$299K
SWM
819
Stockman Wealth Management
Montana
$299K
SIMG
820
Sonora Investment Management Group
Arizona
$299K +$7.26K +235 +2%
RIA
821
Retirement Investment Advisors
Oklahoma
$296K +$307K +9,928 New
PWM
822
Perigon Wealth Management
California
$293K +$25.1K +813 +9%
APA
823
Astoria Portfolio Advisors
New York
$293K -$20.8K -673 -6%
GSEP
824
Golden State Equity Partners
California
$292K +$302K +9,782 New
CWM
825
CarsonAllaria Wealth Management
Illinois
$290K +$154 +5 +0.1%

WMB Hedge Fund Activity: Q1 2023 in Review

1,136 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q1 2023, worth a combined $31.2B — down 9.9% from $34.6B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new WMB positions and 93 closed out — a net gain of 6 holders — while 486 added to existing stakes and 389 trimmed.

The largest buyer was Millennium Management, adding an estimated $274M. The largest seller was Deutsche Bank, cutting an estimated $585M.

  • 1,136 institutional investors held Williams Companies (WMB) as of Q1 2023, down from 1,150 in Q4 2022.
  • Funds reported $31.2B of Williams Companies stock for Q1 2023, down 9.9% quarter-over-quarter.
  • 99 funds opened new Williams Companies positions in Q1 2023 and 93 closed out, a net change of +6 holders.
  • The largest Williams Companies buyer in Q1 2023 was Millennium Management, an estimated $274M added.
  • The largest Williams Companies seller in Q1 2023 was Deutsche Bank, an estimated $585M sold.

Based on aggregated 13F filings for Q1 2023.