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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
LSPW
851
Lake Street Private Wealth
Illinois
$337K -$6.6K -188 -2%
IF
852
Intrua Financial
Texas
$337K -$52.1K -1,485 -13%
FCA
853
FinTrust Capital Advisors
South Carolina
$336K -$857K -24,431 -72%
CFG
854
Carr Financial Group
Massachusetts
$332K -$4.04K -115 -1%
WMA
855
West Michigan Advisors
Michigan
$332K +$77.9K +2,220 +30%
LNC
856
Lincoln National Corp
Pennsylvania
$330K +$5.65K +161 +2%
BSW
857
Buckingham Strategic Wealth
Missouri
$329K -$245K -6,973 -42%
SCM
858
Sage Capital Management
New Jersey
$329K +$332K +9,446 New
TW
859
TritonPoint Wealth
Maryland
$325K +$328K +9,342 New
CWM
860
CarsonAllaria Wealth Management
Illinois
$324K -$16.4K -468 -5%
WMWM
861
Whitaker-Myers Wealth Managers
Ohio
$324K +$326K +9,299 New
CLOS
862
Compagnie Lombard Odier SCmA
Switzerland
$323K -$14.8K -422 -4%
GGA
863
Granite Group Advisors
Connecticut
$323K +$309K +8,810 New
FWP
864
FAS Wealth Partners
Kansas
$323K +$10.1K +287 +3%
Fisher Asset Management
865
Fisher Asset Management
Washington
$322K +$324K +9,238 New
CFG
866
Cooper Financial Group
California
$320K -$12.3K -350 -4%
GM
867
GeoWealth Management
Illinois
$319K +$321K +9,158 New
GAMC
868
Garner Asset Management Corp
Texas
$317K +$328K +9,350 New
ACG
869
Allen Capital Group
Nebraska
$317K -$16.8K -478 -5%
IAMOG
870
Investors Asset Management of Georgia
Georgia
$315K +$421 +12 +0.1%
OWM
871
OneAscent Wealth Management
Alabama
$315K -$29.9K -853 -9%
TWC
872
TD Waterhouse Canada
Ontario, Canada
$314K +$157K +4,469 +108%
ECP
873
Epacria Capital Partners
Colorado
$313K
STA
874
Summit Trail Advisors
New York
$313K -$75K -2,138 -19%
IAN
875
Integrated Advisors Network
Texas
$313K +$15.3K +437 +5%