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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
OIA
1001
Optimum Investment Advisors
Illinois
$38.6K
AAP
1002
Arax Advisory Partners
Colorado
$35.9K +$7.97K +258 +27%
AWM
1003
AllSquare Wealth Management
New York
$35.8K
WTA
1004
Washington Trust Advisors
Massachusetts
$35.4K +$803 +26 +2%
ANBT
1005
American National Bank & Trust
Texas
$35.1K +$6.98K +226 +24%
FFC
1006
First Financial Corp
Indiana
$35K
AT
1007
Avalon Trust
New Mexico
$34.1K +$35.3K +1,143 New
SOW
1008
State of Wyoming
Wyoming
$34K -$119K -3,860 -77%
AA
1009
Addison Advisors
Vermont
$32.8K -$1.24K -40 -4%
FMP
1010
Financial Management Professionals
Texas
$32K +$18.8K +610 +128%
BCM
1011
Bourgeon Capital Management
Connecticut
$31.7K -$3.09K -100 -9%
CPA
1012
Cowen Prime Advisors
New York
$30K
AFG
1013
Albion Financial Group
Utah
$29.9K
IG
1014
ING Group
Netherlands
$29.1K +$30.1K +973 New
MRCM
1015
M&R Capital Management
New Jersey
$28.7K
TC
1016
Trust Company
Kansas
$28.4K -$3.65K -118 -11%
EL
1017
EMFO LLC
Florida
$27.6K -$8.62K -279 -23%
ME
1018
McIlrath & Eck
Washington
$27.1K +$2.35K +76 +9%
AFIA
1019
America First Investment Advisors
Nebraska
$26.4K
CHA
1020
Carmichael Hill & Associates
Maryland
$25.4K
SAI
1021
Systematic Alpha Investments
New Jersey
$25.1K +$26K +841 New
APC
1022
Aspire Private Capital
North Carolina
$25K +$9.48K +307 +58%
Twin Tree Management
1023
Twin Tree Management
Texas
$24.9K
RWPA
1024
Richard W. Paul & Associates
Michigan
$24.9K +$958 +31 +4%
PB
1025
Pinnacle Bancorp
Nebraska
$24.8K

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.