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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
BAAM
1076
Baker Avenue Asset Management
California
$9.56K +$273 +8 +3%
AFS
1077
Annapolis Financial Services
Maryland
$9.3K
SWM
1078
Sugarloaf Wealth Management
Georgia
$9.24K -$133K -3,896 -93%
CFD
1079
Creative Financial Designs
Indiana
$9.16K +$3.65K +107 +65%
HWA
1080
HHM Wealth Advisors
Tennessee
$9.13K
AWM
1081
Abound Wealth Management
Tennessee
$8.99K +$683 +20 +8%
BIA
1082
Bell Investment Advisors
California
$8.63K -$307 -9 -3%
SCA
1083
Stonebridge Capital Advisors
Minnesota
$8.42K
CMP
1084
Coston McIsaac & Partners
Maine
$8K
KFP
1085
KB Financial Partners
New Jersey
$8K
CWC
1086
Carolinas Wealth Consulting
North Carolina
$7.6K +$34 +1 +0.5%
TCM
1087
Tradewinds Capital Management
Washington
$7.58K
OLVIG
1088
Oliver Lagore Vanvalin Investment Group
Michigan
$7.44K +$102 +3 +1%
FSWA
1089
Financial Synergies Wealth Advisors
Texas
$7.24K
TIM
1090
Tortoise Investment Management
New York
$7.21K +$478 +14 +7%
MTIC
1091
Missouri Trust & Investment Company
Missouri
$6.74K -$20.5K -600 -75%
FP
1092
Financial Perspectives
Minnesota
$6.74K
SN
1093
Sittner & Nelson
Oregon
$6.74K
WT
1094
Washington Trust
Rhode Island
$6.74K
SCA
1095
Stuart Chaussee & Associates
California
$6.43K
BSB
1096
Bangor Savings Bank
Maine
$6.23K
WIM
1097
Westside Investment Management
California
$6.17K
EAM
1098
Eukles Asset Management
Ohio
$6.06K
CWM
1099
Cranbrook Wealth Management
Michigan
$5.96K -$6.08K -178 -50%
GJIA
1100
Glass Jacobson Investment Advisors
Maryland
$5.49K -$375 -11 -6%

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.