WMB icon

Williams Companies
WMB

Overview Fund Activity

1,227 hedge funds and large institutions have $37.3B invested in Williams Companies in 2023 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 421 increasing their positions, 459 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,227
Holders Change
+89
Holders Change %
+7.82%
% of All Funds
17.99%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.44%
New
179
Increased
421
Reduced
459
Closed
75
Calls
$412M
Puts
$321M
Net Calls
+$90.3M
Net Calls Change
-$37.9M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.28B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.18B
3
BlackRock
BlackRock
New York
$4B
4
Wellington Management Group
Wellington Management Group
Massachusetts
$404M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$919M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
$326M
2
ClearBridge Investments
ClearBridge Investments
New York
$690M
3
State Street
State Street
Massachusetts
$2.75B
4
Bank of America
Bank of America
North Carolina
$1.97B
5
Franklin Resources
Franklin Resources
California
$461M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
976
Tocqueville Asset Management
New York
$216K – – –
OBWG
977
Onyx Bridge Wealth Group
New York
$216K +$216K +6,200 New
VFA
978
Values First Advisors
Tennessee
$216K -$233K -6,702 -52%
LAS
979
Lloyd Advisory Services
Georgia
$215K -$165K -4,743 -43%
CCA
980
Childress Capital Advisors
Texas
$215K -$68.1K -1,955 -24%
HCM
981
Hilton Capital Management
New York
$214K – – –
MC
982
Maverick Capital
Texas
$213K +$213K +6,114 New
OCBCO
983
Oversea-Chinese Banking Corp (OCBC)
Singapore
$212K +$212K +6,077 New
PPP
984
Private Portfolio Partners
New Jersey
$211K +$3.94K +113 +2%
FTWA
985
Fifth Third Wealth Advisors
Ohio
$211K – – –
KA
986
Kooman & Associates
Pennsylvania
$211K -$2.93K -84 -1%
FPWM
987
FSB Premier Wealth Management
Iowa
$210K +$210K +6,029 New
MCCA
988
Mill Creek Capital Advisors
Pennsylvania
$209K -$11.2K -321 -5%
AC
989
AlphaCore Capital
California
$208K +$208K +5,986 New
C
990
Certuity
Florida
$207K +$207K +5,953 New
BW
991
Bison Wealth
Georgia
$206K -$1.74K -50 -0.8%
FWCM
992
Ferguson Wellman Capital Management
Oregon
$206K +$206K +5,903 New
JCM
993
Jacobsen Capital Management
Utah
$205K +$205K +5,878 New
BBHC
994
Brown Brothers Harriman & Co
New York
$204K -$3.31K -95 -2%
LMKC
995
L.M. Kohn & Company
Ohio
$203K +$203K +5,828 New
PCM
996
Penserra Capital Management
California
$195K -$40.9K -1,182 -17%
HBW
997
Hazlett, Burt & Watson
West Virginia
$194K – – –
CIA
998
Cape Investment Advisory
Georgia
$191K +$153K +4,404 +409%
DSC
999
Duncker Streett & Co
Missouri
$185K – – –
CCM
1000
Chilton Capital Management
Texas
$184K – – –
38 39
40
41 42