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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
LWCFA
951
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$89.6K -$21K -679 -18%
TCM
952
TD Capital Management
Tennessee
$89.6K
PP
953
PrairieView Partners
Minnesota
$86K
RFG
954
RFP Financial Group
Georgia
$84.4K +$30.9K +1,000 +55%
FFA
955
Farther Finance Advisors
California
$82.1K +$21.6K +698 +34%
IGWM
956
ICA Group Wealth Management
Colorado
$81.6K -$6.18K -200 -7%
C
957
Covestor
United Kingdom
$81K -$25.8K -834 -23%
SIS
958
Sound Income Strategies
Florida
$79.6K -$124 -4 -0.1%
TWA
959
TCI Wealth Advisors
Arizona
$75.5K +$33.6K +1,088 +76%
JWA
960
JFS Wealth Advisors
Pennsylvania
$75.5K +$1.02K +33 +1%
TFA
961
Toth Financial Advisory
Virginia
$74.7K
SCM
962
Silvant Capital Management
Georgia
$73.4K
CT
963
Colonial Trust
South Carolina
$72.4K +$11.9K +385 +19%
DMBA
964
Deseret Mutual Benefit Administrators
Utah
$71.1K -$1.17K -38 -2%
SSG
965
Summit Securities Group
New York
$71K -$97K -3,141 -57%
O
966
Ossiam
France
$70.6K +$62.5K +2,024 +592%
HI
967
Harbour Investments
Wisconsin
$69.2K -$183K -5,917 -72%
CH
968
Canton Hathaway
Rhode Island
$67K
Lazard Asset Management
969
Lazard Asset Management
New York
$66K -$273K -8,833 -80%
MA
970
Montag & Associates
Georgia
$65.7K
TCOV
971
Trust Company of Vermont
Vermont
$64.4K +$51K +1,650 +326%
GWSG
972
GPS Wealth Strategies Group
Colorado
$64.2K +$66.4K +2,150 New
CBT
973
CoreFirst Bank & Trust
Kansas
$63.8K
GWS
974
Glassman Wealth Services
Virginia
$63.4K +$13.8K +446 +27%
CT
975
Caldwell Trust
Florida
$61.1K -$44.5K -1,440 -41%

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.