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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
TJHA
1101
Thomas J. Herzfeld Advisors
Florida
$5.46K
PA
1102
PSI Advisors
Florida
$5.39K +$5.46K +160 New
CA
1103
Centerpoint Advisors
Massachusetts
$5K
QC
1104
Quent Capital
New York
$4.88K
CTA
1105
Colonial Trust Advisors
South Carolina
$4.75K
M
1106
MOTCO
Texas
$4.48K
NRG
1107
Nemes Rush Group
Michigan
$4.41K +$478 +14 +12%
SIC
1108
SJS Investment Consulting
Ohio
$4.31K +$648 +19 +17%
LFA
1109
LGT Financial Advisors
Texas
$4.04K +$4.09K +120 New
BWM
1110
Baystate Wealth Management
Massachusetts
$3.92K +$1.6K +47 +68%
IAS
1111
IMA Advisory Services
Colorado
$3.89K +$34 +1 +0.9%
NSG
1112
Nalls Sherbakoff Group
Tennessee
$3.88K
TC
1113
Truvestments Capital
Florida
$3.74K
CHC
1114
City Holding Co
West Virginia
$3.74K +$3.79K +111 New
TFM
1115
TFC Financial Management
Massachusetts
$3.57K
RTL
1116
Red Tortoise LLC
Georgia
$3.57K
CAS
1117
Coppell Advisory Solutions
Texas
$3.49K -$12K -352 -77%
PP
1118
PFS Partners
New Jersey
$3.46K +$68 +2 +2%
JMF
1119
Johnson Midwest Financial
Iowa
$3.27K
SSB
1120
Sandy Spring Bank
Maryland
$3.1K +$3.14K +92 New
AIC
1121
Archer Investment Corporation
Indiana
$2.86K
KFI
1122
Key Financial Inc
Pennsylvania
$2.59K
SHIM
1123
Stone House Investment Management
Pennsylvania
$2.59K
FCAS
1124
First Command Advisory Services
Texas
$2.46K
AW
1125
Avion Wealth
Texas
$2K +$137 +4 +5%

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.