We are live on ! Find out more
WMB icon

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
MCM
876
Mengis Capital Management
Oregon
$275K -$22.2K -650 -7%
RIL
877
Rothschild Investment LLC
Illinois
$274K -$2.18K -64 -0.8%
CCA
878
Childress Capital Advisors
Texas
$274K +$277K +8,130 New
BWM
879
Birchcreek Wealth Management
Ohio
$273K
HPC
880
HM Payson & Co
Maine
$267K -$5.05K -148 -2%
SCM
881
Shelton Capital Management
Colorado
$267K
EWA
882
EverSource Wealth Advisors
Alabama
$265K +$7.44K +218 +3%
WTC
883
WhitTier Trust Company
Nevada
$264K -$14K -411 -5%
1WA
884
180 Wealth Advisors
Washington
$262K +$8.91K +261 +3%
EP
885
Eudaimonia Partners
Tennessee
$262K -$1.23K -36 -0.5%
RCAG
886
Rehmann Capital Advisory Group
Michigan
$260K -$10.5K -307 -4%
WGAM
887
Wilkinson Global Asset Management
New York
$258K
SIC
888
Sterling Investment Counsel
New York
$257K +$7.51K +220 +3%
HIIFS
889
Harel Insurance Investments & Financial Services
Israel
$256K +$253K +7,426 New
CCC
890
Chelsea Counsel Company
California
$253K -$930K -27,250 -78%
SMC
891
Smith, Moore & Co
Missouri
$252K -$13.7K -400 -5%
BMWM
892
Brown Miller Wealth Management
Virginia
$249K +$444 +13 +0.2%
WSTAM
893
Wilbanks Smith & Thomas Asset Management
Virginia
$249K +$24.4K +714 +11%
AAS
894
Ameritas Advisory Services
Nebraska
$248K +$238K +6,967 New
MGAM
895
McGowan Group Asset Management
Texas
$247K +$2.76K +81 +1%
RB
896
Renasant Bank
Mississippi
$246K -$10.4K -305 -4%
WMA
897
West Michigan Advisors
Michigan
$246K -$8.87K -260 -3%
SA
898
Syntax Advisors
New York
$245K -$26.3K -770 -10%
VCG
899
Vantage Consulting Group
Virginia
$245K -$26.3K -770 -10%
MA
900
MJP Associates
Connecticut
$245K -$12.3K -359 -5%

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.