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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
HBW
926
Hazlett, Burt & Watson
West Virginia
$176K +$19.8K +640 +12%
AAS
927
Ameritas Advisory Services
Nebraska
$170K -$137K -4,451 -44%
WSCM
928
Wellington Shields Capital Management
New York
$164K -$327K -10,600 -66%
CCM
929
Chilton Capital Management
Texas
$158K +$163K +5,283 New
SN
930
Sittner & Nelson
Oregon
$157K
BBHC
931
Brown Brothers Harriman & Co
New York
$156K +$6.09K +197 +4%
LSA
932
Leonteq Securities AG
Switzerland
$154K -$44.5K -1,440 -22%
CL
933
COWA LLC
Oklahoma
$152K +$341K +11,038 +181%
CIA
934
Cape Investment Advisory
Georgia
$145K +$150K +4,848 New
ADL
935
Asset Dedication LLC
California
$135K
FHA
936
First Horizon Advisors
Tennessee
$131K -$402 -13 -0.3%
AIM
937
Anchor Investment Management
South Carolina
$127K
CFG
938
CKW Financial Group
Hawaii
$122K
AWM
939
Accel Wealth Management
Iowa
$118K +$1.85K +60 +2%
PFBT
940
Parkside Financial Bank & Trust
Missouri
$116K +$1.42K +46 +1%
KA
941
Kozak & Associates
Colorado
$112K -$61.8K -2,001 -35%
AA
942
Alta Advisers
United Kingdom
$110K
NFSG
943
Newbridge Financial Services Group
Florida
$105K -$13.2K -426 -11%
CMF
944
Counterpoint Mutual Funds
California
$105K +$108K +3,506 New
SS
945
Sunbelt Securities
Texas
$105K +$110K +3,554 New
DI
946
Disciplined Investments
Oklahoma
$99.9K +$12.3K +397 +13%
AF
947
Advisornet Financial
Minnesota
$97.6K +$2.25K +73 +2%
IRC
948
Investors Research Corp
Georgia
$95.7K
ST
949
Smithfield Trust
Pennsylvania
$95K
WT
950
Whittier Trust
California
$91K

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.