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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
PWMG
1051
Prestige Wealth Management Group
New Jersey
$20K +$930 +31 +5%
SC
1052
SouthState Corp
Florida
$19.8K -$21K -700 -54%
GC
1053
Gould Capital
Washington
$19.6K
GWMI
1054
Guardian Wealth Management (Illinois)
Illinois
$19.5K +$120 +4 +0.7%
NC
1055
NewSquare Capital
Pennsylvania
$19.5K +$16.5K +550 +1,146%
PGAM
1056
Princeton Global Asset Management
New Jersey
$18.2K +$240 +8 +1%
TWM
1057
Tradition Wealth Management
Minnesota
$18K +$3.93K +131 +32%
MSFP
1058
Mark Sheptoff Financial Planning
Connecticut
$17.1K
CCMW
1059
Cypress Capital Management (Wyoming)
Wyoming
$16.3K
MHR
1060
Matthew Hamilton Rosenberg
$16.3K
MCM
1061
McMillion Capital Management
North Carolina
$16.3K +$15K +500 New
AI
1062
AXS Investments
New York
$16.3K -$6.15K -205 -29%
TAIM
1063
TD Ameritrade Investment Management
Nebraska
$16K -$8.25K -275 -36%
CAC
1064
Core Alternative Capital
Georgia
$15.4K +$990 +33 +8%
QL
1065
Quarry LP
New York
$15.2K +$5.4K +180 +63%
GKIM
1066
GW&K Investment Management
Massachusetts
$15K +$13.6K +454 +5,044%
CAS
1067
Coppell Advisory Solutions
Texas
$14.9K +$13.7K +458 New
RTC
1068
Riverview Trust Company
Washington
$13.4K
DWA
1069
Delos Wealth Advisors
Texas
$13.1K
KTC
1070
Kistler-Tiffany Companies
Pennsylvania
$13.1K
FMTCOCP
1071
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K
WWP
1072
WR Wealth Planners
Missouri
$12.7K
OSNBOA
1073
Old Second National Bank of Aurora
Illinois
$12K
BLC
1074
Brown, Lisle/Cummings
Rhode Island
$11.9K +$11K +365 New
CWM
1075
Cranbrook Wealth Management
Michigan
$11.6K -$5.31K -177 -33%