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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
BWP
976
Baldwin Wealth Partners
Massachusetts
$59.7K
MCM
977
Manchester Capital Management
Vermont
$59.7K +$61.8K +2,000 New
BWA
978
BDO Wealth Advisors
Florida
$59K +$61.1K +1,977 New
HGERS
979
Householder Group Estate & Retirement Specialist
Arizona
$59K +$60.6K +1,963 New
SIC
980
Salem Investment Counselors
North Carolina
$56.7K
HIA
981
Harbor Investment Advisory
Maryland
$56K
VCM
982
Versant Capital Management
Arizona
$55.1K +$7.45K +241 +15%
LS
983
Livforsakringsbolaget Skandia
Sweden
$54.2K
ACM
984
Antonetti Capital Management
Florida
$53.7K +$15.4K +500 +38%
EBA
985
Eagle Bay Advisors
New York
$52.8K -$8.49K -275 -13%
RA
986
Rational Advisors
New York
$52.2K +$1.79K +58 +3%
Jones Financial Companies
987
Jones Financial Companies
Missouri
$52K +$6.18K +200 +13%
CFO
988
CVA Family Office
Colorado
$49.9K +$13.3K +430 +35%
CSB
989
City State Bank
Iowa
$48K
MC
990
Machina Capital
France
$47.8K +$49.5K +1,601 New
MA
991
MCF Advisors
Kentucky
$47.7K -$13.7K -444 -22%
MFA
992
McClarren Financial Advisors
Pennsylvania
$46K +$741 +24 +2%
CBT
993
Central Bank & Trust
Kentucky
$45.6K -$77.9K -2,521 -62%
ACM
994
Adalta Capital Management
New York
$45K
VNA
995
Valley National Advisers
Pennsylvania
$45K +$680 +22 +2%
VCM
996
Vigilant Capital Management
Maine
$43K +$44.8K +1,450 New
JFA
997
JNBA Financial Advisors
Minnesota
$42.5K +$13.7K +442 +45%
DAM
998
Delta Asset Management
Tennessee
$40.4K
POIA
999
Pin Oak Investment Advisors
Texas
$40K
SC
1000
SouthState Corp
Florida
$39K -$8.06K -261 -17%

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.