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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
TFA
851
Teamwork Financial Advisors
Texas
$299K +$16.9K +495 +6%
RFA
852
Resurgent Financial Advisors
Georgia
$299K +$25.9K +758 +9%
BFEC
853
Benjamin F. Edwards & Company
Missouri
$299K -$31.8K -933 -10%
MIM
854
Moseley Investment Management
Florida
$298K +$273 +8 +0.1%
IAMOG
855
Investors Asset Management of Georgia
Georgia
$298K +$410 +12 +0.1%
XF
856
XML Financial
Maryland
$296K -$28.4K -832 -9%
CFG
857
Citizens Financial Group
Rhode Island
$294K +$298K +8,729 New
GIM
858
Groesbeck Investment Management
New Jersey
$294K
AGA
859
Arkos Global Advisors
Texas
$293K
GA
860
Geller Advisors
New York
$291K +$295K +8,648 New
LF
861
Lantz Financial
Illinois
$291K +$8.63K +253 +3%
APA
862
Astoria Portfolio Advisors
New York
$291K -$34.3K -1,005 -11%
RWM
863
Ritholtz Wealth Management
New York
$290K -$5.94K -174 -2%
IAN
864
Integrated Advisors Network
Texas
$288K +$11.1K +324 +4%
OIA
865
OneDigital Investment Advisors
Kansas
$288K -$819 -24 -0.3%
CI
866
CX Institutional
Indiana
$287K -$3.61M -105,901 -93%
CFP
867
Catalyst Financial Partners
Massachusetts
$287K +$35K +1,026 +14%
AC
868
Abbrea Capital
California
$286K +$26.1K +765 +10%
VFA
869
Voya Financial Advisors
Connecticut
$285K -$318K -9,323 -53%
APP
870
Avantax Planning Partners
Iowa
$284K -$32.8K -962 -10%
WFI
871
West Family Investments
California
$280K
FDS
872
Freedom Day Solutions
Texas
$279K -$6.18K -181 -2%
HFP
873
Holistic Financial Partners
Indiana
$277K +$30.5K +893 +12%
HT
874
Heritage Trust
Oklahoma
$276K -$127K -3,736 -31%
CHJWM
875
Carlton Hofferkamp & Jenks Wealth Management
Texas
$276K +$273K +8,000 New

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.