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Williams Companies
WMB

Overview Fund Activity

1,139 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, 455 increasing their positions, 402 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,139
Holders Change
+9
Holders Change %
+0.8%
% of All Funds
17.97%
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
455
Reduced
402
Closed
86
Calls
$346M
Puts
$199M
Net Calls
+$147M
Net Calls Change
+$39.6M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$654M
2
Bank of America
2
Bank of America
North Carolina
$1.66B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$231M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$89.6M
5
BC
5
Brookfield Corp
Ontario, Canada
$204M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$120M
2
Goldman Sachs
2
Goldman Sachs
New York
$277M
3
State Street
3
State Street
Massachusetts
$2.69B
4
BlackRock
4
BlackRock
New York
$3.86B
5
Citadel Advisors
5
Citadel Advisors
Florida
$390K
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
1001
Delta Asset Management
Tennessee
$44.1K – – –
POIA
1002
Pin Oak Investment Advisors
Texas
$43K – – –
OIA
1003
Optimum Investment Advisors
Illinois
$42.2K – – –
JFA
1004
JNBA Financial Advisors
Minnesota
$41.1K -$5.29K -162 -11%
FMP
1005
Financial Management Professionals
Texas
$39K +$3.55K +109 +10%
ANBT
1006
American National Bank & Trust
Texas
$38.3K – – –
AT
1007
Avalon Trust
New Mexico
$37.3K – – –
AA
1008
Addison Advisors
Vermont
$35.9K – – –
FFC
1009
First Financial Corp
Indiana
$35.4K -$2.81K -86 -7%
Lazard Asset Management
1010
Lazard Asset Management
New York
$35K -$36.5K -1,140 -51%
WTA
1011
Washington Trust Advisors
Massachusetts
$34.8K -$3.85K -118 -10%
BCM
1012
Bourgeon Capital Management
Connecticut
$34.6K – – –
SS
1013
Sunbelt Securities
Texas
$34.4K -$81.6K -2,500 -70%
AWM
1014
AllSquare Wealth Management
New York
$34.3K – – –
CPA
1015
Cowen Prime Advisors
New York
$32.6K – – –
AFG
1016
Albion Financial Group
Utah
$32.6K – – –
MRCM
1017
M&R Capital Management
New Jersey
$31.3K – – –
TC
1018
Trust Company
Kansas
$31.1K – – –
EL
1019
EMFO LLC
Florida
$30.2K – – –
APC
1020
Aspire Private Capital
North Carolina
$29.6K +$2.25K +69 +8%
CA
1021
Clearstead Advisors
Ohio
$29.3K +$18.7K +573 +177%
SFG
1022
Steward Financial Group
Texas
$29K +$29K +903 New
AFIA
1023
America First Investment Advisors
Nebraska
$28.8K – – –
BCMLT
1024
Beacon Capital Management LLC (Tennessee)
Tennessee
$28.4K +$7.64K +234 +37%
CHA
1025
Carmichael Hill & Associates
Maryland
$27.7K – – –
39 40
41
42 43