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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
BTI
901
Blue Trust Inc
Georgia
$218K +$36.4K +1,179 +22%
PP
902
Patten & Patten
Tennessee
$216K
CM
903
Capital Management
Virginia
$215K -$25K -810 -10%
MGAM
904
McGowan Group Asset Management
Texas
$214K -$14.4K -466 -6%
HFP
905
Holistic Financial Partners
Indiana
$214K -$21.6K -699 -9%
MG
906
Mather Group
Illinois
$213K -$494K -15,978 -69%
OCG
907
Opus Capital Group
Ohio
$213K -$1.85K -60 -0.8%
BFEC
908
Benjamin F. Edwards & Company
Missouri
$213K -$710 -23 -0.3%
SIC
909
Sterling Investment Counsel
New York
$213K -$20.7K -670 -9%
ACM
910
AlphaStar Capital Management
North Carolina
$210K
KP
911
Keel Point
Alabama
$210K +$21.4K +692 +11%
BAM
912
Belpointe Asset Management
Nevada
$209K -$69.6K -2,253 -24%
AIP
913
Ahrens Investment Partners
Louisiana
$209K -$52.6K -1,703 -20%
LSPW
914
Lake Street Private Wealth
Illinois
$208K -$4.88K -158 -2%
MFWP
915
Mosaic Family Wealth Partners
Missouri
$208K +$247 +8 +0.1%
AC
916
Annandale Capital
Texas
$207K -$29.6K -959 -12%
JWM
917
Janiczek Wealth Management
Colorado
$206K -$5.07K -164 -2%
CWS
918
Confluence Wealth Services
Pennsylvania
$205K +$16K +518 +8%
T
919
TCWP
Ohio
$205K -$41K -1,328 -16%
PCM
920
Parsons Capital Management
Rhode Island
$202K +$209K +6,775 New
GIA
921
Gateway Investment Advisers
Ohio
$202K -$9.14K -296 -4%
JEST
922
JTC Employer Solutions Trustee
Jersey
$193K
EWA
923
EverSource Wealth Advisors
Alabama
$187K -$74.3K -2,405 -28%
LF
924
Lee Financial
Texas
$186K -$12.4K -402 -6%
SWM
925
Sugarloaf Wealth Management
Georgia
$180K +$116K +3,762 +167%

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.