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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
CG
876
Clarus Group
Texas
$241K -$5.59K -181 -2%
RCAG
877
Rehmann Capital Advisory Group
Michigan
$240K +$5.87K +190 +2%
SCM
878
Shelton Capital Management
Colorado
$240K +$3.31K +107 +1%
SIM
879
Sentry Investment Management
Wisconsin
$239K -$16.9K -546 -6%
PFA
880
Pettinga Financial Advisors
Indiana
$238K +$247K +7,984 New
EW
881
Evoke Wealth
California
$238K +$8.9K +288 +4%
MYLI
882
Meiji Yasuda Life Insurance
Japan
$237K -$522K -16,897 -68%
ATC
883
Adirondack Trust Company
New York
$236K +$23.2K +752 +11%
HCP
884
Hexagon Capital Partners
Arkansas
$235K +$4.63K +150 +2%
CWM
885
Curi Wealth Management
North Carolina
$230K -$15.2K -493 -6%
WGAM
886
Wilkinson Global Asset Management
New York
$228K
SMC
887
Smith, Moore & Co
Missouri
$228K +$20.9K +677 +10%
MA
888
MJP Associates
Connecticut
$228K +$8.68K +281 +4%
CWM
889
Cornerstone Wealth Management
Missouri
$227K +$234K +7,588 New
EHWM
890
Eads & Heald Wealth Management
Georgia
$225K -$494 -16 -0.2%
AC
891
Abbrea Capital
California
$225K +$233K +7,538 New
WPC
892
Wedmont Private Capital
Pennsylvania
$224K -$66.7K -2,159 -22%
PWPS
893
Pinnacle Wealth Planning Services
Ohio
$223K +$25.5K +824 +12%
1WA
894
180 Wealth Advisors
Washington
$220K +$680 +22 +0.3%
CSC
895
Caldwell Sutter Capital
California
$220K +$228K +7,372 New
EP
896
Eudaimonia Partners
Tennessee
$220K -$9.85K -319 -4%
NCM
897
Next Capital Management
New York
$220K
BMWM
898
Brown Miller Wealth Management
Virginia
$220K -$39.3K -1,273 -15%
GL
899
Graypoint LLC
New York
$219K -$74.1K -2,399 -25%
VSQM
900
V-Square Quantitative Management
Illinois
$219K +$226K +7,319 New

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.