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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 %
XF
826
XML Financial
Maryland
$290K -$100K -3,336 -26%
FWP
827
FAS Wealth Partners
Kansas
$290K +$3.52K +108 +1%
MIM
828
Moseley Investment Management
Florida
$288K -$18.1K -554 -6%
ATC
829
Adirondack Trust Company
New York
$288K +$15K +436 +6%
MCM
830
Mengis Capital Management
Oregon
$287K -$19.6K -600 -6%
BHPW
831
Beverly Hills Private Wealth
California
$287K +$287K +8,352 New
RWM
832
Ritholtz Wealth Management
New York
$287K -$26.1K -799 -8%
GIM
833
Greylin Investment Management
Virginia
$286K -$13.1K -400 -4%
TA
834
TFB Advisors
Kansas
$286K +$286K +8,758 New
ACG
835
Allen Capital Group
Nebraska
$286K
PWM
836
Perigon Wealth Management
California
$284K -$36K -1,103 -11%
GIM
837
Groesbeck Investment Management
New Jersey
$284K -$78.8K -2,422 -22%
UM
838
UniSuper Management
Australia
$284K +$284K +8,700 New
WPW
839
Waldron Private Wealth
Pennsylvania
$284K -$27.3K -837 -9%
IAIM
840
Industrial Alliance Investment Management
Quebec, Canada
$283K -$4.38M -134,360 -94%
AGA
841
Arkos Global Advisors
Texas
$283K -$3.1K -95 -1%
PWP
842
Principle Wealth Partners
Connecticut
$282K +$33 +1 +0%
HNB
843
Huntington National Bank
Ohio
$281K -$17.9K -548 -6%
OIA
844
OneDigital Investment Advisors
Kansas
$280K +$7.34K +225 +3%
EFSCE
845
Enterprise Financial Services Corp (EFSC)
Missouri
$277K -$1.47K -45 -0.5%
KP
846
Keel Point
Alabama
$277K +$48K +1,471 +21%
FDS
847
Freedom Day Solutions
Texas
$276K +$1.6K +49 +0.6%
WC
848
Waterloo Capital
Texas
$276K +$276K +8,467 New
LSPW
849
Lake Street Private Wealth
Illinois
$275K +$47.3K +1,451 +21%
LF
850
Lantz Financial
Illinois
$274K +$2.55K +78 +0.9%