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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
DSC
951
Duncker Streett & Co
Missouri
$179K
CCM
952
Chilton Capital Management
Texas
$178K
CA
953
Clearstead Advisors
Ohio
$175K +$147K +4,303 +480%
AGWCA
954
Annis Gardner Whiting Capital Advisors
Florida
$166K +$168K +4,915 New
ADL
955
Asset Dedication LLC
California
$160K +$8.02K +235 +5%
PFBT
956
Parkside Financial Bank & Trust
Missouri
$156K +$4.13K +121 +3%
EBA
957
Eagle Bay Advisors
New York
$154K +$46.3K +1,356 +42%
AIM
958
Anchor Investment Management
South Carolina
$151K +$4.98K +146 +3%
TWC
959
TD Waterhouse Canada
Ontario, Canada
$143K +$18.4K +538 +15%
MAM
960
Meeder Asset Management
Ohio
$143K +$144K +4,232 New
CMBA
961
C.M. Bidwell & Associates
Hawaii
$138K +$140K +4,100 New
MA
962
MCF Advisors
Kentucky
$133K +$1.09K +32 +0.8%
OP
963
ORG Partners
Indiana
$125K -$352K -10,305 -74%
AA
964
Alta Advisers
United Kingdom
$125K
KA
965
Kozak & Associates
Colorado
$123K -$4.5K -132 -3%
IG
966
ING Group
Netherlands
$122K +$123K +3,611 New
WT
967
Whittier Trust
California
$112K +$9.83K +288 +9%
CB
968
Centennial Bank
Arkansas
$109K +$110K +3,230 New
AF
969
Advisornet Financial
Minnesota
$108K -$7.99K -234 -7%
IRC
970
Investors Research Corp
Georgia
$108K
TCM
971
TD Capital Management
Tennessee
$101K
RTC
972
Riverview Trust Company
Washington
$101K +$88.1K +2,582 +628%
NFSG
973
Newbridge Financial Services Group
Florida
$98.7K -$11.9K -350 -11%
PP
974
PrairieView Partners
Minnesota
$97K
C
975
Covestor
United Kingdom
$96K -$1.98K -58 -2%

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.