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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
VNA
1001
Valley National Advisers
Pennsylvania
$61K +$10.6K +310 +21%
JFA
1002
JNBA Financial Advisors
Minnesota
$58.3K +$16K +470 +37%
AAP
1003
Arax Advisory Partners
Colorado
$57.1K +$137 +4 +0.2%
RA
1004
Rational Advisors
New York
$55.5K -$1.3K -38 -2%
HGERS
1005
Householder Group Estate & Retirement Specialist
Arizona
$54.4K +$55K +1,613 New
CSB
1006
City State Bank
Iowa
$54K
MFA
1007
McClarren Financial Advisors
Pennsylvania
$54K +$717 +21 +1%
ACM
1008
Adalta Capital Management
New York
$51K
WSCM
1009
Wellington Shields Capital Management
New York
$50.5K -$68.3K -2,000 -57%
Jones Financial Companies
1010
Jones Financial Companies
Missouri
$49.8K +$1.67K +49 +3%
DAM
1011
Delta Asset Management
Tennessee
$45.5K
POIA
1012
Pin Oak Investment Advisors
Texas
$45K
OIA
1013
Optimum Investment Advisors
Illinois
$43.6K
GWSG
1014
GPS Wealth Strategies Group
Colorado
$42.7K -$30.6K -896 -41%
OIAM
1015
OFI Invest Asset Management
France
$40.9K +$43.8K +1,284 New
AWM
1016
AllSquare Wealth Management
New York
$40.4K
FMP
1017
Financial Management Professionals
Texas
$40K -$375 -11 -0.9%
AT
1018
Avalon Trust
New Mexico
$38.5K
AFG
1019
Albion Financial Group
Utah
$38.4K +$4.74K +139 +14%
AA
1020
Addison Advisors
Vermont
$37.1K
FFC
1021
First Financial Corp
Indiana
$36.5K
CIA
1022
Cape Investment Advisory
Georgia
$36.3K -$138K -4,052 -79%
WTA
1023
Washington Trust Advisors
Massachusetts
$36K
BCM
1024
Bourgeon Capital Management
Connecticut
$35.7K
SS
1025
Sunbelt Securities
Texas
$35.5K

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.