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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
GJIA
1101
Glass Jacobson Investment Advisors
Maryland
$5.68K +$5.22K +174 New
CFD
1102
Creative Financial Designs
Indiana
$5.38K
TJHA
1103
Thomas J. Herzfeld Advisors
Florida
$5.29K
PMFA
1104
Plante Moran Financial Advisors
Michigan
$5.12K
CA
1105
Centerpoint Advisors
Massachusetts
$5K -$13.5K -449 -75%
RI
1106
Ridgewood Investments
New Jersey
$4.89K
QC
1107
Quent Capital
New York
$4.73K
CTA
1108
Colonial Trust Advisors
South Carolina
$4.6K
M
1109
MOTCO
Texas
$4.34K
NRG
1110
Nemes Rush Group
Michigan
$3.82K +$3.51K +117 New
IAS
1111
IMA Advisory Services
Colorado
$3.71K +$60 +2 +2%
TC
1112
Truvestments Capital
Florida
$3.62K
SIC
1113
SJS Investment Consulting
Ohio
$3.56K +$1.95K +65 +148%
RTL
1114
Red Tortoise LLC
Georgia
$3.46K
TFM
1115
TFC Financial Management
Massachusetts
$3.46K +$990 +33 +45%
PP
1116
PFS Partners
New Jersey
$3.31K +$3.03K +101 New
NSG
1117
Nalls Sherbakoff Group
Tennessee
$3.3K
YAL
1118
Your Advocates Ltd
Texas
$3.26K
JMF
1119
Johnson Midwest Financial
Iowa
$3.17K
AIC
1120
Archer Investment Corporation
Indiana
$2.77K
KFI
1121
Key Financial Inc
Pennsylvania
$2.51K
SHIM
1122
Stone House Investment Management
Pennsylvania
$2.51K
FCAS
1123
First Command Advisory Services
Texas
$2.38K +$2.19K +73 New
BWM
1124
Baystate Wealth Management
Massachusetts
$2.28K -$3.24K -108 -61%
AW
1125
Avion Wealth
Texas
$2K +$960 +32 +71%