We are live on ! Find out more
WMB icon

Williams Companies

1,145 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, 459 increasing their positions, 404 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $346M | Put options by funds: $199M

22% more funds holding in top 10

Funds holding in top 10: 2328 (+5)

20% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 86

14% more repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 404

10% more capital invested

Capital invested by funds: $31.2B → $34.3B (+$3.12B)

0.81% more ownership

Funds ownership: 85.82%86.63% (+0.81%)

1% more funds holding

Funds holding: 1,1361,145 (+9)

Holders
1,145
Holders Change
+9
Holders Change %
+0.79%
% of All Funds
17.98%
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
459
Reduced
404
Closed
86
Calls
$346M
Puts
$199M
Net Calls
+$147M
Net Calls Change
+$39.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
801
Cypress Wealth Services
California
$328K -$90K -3,000 -23%
SFI
802
Siemens Fonds Invest
Germany
$328K
PSC
803
Portman Square Capital
United Kingdom
$328K -$135K -4,505 -31%
PA
804
Parallel Advisors
California
$327K +$30.6K +1,021 +11%
CB
805
Community Bank
New York
$326K
HA
806
Harbor Advisors
Florida
$326K
SWM
807
Stockman Wealth Management
Montana
$326K
CAM
808
Chesapeake Asset Management
New York
$325K +$32.2K +1,073 +12%
RIA
809
Retirement Investment Advisors
Oklahoma
$324K
APA
810
Astoria Portfolio Advisors
New York
$323K -$13.5K -449 -5%
EWA
811
EP Wealth Advisors
California
$322K +$116K +3,878 New
BFEC
812
Benjamin F. Edwards & Company
Missouri
$320K +$80.3K +2,676 +38%
CWM
813
CarsonAllaria Wealth Management
Illinois
$319K +$2.31K +77 +0.8%
FW
814
FirstPurpose Wealth
Utah
$319K +$31.3K +1,043 +12%
SIMG
815
Sonora Investment Management Group
Arizona
$318K -$7.5K -250 -3%
CAMG
816
CWA Asset Management Group
Florida
$315K +$40.9K +1,364 +16%
CW
817
CreativeOne Wealth
Kansas
$313K -$17K -568 -6%
DCBT
818
Dakota Community Bank & Trust
North Dakota
$313K +$7.8K +260 +3%
FRM
819
Fox Run Management
Connecticut
$312K -$99.6K -3,320 -26%
SWM
820
Segment Wealth Management
Texas
$309K -$39K -1,300 -12%
LNC
821
Lincoln National Corp
Pennsylvania
$308K +$27K +899 +11%
CFB
822
Cullen/Frost Bankers
Texas
$308K -$67.9K -2,261 -19%
VSQM
823
V-Square Quantitative Management
Illinois
$307K +$62.8K +2,091 +29%
APP
824
Avantax Planning Partners
Iowa
$307K +$9.12K +304 +3%
IWM
825
IHT Wealth Management
Illinois
$299K -$42K -1,401 -13%