We are live on ! Find out more
WMB icon

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
RFG
976
RFP Financial Group
Georgia
$95.3K
IBOK
977
Independence Bank of Kentucky
Kentucky
$94.6K +$21.4K +628 +29%
CT
978
Colonial Trust
South Carolina
$92.7K +$12.9K +377 +16%
TFA
979
Toth Financial Advisory
Virginia
$88.2K +$4.03K +118 +5%
BTI
980
Blue Trust Inc
Georgia
$86K +$32.5K +951 +56%
SOW
981
State of Wyoming
Wyoming
$84.6K +$33.8K +989 +65%
JWA
982
JFS Wealth Advisors
Pennsylvania
$83.1K +$751 +22 +0.9%
SCM
983
Silvant Capital Management
Georgia
$82.8K
HI
984
Harbour Investments
Wisconsin
$81.4K +$8.05K +236 +11%
CFG
985
CKW Financial Group
Hawaii
$81K
SIS
986
Sound Income Strategies
Florida
$80.3K
CBT
987
CoreFirst Bank & Trust
Kansas
$79.2K +$7.34K +215 +10%
TCOV
988
Trust Company of Vermont
Vermont
$77.7K
TSWM
989
Tyler-Stone Wealth Management
Ohio
$77K
CSWM
990
Cassady Schiller Wealth Management
Ohio
$76.8K +$25.8K +755 +50%
CH
991
Canton Hathaway
Rhode Island
$75K
MA
992
Montag & Associates
Georgia
$74.1K
DMBA
993
Deseret Mutual Benefit Administrators
Utah
$69.7K -$10.6K -311 -13%
BWP
994
Baldwin Wealth Partners
Massachusetts
$67.4K
Lazard Asset Management
995
Lazard Asset Management
New York
$67K +$31K +909 +83%
GWS
996
Glassman Wealth Services
Virginia
$65.4K -$1.54K -45 -2%
CT
997
Caldwell Trust
Florida
$63.2K
HIA
998
Harbor Investment Advisory
Maryland
$63K -$7.41K -217 -10%
VCM
999
Versant Capital Management
Arizona
$61.8K -$102 -3 -0.2%
LS
1000
Livforsakringsbolaget Skandia
Sweden
$61.1K

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.