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Williams Companies

1,145 hedge funds and large institutions have $34.3B invested in Williams Companies in 2023 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 459 increasing their positions, 404 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $346M | Put options by funds: $199M

22% more funds holding in top 10

Funds holding in top 10: 2328 (+5)

20% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 86

14% more repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 404

10% more capital invested

Capital invested by funds: $31.2B → $34.3B (+$3.12B)

0.81% more ownership

Funds ownership: 85.82%86.63% (+0.81%)

1% more funds holding

Funds holding: 1,1361,145 (+9)

Holders
1,145
Holders Change
+9
Holders Change %
+0.79%
% of All Funds
17.98%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.44%
New
103
Increased
459
Reduced
404
Closed
86
Calls
$346M
Puts
$199M
Net Calls
+$147M
Net Calls Change
+$39.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CM
901
Capital Management
Virginia
$235K
WI
902
Wintrust Investments
Illinois
$234K -$112K -3,734 -34%
OCG
903
Opus Capital Group
Ohio
$233K
LF
904
Lee Financial
Texas
$229K +$23.8K +793 +13%
CWM
905
Curi Wealth Management
North Carolina
$228K -$21.4K -712 -9%
MFWP
906
Mosaic Family Wealth Partners
Missouri
$228K +$90 +3 +0%
O
907
Ossiam
France
$227K +$138K +4,594 +194%
AC
908
Annandale Capital
Texas
$226K
CWS
909
Confluence Wealth Services
Pennsylvania
$226K +$1.11K +37 +0.5%
GT
910
Glenview Trust
Kentucky
$224K +$206K +6,877 New
SIG
911
Sargent Investment Group
Maryland
$221K +$203K +6,780 New
PCM
912
Parsons Capital Management
Rhode Island
$221K
MCCA
913
Mill Creek Capital Advisors
Pennsylvania
$221K +$203K +6,773 New
JWM
914
Janiczek Wealth Management
Colorado
$221K
FT
915
Fiduciary Trust
Massachusetts
$218K +$200K +6,677 New
WSTAM
916
Wilbanks Smith & Thomas Asset Management
Virginia
$218K -$102K -3,413 -34%
LSA
917
Lion Street Advisors
Texas
$217K +$232K +7,742 New
PWPS
918
Pinnacle Wealth Planning Services
Ohio
$216K -$25.1K -838 -11%
QT
919
Quantamental Technologies
New York
$216K +$198K +6,608 New
BW
920
Bison Wealth
Georgia
$215K +$198K +6,593 New
CG
921
Colony Group
Massachusetts
$215K +$198K +6,601 New
DFCM
922
Dark Forest Capital Management
Puerto Rico
$214K +$197K +6,573 New
JEST
923
JTC Employer Solutions Trustee
Jersey
$211K
JCM
924
Jacobi Capital Management
Pennsylvania
$210K +$193K +6,447 New
ET
925
Equitable Trust
Tennessee
$210K +$193K +6,442 New