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Williams Companies
WMB

Overview Fund Activity

1,139 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, 455 increasing their positions, 402 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,139
Holders Change
+9
Holders Change %
+0.8%
% of All Funds
17.96%
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
455
Reduced
402
Closed
86
Calls
$346M
Puts
$199M
Net Calls
+$147M
Net Calls Change
+$39.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$654M
2
Bank of America
Bank of America
North Carolina
$1.66B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$231M
4
First Trust Advisors
First Trust Advisors
Illinois
$89.6M
5
BC
Brookfield Corp
Ontario, Canada
$204M

Top Sellers

1
Millennium Management
Millennium Management
New York
$120M
2
Goldman Sachs
Goldman Sachs
New York
$277M
3
State Street
State Street
Massachusetts
$2.69B
4
BlackRock
BlackRock
New York
$3.86B
5
Citadel Advisors
Citadel Advisors
Florida
$390K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
901
Curi Wealth Management
North Carolina
$228K -$23.2K -712 -9%
MFWP
902
Mosaic Family Wealth Partners
Missouri
$228K +$98 +3 +0%
O
903
Ossiam
France
$227K +$150K +4,594 +194%
AC
904
Annandale Capital
Texas
$226K – – –
CWS
905
Confluence Wealth Services
Pennsylvania
$226K +$1.21K +37 +0.5%
GT
906
Glenview Trust
Kentucky
$224K +$224K +6,877 New
SIG
907
Sargent Investment Group
Maryland
$221K +$221K +6,780 New
PCM
908
Parsons Capital Management
Rhode Island
$221K – – –
MCCA
909
Mill Creek Capital Advisors
Pennsylvania
$221K +$221K +6,773 New
JWM
910
Janiczek Wealth Management
Colorado
$221K – – –
FT
911
Fiduciary Trust
Massachusetts
$218K +$218K +6,677 New
WSTAM
912
Wilbanks Smith & Thomas Asset Management
Virginia
$218K -$111K -3,413 -34%
LSA
913
Lion Street Advisors
Texas
$217K +$217K +7,742 New
PWPS
914
Pinnacle Wealth Planning Services
Ohio
$216K -$27.3K -838 -11%
QT
915
Quantamental Technologies
New York
$216K +$216K +6,608 New
BW
916
Bison Wealth
Georgia
$215K +$215K +6,593 New
CG
917
Colony Group
Massachusetts
$215K +$215K +6,601 New
DFCM
918
Dark Forest Capital Management
Puerto Rico
$214K +$214K +6,573 New
JEST
919
JTC Employer Solutions Trustee
Jersey
$211K – – –
JCM
920
Jacobi Capital Management
Pennsylvania
$210K +$210K +6,447 New
ET
921
Equitable Trust
Tennessee
$210K +$210K +6,442 New
GIA
922
Gateway Investment Advisers
Ohio
$210K -$10.9K -333 -5%
NFC
923
Northeast Financial Consultants
Connecticut
$208K +$208K +6,365 New
PP
924
PDS Planning
Ohio
$207K +$207K +6,350 New
FWCM
925
Ferguson Wellman Capital Management
Oregon
$207K +$207K +6,344 New
35 36
37
38 39