We are live on ! Find out more
WMB icon

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
MRCM
1026
M&R Capital Management
New Jersey
$32.3K
TC
1027
Trust Company
Kansas
$32.1K
ANBT
1028
American National Bank & Trust
Texas
$31.9K -$7.71K -226 -19%
CCP
1029
Carmel Capital Partners
California
$31.3K +$31.7K +928 New
EL
1030
EMFO LLC
Florida
$31.2K
SFG
1031
Steward Financial Group
Texas
$30K -$410 -12 -1%
APC
1032
Aspire Private Capital
North Carolina
$29.7K -$853 -25 -3%
AFIA
1033
America First Investment Advisors
Nebraska
$29.7K
CHA
1034
Carmichael Hill & Associates
Maryland
$28.6K
HH
1035
HWG Holdings
Texas
$28.5K +$28.9K +846 New
BCMLT
1036
Beacon Capital Management LLC (Tennessee)
Tennessee
$28.4K
SAI
1037
Systematic Alpha Investments
New Jersey
$28.3K
ME
1038
McIlrath & Eck
Washington
$28.1K
PB
1039
Pinnacle Bancorp
Nebraska
$28K
SWA
1040
Sutton Wealth Advisors
Florida
$27.6K +$3.99K +117 +17%
FWA
1041
FSC Wealth Advisors
New York
$26.7K +$27K +792 New
TCPG
1042
Trivant Custom Portfolio Group
California
$26.1K
MCM
1043
MV Capital Management
Maryland
$25.9K +$717 +21 +3%
RG
1044
Retirement Group
California
$25.6K
RWPA
1045
Richard W. Paul & Associates
Michigan
$25.3K -$1.02K -30 -4%
SIC
1046
Salem Investment Counselors
North Carolina
$25.3K
GCM
1047
Gables Capital Management
Florida
$23.2K
EIM
1048
Essex Investment Management
Massachusetts
$22.9K
DIP
1049
DT Investment Partners
Pennsylvania
$22.6K
ST
1050
Smithfield Trust
Pennsylvania
$22K

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.