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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
ET
901
Equitable Trust
Tennessee
$244K +$27.8K +815 +13%
Marshall Wace
902
Marshall Wace
United Kingdom
$243K -$7.41M -216,997 -97%
DWT
903
Dorsey & Whitney Trust
South Dakota
$243K -$15K -440 -6%
CM
904
Capital Management
Virginia
$242K
HCP
905
Hexagon Capital Partners
Arkansas
$241K -$10.4K -306 -4%
PWP
906
Principle Wealth Partners
Connecticut
$241K -$50.3K -1,474 -17%
SIM
907
Sentry Investment Management
Wisconsin
$238K -$32.7K -958 -12%
VFA
908
Valeo Financial Advisors
Indiana
$237K -$9.42K -276 -4%
BEI
909
Benjamin Edwards Inc
Missouri
$237K -$16.2K -474 -6%
TA
910
Townsend & Associates
Colorado
$237K
LF
911
Lee Financial
Texas
$236K
MFWP
912
Mosaic Family Wealth Partners
Missouri
$235K +$137 +4 +0.1%
GIM
913
Greylin Investment Management
Virginia
$235K -$61.4K -1,800 -21%
GS
914
GTS Securities
New York
$235K +$24.3K +713 +11%
EHWM
915
Eads & Heald Wealth Management
Georgia
$234K -$26.2K -767 -10%
CWS
916
Confluence Wealth Services
Pennsylvania
$234K +$546 +16 +0.2%
AC
917
Annandale Capital
Texas
$233K
PCM
918
Penserra Capital Management
California
$229K -$36.8K -1,078 -14%
SIG
919
Sargent Investment Group
Maryland
$229K +$171 +5 +0.1%
PCM
920
Parsons Capital Management
Rhode Island
$228K
JWM
921
Janiczek Wealth Management
Colorado
$228K
FT
922
Fiduciary Trust
Massachusetts
$225K
PWPS
923
Pinnacle Wealth Planning Services
Ohio
$223K -$205 -6 -0.1%
WI
924
Wintrust Investments
Illinois
$221K -$20.4K -599 -8%
CG
925
Colony Group
Massachusetts
$221K -$1.84K -54 -0.8%

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.