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Williams Companies

1,138 hedge funds and large institutions have $35.6B invested in Williams Companies in 2023 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 396 increasing their positions, 476 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,138
Holders Change
-1
Holders Change %
-0.09%
% of All Funds
18.14%
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
396
Reduced
476
Closed
75
Calls
$376M
Puts
$248M
Net Calls
+$128M
Net Calls Change
-$18.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SIMG
826
Sonora Investment Management Group
Arizona
$328K
PCA
827
Pallas Capital Advisors
Massachusetts
$328K +$328K +9,590 New
CS
828
Comerica Securities
Michigan
$328K -$318K -9,428 -49%
BHPW
829
Beverly Hills Private Wealth
California
$327K +$45.6K +1,354 +16%
CLOS
830
Compagnie Lombard Odier SCmA
Switzerland
$327K -$97.7K -2,900 -23%
EW
831
Evoke Wealth
California
$323K +$23.8K +707 +8%
DCBT
832
Dakota Community Bank & Trust
North Dakota
$323K +$270 +8 +0.1%
CFG
833
Cooper Financial Group
California
$321K -$109K -3,239 -25%
CA
834
Calton & Associates
Florida
$321K +$321K +9,525 New
IA
835
IFP Advisors
Florida
$319K -$509K -15,118 -61%
IAA
836
Independent Advisor Alliance
North Carolina
$317K -$189K -5,623 -37%
SC
837
Syon Capital
California
$316K +$316K +9,375 New
CG
838
Clarus Group
Texas
$316K -$28.6K -850 -8%
ACG
839
Allen Capital Group
Nebraska
$315K +$27K +820 +9%
LNC
840
Lincoln National Corp
Pennsylvania
$314K -$4.01K -119 -1%
IWM
841
IHT Wealth Management
Illinois
$312K +$3.77K +112 +1%
WPW
842
Waldron Private Wealth
Pennsylvania
$307K +$14.6K +432 +5%
PP
843
Patten & Patten
Tennessee
$305K +$36.9K +1,095 +14%
ECP
844
Epacria Capital Partners
Colorado
$303K
FWP
845
FAS Wealth Partners
Kansas
$303K +$3.47K +103 +1%
SWM
846
Spire Wealth Management
Virginia
$301K -$57.8K -1,716 -16%
TFA
847
Teamwork Financial Advisors
Texas
$299K +$16.7K +495 +6%
RFA
848
Resurgent Financial Advisors
Georgia
$299K +$25.5K +758 +9%
BFEC
849
Benjamin F. Edwards & Company
Missouri
$299K -$31.4K -933 -10%
MIM
850
Moseley Investment Management
Florida
$298K +$270 +8 +0.1%