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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
PWMG
1051
Prestige Wealth Management Group
New Jersey
$21K +$341 +10 +2%
GC
1052
Gould Capital
Washington
$19.8K
PGAM
1053
Princeton Global Asset Management
New Jersey
$19K +$239 +7 +1%
TWM
1054
Tradition Wealth Management
Minnesota
$18K -$375 -11 -2%
MSFP
1055
Mark Sheptoff Financial Planning
Connecticut
$17.7K
CWP
1056
Concord Wealth Partners
Virginia
$16.8K -$5.36K -157 -24%
CCMW
1057
Cypress Capital Management (Wyoming)
Wyoming
$16.8K
MHR
1058
Matthew Hamilton Rosenberg
$16.8K
GKIM
1059
GW&K Investment Management
Massachusetts
$16K +$375 +11 +2%
CAC
1060
Core Alternative Capital
Georgia
$16K +$34 +1 +0.2%
GWMI
1061
Guardian Wealth Management (Illinois)
Illinois
$14.7K -$5.46K -160 -27%
SC
1062
SouthState Corp
Florida
$14.3K -$6.21K -182 -30%
FAM
1063
Flaharty Asset Management
Florida
$14K +$14.2K +417 New
DWA
1064
Delos Wealth Advisors
Texas
$13.8K
NIC
1065
Northwest Investment Counselors
Oregon
$13.1K +$5.29K +155 +66%
PMFA
1066
Plante Moran Financial Advisors
Michigan
$13.1K +$7.92K +232 +148%
WWP
1067
WR Wealth Planners
Missouri
$13.1K
FMTCOCP
1068
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K
OSNBOA
1069
Old Second National Bank of Aurora
Illinois
$12.4K
BLC
1070
Brown, Lisle/Cummings
Rhode Island
$12.3K
HL
1071
HeadInvest LLC
Maine
$11.5K +$11.9K +350 New
CAL
1072
Capital Advisors Ltd
Ohio
$11K
AP
1073
Arlington Partners
Alabama
$10.3K
AT
1074
Arlington Trust
Alabama
$10.3K +$10.4K +306 New
PWMG
1075
Provence Wealth Management Group
California
$10K +$10.1K +297 New

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.