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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
VCG
851
Vantage Consulting Group
Virginia
$263K +$28.3K +916 +12%
AGA
852
Arkos Global Advisors
Texas
$262K -$6.86K -222 -2%
FWP
853
FAS Wealth Partners
Kansas
$262K +$124 +4 +0%
ACG
854
Allen Capital Group
Nebraska
$261K +$270K +8,750 New
FW
855
FirstPurpose Wealth
Utah
$261K +$41.1K +1,329 +18%
PWP
856
Principle Wealth Partners
Connecticut
$258K -$44.7K -1,447 -14%
LNC
857
Lincoln National Corp
Pennsylvania
$255K -$5.28K -171 -2%
EFSCE
858
Enterprise Financial Services Corp (EFSC)
Missouri
$255K +$3.15K +102 +1%
MHS
859
M Holdings Securities
Oregon
$255K +$14.7K +475 +6%
WFI
860
West Family Investments
California
$253K +$34.3K +1,110 +15%
FDS
861
Freedom Day Solutions
Texas
$252K -$13.5K -437 -5%
JF
862
Jump Financial
Illinois
$251K +$259K +8,393 New
BEI
863
Benjamin Edwards Inc
Missouri
$250K -$1.27K -41 -0.5%
OIA
864
OneDigital Investment Advisors
Kansas
$249K -$31K -1,005 -11%
LF
865
Lantz Financial
Illinois
$248K +$1.3K +42 +0.5%
Two Sigma Advisers
866
Two Sigma Advisers
New York
$248K +$256K +8,300 New
CAMG
867
CWA Asset Management Group
Florida
$247K +$64.1K +2,075 +33%
HCM
868
Hilton Capital Management
New York
$247K
JCIA
869
Jackson Creek Investment Advisors
Colorado
$245K -$989 -32 -0.4%
IAN
870
Integrated Advisors Network
Texas
$244K -$2.44K -79 -1%
IF
871
Intrua Financial
Texas
$244K +$257K +8,333 New
ATPW
872
Ashton Thomas Private Wealth
Arizona
$244K -$187K -6,040 -43%
BCM
873
Brookstone Capital Management
Illinois
$243K -$4.48K -145 -2%
RFA
874
Resurgent Financial Advisors
Georgia
$243K -$95.1K -3,079 -27%
BWM
875
Birchcreek Wealth Management
Ohio
$242K -$22.7K -734 -8%

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.