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Williams Companies

1,121 hedge funds and large institutions have $32.5B invested in Williams Companies in 2022 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 473 increasing their positions, 355 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 89

33% more repeat investments, than reductions

Existing positions increased: 473 | Existing positions reduced: 355

2% more funds holding

Funds holding: 1,1031,121 (+18)

4% more call options, than puts

Call options by funds: $237M | Put options by funds: $228M

0.24% more ownership

Funds ownership: 85.28%85.52% (+0.24%)

0% more funds holding in top 10

Funds holding in top 10: 3232 (0)

6% less capital invested

Capital invested by funds: $34.6B → $32.5B (-$2.19B)

Holders
1,121
Holders Change
+18
Holders Change %
+1.63%
% of All Funds
18.88%
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.54%
New
120
Increased
473
Reduced
355
Closed
89
Calls
$237M
Puts
$228M
Net Calls
+$8.7M
Net Calls Change
+$45.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ICM
1051
Islay Capital Management
Texas
$12K
KTC
1052
Kistler-Tiffany Companies
Pennsylvania
$12K
PWMG
1053
Prestige Wealth Management Group
New Jersey
$12K +$1.35K +39 +11%
SFG
1054
Steward Financial Group
Texas
$12K +$13.5K +390 New
FMTCOCP
1055
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$12K +$13.7K +397 New
IBOK
1056
Independence Bank of Kentucky
Kentucky
$11K
OSNBOA
1057
Old Second National Bank of Aurora
Illinois
$11K
SC
1058
Schubert & Co
Texas
$11K +$6.8K +197 +135%
AP
1059
Arlington Partners
Alabama
$10K
EI
1060
Ellevest Inc
New York
$9K
FEG
1061
Financial Enhancement Group
Indiana
$9K
PMFA
1062
Plante Moran Financial Advisors
Michigan
$9K +$5.01K +145 +92%
BIA
1063
Bell Investment Advisors
California
$9K +$10.2K +294 New
KFP
1064
KB Financial Partners
New Jersey
$8K
MUMSS
1065
Mitsubishi UFJ Morgan Stanley Securities
Japan
$8K
TCM
1066
Tradewinds Capital Management
Washington
$7K -$8.63K -250 -53%
CWP
1067
Concord Wealth Partners
Virginia
$7K -$3.18K -92 -29%
CNBTD
1068
Citizens National Bank Trust Department
Mississippi
$7K
BCMIO
1069
Beacon Capital Management Inc (Ohio)
Ohio
$7K +$8.01K +232 New
FP
1070
Financial Perspectives
Minnesota
$6.24K
EAM
1071
Eukles Asset Management
Ohio
$6K
MWM
1072
Mascoma Wealth Management
New Hampshire
$6K
MTIC
1073
Missouri Trust & Investment Company
Missouri
$6K
SCA
1074
Stuart Chaussee & Associates
California
$6K
TIM
1075
Tortoise Investment Management
New York
$6K

WMB Hedge Fund Activity: Q2 2022 in Review

1,121 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q2 2022, worth a combined $32.5B — down 6.3% from $34.6B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new WMB positions and 89 closed out — a net gain of 31 holders — while 473 added to existing stakes and 355 trimmed.

The largest buyer was BlackRock, adding an estimated $290M. The largest seller was Dodge & Cox, cutting an estimated $283M.

  • 1,121 institutional investors held Williams Companies (WMB) as of Q2 2022, up from 1,103 in Q1 2022.
  • Funds reported $32.5B of Williams Companies stock for Q2 2022, down 6.3% quarter-over-quarter.
  • 120 funds opened new Williams Companies positions in Q2 2022 and 89 closed out, a net change of +31 holders.
  • The largest Williams Companies buyer in Q2 2022 was BlackRock, an estimated $290M added.
  • The largest Williams Companies seller in Q2 2022 was Dodge & Cox, an estimated $283M sold.

Based on aggregated 13F filings for Q2 2022.