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Williams Companies

1,145 hedge funds and large institutions have $35.7B invested in Williams Companies in 2023 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 399 increasing their positions, 479 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $376M | Put options by funds: $248M

16% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 75

11% more funds holding in top 10

Funds holding in top 10: 2831 (+3)

4% more capital invested

Capital invested by funds: $34.3B → $35.7B (+$1.35B)

0.39% more ownership

Funds ownership: 86.63%87.02% (+0.39%)

0% less funds holding

Funds holding: 1,1461,145 (-1)

17% less repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 479

Holders
1,145
Holders Change
-1
Holders Change %
-0.09%
% of All Funds
18.17%
Holding in Top 10
31
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.71%
% of All Funds
0.49%
New
87
Increased
399
Reduced
479
Closed
75
Calls
$376M
Puts
$248M
Net Calls
+$128M
Net Calls Change
-$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OWM
826
OneAscent Wealth Management
Alabama
$334K +$338K +9,911 New
FW
827
FirstPurpose Wealth
Utah
$333K +$3.82K +112 +1%
CFB
828
Cullen/Frost Bankers
Texas
$330K +$13.2K +386 +4%
CWM
829
CarsonAllaria Wealth Management
Illinois
$329K -$102 -3 -0%
SIMG
830
Sonora Investment Management Group
Arizona
$328K
PCA
831
Pallas Capital Advisors
Massachusetts
$328K +$327K +9,590 New
CS
832
Comerica Securities
Michigan
$328K -$322K -9,428 -49%
BHPW
833
Beverly Hills Private Wealth
California
$327K +$46.2K +1,354 +16%
CLOS
834
Compagnie Lombard Odier SCmA
Switzerland
$327K -$99K -2,900 -23%
EW
835
Evoke Wealth
California
$323K +$24.1K +707 +8%
DCBT
836
Dakota Community Bank & Trust
North Dakota
$323K +$273 +8 +0.1%
CFG
837
Cooper Financial Group
California
$321K -$111K -3,239 -25%
CA
838
Calton & Associates
Florida
$321K +$325K +9,525 New
IA
839
IFP Advisors
Florida
$319K -$516K -15,118 -61%
IAA
840
Independent Advisor Alliance
North Carolina
$317K -$192K -5,623 -37%
SC
841
Syon Capital
California
$316K +$320K +9,375 New
CG
842
Clarus Group
Texas
$316K -$29K -850 -8%
ACG
843
Allen Capital Group
Nebraska
$315K +$28K +820 +9%
LNC
844
Lincoln National Corp
Pennsylvania
$314K -$4.06K -119 -1%
IWM
845
IHT Wealth Management
Illinois
$312K +$3.82K +112 +1%
WPW
846
Waldron Private Wealth
Pennsylvania
$307K +$14.7K +432 +5%
PP
847
Patten & Patten
Tennessee
$305K +$37.4K +1,095 +14%
ECP
848
Epacria Capital Partners
Colorado
$303K
FWP
849
FAS Wealth Partners
Kansas
$303K +$3.52K +103 +1%
SWM
850
Spire Wealth Management
Virginia
$301K -$58.6K -1,716 -16%

WMB Hedge Fund Activity: Q3 2023 in Review

1,145 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q3 2023, worth a combined $35.7B — up 3.9% from $34.3B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new WMB positions and 75 closed out — a net gain of 12 holders — while 399 added to existing stakes and 479 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $373M. The largest seller was BlackRock, cutting an estimated $196M.

  • 1,145 institutional investors held Williams Companies (WMB) as of Q3 2023, down from 1,146 in Q2 2023.
  • Funds reported $35.7B of Williams Companies stock for Q3 2023, up 3.9% quarter-over-quarter.
  • 87 funds opened new Williams Companies positions in Q3 2023 and 75 closed out, a net change of +12 holders.
  • The largest Williams Companies buyer in Q3 2023 was T. Rowe Price Associates, an estimated $373M added.
  • The largest Williams Companies seller in Q3 2023 was BlackRock, an estimated $196M sold.

Based on aggregated 13F filings for Q3 2023.