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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
EFG
926
Everhart Financial Group
Ohio
$220K +$223K +6,534 New
JCM
927
Jacobi Capital Management
Pennsylvania
$219K +$1.84K +54 +0.8%
CCG
928
Cypress Capital Group
Florida
$219K +$11.4K +335 +5%
LBC
929
Lowe Brockenbrough & Co
Virginia
$218K +$221K +6,480 New
JEST
930
JTC Employer Solutions Trustee
Jersey
$218K
SFA
931
Semmax Financial Advisors
North Carolina
$217K +$212K +6,208 New
CWM
932
Curi Wealth Management
North Carolina
$216K -$19.7K -576 -8%
NFC
933
Northeast Financial Consultants
Connecticut
$214K
ESCM
934
Echo Street Capital Management
New York
$213K +$216K +6,334 New
MCCA
935
Mill Creek Capital Advisors
Pennsylvania
$213K -$15.2K -444 -7%
PFA
936
Pinnacle Family Advisors
Missouri
$212K +$853 +25 +0.4%
PFA
937
Pettinga Financial Advisors
Indiana
$212K -$35.8K -1,050 -14%
FNBT
938
FineMark National Bank & Trust
Florida
$210K +$213K +6,246 New
FFA
939
Farther Finance Advisors
California
$210K +$37.7K +1,106 +22%
PIA
940
Powell Investment Advisors
Florida
$209K -$34 -1 -0%
TAM
941
Tocqueville Asset Management
New York
$209K
HCM
942
Hilton Capital Management
New York
$207K
KA
943
Kooman & Associates
Pennsylvania
$207K -$1.43K -42 -0.7%
FTWA
944
Fifth Third Wealth Advisors
Ohio
$204K +$207K +6,063 New
BW
945
Bison Wealth
Georgia
$201K -$21.5K -629 -10%
PPP
946
Private Portfolio Partners
New Jersey
$201K +$203K +5,955 New
BBHC
947
Brown Brothers Harriman & Co
New York
$200K +$27.9K +819 +16%
HBW
948
Hazlett, Burt & Watson
West Virginia
$189K -$11.7K -342 -6%
FHA
949
First Horizon Advisors
Tennessee
$185K +$24.2K +709 +15%
LSA
950
Leonteq Securities AG
Switzerland
$179K -$205 -6 -0.1%

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.