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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
Fidelity Investments
76
Fidelity Investments
Massachusetts
$62.7M -$12.5M -365,109 -16%
DZ Bank
77
DZ Bank
Germany
$59.6M +$1.91M +55,856 +3%
ISL
78
Ingalls & Snyder LLC
New York
$58.2M -$1.09M -31,821 -2%
EIP
79
Epoch Investment Partners
New York
$57.7M +$43.5M +1,275,872 +293%
RRAM
80
River Road Asset Management
Kentucky
$56.7M +$3.33M +97,546 +6%
WHRC
81
W.H. Reaves & Co
New Jersey
$54.2M -$169K -4,949 -0.3%
CCM
82
Chickasaw Capital Management
Tennessee
$54.1M -$266K -7,791 -0.5%
CIBC Private Wealth Group
83
CIBC Private Wealth Group
Georgia
$53.8M -$6.66M -195,099 -11%
AssetMark Inc
84
AssetMark Inc
California
$53.5M -$385K -11,284 -0.7%
Principal Financial Group
85
Principal Financial Group
Iowa
$53.4M +$1.76M +51,461 +3%
AllianceBernstein
86
AllianceBernstein
Tennessee
$52.6M -$2.5M -73,242 -4%
Allianz Asset Management
87
Allianz Asset Management
Germany
$51.2M -$225K -6,597 -0.4%
Canada Life
88
Canada Life
Manitoba, Canada
$49.4M +$329K +9,631 +0.7%
CI
89
Cambiar Investors
Colorado
$46.2M -$1.36M -39,929 -3%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$45.8M -$1.43M -41,870 -3%
FCI
91
Financial Counselors Inc
Kansas
$43M -$1.26M -36,984 -3%
PCM
92
Polaris Capital Management
Massachusetts
$42.9M -$17.7M -519,500 -29%
Mitsubishi UFJ Asset Management
93
Mitsubishi UFJ Asset Management
Japan
$42.9M +$3.54M +103,838 +9%
NIM
94
NXG Investment Management
Texas
$42.7M -$7.24M -212,262 -14%
Aberdeen Group
95
Aberdeen Group
United Kingdom
$41.9M -$8.53M -250,019 -17%
VOYA Investment Management
96
VOYA Investment Management
Georgia
$38.7M -$2.51M -73,600 -6%
Citadel Advisors
97
Citadel Advisors
Florida
$38.6M +$38.7M +1,132,704 +9,478%
Victory Capital Management
98
Victory Capital Management
Texas
$38.5M +$375K +10,994 +1%
New York State Teachers Retirement System (NYSTRS)
99
New York State Teachers Retirement System (NYSTRS)
New York
$38.3M -$420K -12,305 -1%
Prudential Financial
100
Prudential Financial
New Jersey
$37.7M -$578K -16,948 -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.