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Williams Companies

1,139 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, 455 increasing their positions, 402 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,139
Holders Change
+9
Holders Change %
+0.8%
% of All Funds
17.96%
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
455
Reduced
402
Closed
86
Calls
$346M
Puts
$199M
Net Calls
+$147M
Net Calls Change
+$39.6M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
801
Parallel Advisors
California
$327K +$33.3K +1,021 +11%
SWM
802
Stockman Wealth Management
Montana
$326K
CB
803
Community Bank
New York
$326K
HA
804
Harbor Advisors
Florida
$326K
RIA
805
Retirement Investment Advisors
Oklahoma
$324K
APA
806
Astoria Portfolio Advisors
New York
$323K -$15.4K -449 -5%
EWA
807
EP Wealth Advisors
California
$322K +$322K +3,878 New
BFEC
808
Benjamin F. Edwards & Company
Missouri
$320K +$87.3K +2,676 +38%
CWM
809
CarsonAllaria Wealth Management
Illinois
$319K +$2.51K +77 +0.8%
FW
810
FirstPurpose Wealth
Utah
$319K +$34K +1,043 +12%
SIMG
811
Sonora Investment Management Group
Arizona
$318K -$8.16K -250 -3%
CAMG
812
CWA Asset Management Group
Florida
$315K +$44.5K +1,364 +16%
CW
813
CreativeOne Wealth
Kansas
$313K -$18.6K -568 -6%
DCBT
814
Dakota Community Bank & Trust
North Dakota
$313K +$8.48K +260 +3%
FRM
815
Fox Run Management
Connecticut
$312K -$108K -3,320 -26%
SWM
816
Segment Wealth Management
Texas
$309K -$42.4K -1,300 -12%
LNC
817
Lincoln National Corp
Pennsylvania
$308K +$29.3K +899 +11%
CFB
818
Cullen/Frost Bankers
Texas
$308K -$73.8K -2,261 -19%
VSQM
819
V-Square Quantitative Management
Illinois
$307K +$68.2K +2,091 +29%
APP
820
Avantax Planning Partners
Iowa
$307K +$9.92K +304 +3%
IWM
821
IHT Wealth Management
Illinois
$299K -$45.7K -1,401 -13%
AWAP
822
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$297K
IAMOG
823
Investors Asset Management of Georgia
Georgia
$295K +$392 +12 +0.1%
ECP
824
Epacria Capital Partners
Colorado
$294K
EW
825
Evoke Wealth
California
$290K +$29.9K +916 +11%