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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
CFFP
1126
Center for Financial Planning
Michigan
$1.99K +$1.83K +61 New
MFT
1127
Moisand Fitzgerald Tamayo
Florida
$1.86K
ACA
1128
Atlas Capital Advisors
Wyoming
$1.73K -$2.19K -73 -58%
FGAM
1129
Financial Gravity Asset Management
Texas
$1.71K +$90 +3 +10%
EWM
1130
Evermay Wealth Management
Virginia
$1.53K +$1.41K +47 New
PSB
1131
Piscataqua Savings Bank
New Hampshire
$1.01K
TFA
1132
Transamerica Financial Advisors
Florida
$1K
WWM
1133
Wolff Wiese Magana
California
$979
BWM
1134
BerganKDV Wealth Management
Minnesota
$947
LWANC
1135
Laurel Wealth Advisors (North Carolina)
North Carolina
$947
TCA
1136
Trifecta Capital Advisors
Illinois
$914
WP
1137
WealthPLAN Partners
Nebraska
$881
GEA
1138
Glen Eagle Advisors
New Jersey
$816
TWP
1139
TFO Wealth Partners
Ohio
$750
Kayne Anderson Rudnick Investment Management
1140
Kayne Anderson Rudnick Investment Management
California
$750 +$690 +23 New
TWD
1141
True Wealth Design
Ohio
$718
CTWM
1142
Cherry Tree Wealth Management
Minnesota
$376 +$360 +12 New
FCMT
1143
Founders Capital Management (Texas)
Texas
$276
Comerica Bank
1144
Comerica Bank
Texas
$29 +$77.5M +2,582,752 New
SVCP
1145
Silicon Valley Capital Partners
California
$24
Point72 Asset Management
1146
Point72 Asset Management
Connecticut
-$48.1M -1,609,250 Closed
ECM
1147
ExodusPoint Capital Management
New York
-$21.5M -721,088 Closed
CPC
1148
Cookson Peirce & Co
Pennsylvania
-$20.6M -690,851 Closed
TAM
1149
Todd Asset Management
Kentucky
-$18.4M -614,558 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
1150
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$16.9M -567,603 Closed