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Williams Companies

1,233 hedge funds and large institutions have $37.3B invested in Williams Companies in 2023 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 425 increasing their positions, 461 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 179 | Existing positions closed: 75

28% more call options, than puts

Call options by funds: $412M | Put options by funds: $321M

8% more funds holding

Funds holding: 1,1441,233 (+89)

5% more capital invested

Capital invested by funds: $35.7B → $37.3B (+$1.63B)

0.99% more ownership

Funds ownership: 87.02%88.01% (+0.99%)

8% less repeat investments, than reductions

Existing positions increased: 425 | Existing positions reduced: 461

3% less funds holding in top 10

Funds holding in top 10: 3130 (-1)

Holders
1,233
Holders Change
+89
Holders Change %
+7.78%
% of All Funds
17.98%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.44%
New
179
Increased
425
Reduced
461
Closed
75
Calls
$412M
Puts
$321M
Net Calls
+$90.3M
Net Calls Change
-$37.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
826
Sapient Capital
Indiana
$370K +$372K +10,609 New
AAM
827
Augustine Asset Management
Florida
$368K -$47.2K -1,345 -11%
DA
828
DCM Advisors
New York
$364K +$367K +10,457 New
WMA
829
Wealth Management Associates
New Jersey
$363K +$1.9K +54 +0.5%
WWA
830
WCG Wealth Advisors
Nevada
$361K +$364K +10,373 New
GI
831
Gradient Investments
Minnesota
$361K +$12.8K +364 +4%
PA
832
Parallel Advisors
California
$360K -$8.67K -247 -2%
FW
833
FirstPurpose Wealth
Utah
$360K +$16.3K +465 +5%
FNT
834
First National Trust
Pennsylvania
$356K
IAS
835
Insigneo Advisory Services
Florida
$356K -$9.16K -261 -2%
WCA
836
Westover Capital Advisors
Delaware
$355K
PP
837
Patten & Patten
Tennessee
$354K +$38.6K +1,100 +12%
EWA
838
EP Wealth Advisors
California
$353K -$25.2K -718 -7%
BJL
839
Brighton Jones LLC
Washington
$352K +$5.16K +147 +1%
IAIM
840
International Assets Investment Management
Florida
$352K -$4.63K -132 -1%
PWP
841
Precedent Wealth Partners
Texas
$351K +$353K +10,066 New
SWM
842
Stockman Wealth Management
Montana
$348K -$16.9K -481 -5%
HA
843
Harbor Advisors
Florida
$348K
CTA
844
Chesley Taft & Associates
Illinois
$348K +$351K +10,000 New
CB
845
Community Bank
New York
$348K
SIMG
846
Sonora Investment Management Group
Arizona
$342K +$2.56K +73 +0.7%
BHPW
847
Beverly Hills Private Wealth
California
$342K +$3.69K +105 +1%
CWS
848
Cypress Wealth Services
California
$339K +$341K +9,721 New
TSS
849
Two Sigma Securities
New York
$338K +$341K +9,715 New
DCBT
850
Dakota Community Bank & Trust
North Dakota
$338K +$4.14K +118 +1%