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Williams Companies
WMB

Overview Fund Activity

947 hedge funds and large institutions have $27B invested in Williams Companies in 2021 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 402 increasing their positions, 277 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
947
Holders Change
+54
Holders Change %
+6.05%
% of All Funds
16.53%
Holding in Top 10
32
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.56%
New
122
Increased
402
Reduced
277
Closed
63
Calls
$149M
Puts
$108M
Net Calls
+$41.1M
Net Calls Change
+$5.6M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$1.94B
2
State Street
2
State Street
Massachusetts
$2.16B
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$73.3M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$67.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$298M

Top Sellers

1
BlackRock
1
BlackRock
New York
$2.67B
2
TCA
2
Tortoise Capital Advisors
Kansas
$357M
3
Deutsche Bank
3
Deutsche Bank
Germany
$701M
4
Franklin Resources
4
Franklin Resources
California
$687M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$361M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBL
926
Sargent Bickham Lagudis
Colorado
$4K +$72 +3 +2%
TWM
927
Tradition Wealth Management
Minnesota
$4K +$4K +133 New
MCM
928
MV Capital Management
Maryland
$4K +$4K +165 New
CWP
929
Concord Wealth Partners
Virginia
$3K -$8.44K -363 -74%
JMF
930
Johnson Midwest Financial
Iowa
$3K – – –
COCM
931
Charter Oak Capital Management
New Hampshire
$3K – – –
IAS
932
IMA Advisory Services
Colorado
$3K +$59 +2 +2%
CWC
933
Carolinas Wealth Consulting
North Carolina
$3K +$1.36K +58 +83%
LPWM
934
Lake Point Wealth Management
Texas
$3K +$3K +100 New
CA
935
Clearstead Advisors
Ohio
$3K +$3K +106 New
SSB
936
Sandy Spring Bank
Maryland
$3K +$3K +126 New
BWA
937
BDO Wealth Advisors
Florida
$2K – – –
TFM
938
TFC Financial Management
Massachusetts
$2K – – –
SFO
939
Standard Family Office
South Dakota
$2K – – –
BWM
940
Baystate Wealth Management
Massachusetts
$2K +$32 +1 +2%
AIC
941
Archer Investment Corporation
Indiana
$1.06K – – –
PSB
942
Piscataqua Savings Bank
New Hampshire
$1K – – –
CAM
943
CenterStar Asset Management
Illinois
$1K -$58K – –
JIR
944
James Investment Research
Ohio
$1K – – –
Jones Financial Companies
945
Jones Financial Companies
Missouri
$1K +$1K +44 New
AAP
946
Arax Advisory Partners
Colorado
$1K +$1K +44 New
BBHC
947
Brown Brothers Harriman & Co
New York
$114 -$14 -520 -11%
WIM
948
Westside Investment Management
California
$10 – – –
Capital Research Global Investors
949
Capital Research Global Investors
California
– -$31.1M -1,310,911 Closed
TAM
950
Trust Asset Management
Texas
– -$11.6M -489,279 Closed
36 37
38
39 40