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Williams Companies

1,145 hedge funds and large institutions have $34.3B invested in Williams Companies in 2023 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 459 increasing their positions, 404 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $346M | Put options by funds: $199M

22% more funds holding in top 10

Funds holding in top 10: 2328 (+5)

20% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 86

14% more repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 404

10% more capital invested

Capital invested by funds: $31.2B → $34.3B (+$3.12B)

0.81% more ownership

Funds ownership: 85.82%86.63% (+0.81%)

1% more funds holding

Funds holding: 1,1361,145 (+9)

Holders
1,145
Holders Change
+9
Holders Change %
+0.79%
% of All Funds
17.98%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.44%
New
103
Increased
459
Reduced
404
Closed
86
Calls
$346M
Puts
$199M
Net Calls
+$147M
Net Calls Change
+$39.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MFA
1001
McClarren Financial Advisors
Pennsylvania
$51K +$660 +22 +1%
CSWM
1002
Cassady Schiller Wealth Management
Ohio
$49.8K +$30.8K +1,025 +205%
SOW
1003
State of Wyoming
Wyoming
$49.7K +$11.6K +385 +34%
ACM
1004
Adalta Capital Management
New York
$49K
VNA
1005
Valley National Advisers
Pennsylvania
$49K +$630 +21 +1%
Jones Financial Companies
1006
Jones Financial Companies
Missouri
$46.7K -$9.3K -310 -18%
DAM
1007
Delta Asset Management
Tennessee
$44.1K
POIA
1008
Pin Oak Investment Advisors
Texas
$43K
OIA
1009
Optimum Investment Advisors
Illinois
$42.2K
JFA
1010
JNBA Financial Advisors
Minnesota
$41.1K -$4.86K -162 -11%
FMP
1011
Financial Management Professionals
Texas
$39K +$3.27K +109 +10%
ANBT
1012
American National Bank & Trust
Texas
$38.3K
AT
1013
Avalon Trust
New Mexico
$37.3K
AA
1014
Addison Advisors
Vermont
$35.9K
FFC
1015
First Financial Corp
Indiana
$35.4K -$2.58K -86 -7%
Lazard Asset Management
1016
Lazard Asset Management
New York
$35K -$34.2K -1,140 -51%
WTA
1017
Washington Trust Advisors
Massachusetts
$34.8K -$3.54K -118 -10%
BCM
1018
Bourgeon Capital Management
Connecticut
$34.6K
SS
1019
Sunbelt Securities
Texas
$34.4K -$75K -2,500 -70%
AWM
1020
AllSquare Wealth Management
New York
$34.3K
AFG
1021
Albion Financial Group
Utah
$32.6K
CPA
1022
Cowen Prime Advisors
New York
$32.6K
MRCM
1023
M&R Capital Management
New Jersey
$31.3K
TC
1024
Trust Company
Kansas
$31.1K
EL
1025
EMFO LLC
Florida
$30.2K