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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
RIL
826
Rothschild Investment LLC
Illinois
$289K +$32.4K +1,050 +12%
SC
827
Savant Capital
Illinois
$287K +$46.3K +1,499 +18%
RWM
828
Ritholtz Wealth Management
New York
$286K -$46.9K -1,518 -14%
WMA
829
Wealth Management Associates
New Jersey
$286K
WPW
830
Waldron Private Wealth
Pennsylvania
$285K +$59.7K +1,931 +25%
MCM
831
Mengis Capital Management
Oregon
$281K -$164K -5,293 -36%
MIM
832
Moseley Investment Management
Florida
$280K +$6.24K +202 +2%
BFS
833
Bradley Foster & Sargent
Connecticut
$279K -$4.79K -155 -2%
DCBT
834
Dakota Community Bank & Trust
North Dakota
$278K -$11K -355 -4%
WSC
835
Wellington Shields & Co
New York
$277K
HPC
836
HM Payson & Co
Maine
$275K +$432 +14 +0.2%
GIM
837
Greylin Investment Management
Virginia
$274K -$4.63K -150 -2%
HNB
838
Huntington National Bank
Ohio
$273K +$72.2K +2,338 +34%
APP
839
Avantax Planning Partners
Iowa
$271K -$2.9K -94 -1%
AWAP
840
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$271K +$6.33K +205 +2%
XT
841
XTX Topco
Cayman Islands
$269K +$279K +9,024 New
IAMOG
842
Investors Asset Management of Georgia
Georgia
$269K -$1.11K -36 -0.4%
ECP
843
Epacria Capital Partners
Colorado
$269K -$1.38M -44,800 -83%
PA
844
Parallel Advisors
California
$268K +$17.3K +561 +7%
AG
845
AIA Group
Hong Kong
$268K -$30K -972 -10%
CAM
846
Chesapeake Asset Management
New York
$266K +$275K +8,896 New
WTC
847
WhitTier Trust Company
Nevada
$265K +$170K +5,508 +164%
BL
848
Balentine LLC
Georgia
$265K -$331K -10,713 -55%
PTC
849
Private Trust Company
Ohio
$264K +$2.84K +92 +1%
SA
850
Syntax Advisors
New York
$263K +$28.3K +916 +12%

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.