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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
MFT
1126
Moisand Fitzgerald Tamayo
Florida
$1.92K
ACA
1127
Atlas Capital Advisors
Wyoming
$1.78K
NC
1128
NewSquare Capital
Pennsylvania
$1.62K -$18.8K -550 -92%
EWM
1129
Evermay Wealth Management
Virginia
$1.58K
AWA
1130
Authentikos Wealth Advisory
California
$1.11K +$1.13K +33 New
RWML
1131
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.08K -$16.9K -496 -94%
PSB
1132
Piscataqua Savings Bank
New Hampshire
$1.04K
WWM
1133
Wolff Wiese Magana
California
$1.01K
TFA
1134
Transamerica Financial Advisors
Florida
$1K
LWANC
1135
Laurel Wealth Advisors (North Carolina)
North Carolina
$978
TCA
1136
Trifecta Capital Advisors
Illinois
$944
PCTC
1137
Perkins Coie Trust Company
Washington
$942 +$956 +28 New
Kayne Anderson Rudnick Investment Management
1138
Kayne Anderson Rudnick Investment Management
California
$775
TWP
1139
TFO Wealth Partners
Ohio
$750
TWD
1140
True Wealth Design
Ohio
$742
CTWM
1141
Cherry Tree Wealth Management
Minnesota
$388
IHWM
1142
Iron Horse Wealth Management
Iowa
$371 +$375 +11 New
FCMT
1143
Founders Capital Management (Texas)
Texas
$289 +$34 +1 +13%
FGAM
1144
Financial Gravity Asset Management
Texas
$31 -$1.09K -32 -97%
SVCP
1145
Silicon Valley Capital Partners
California
$25
CIA
1146
ClearBridge Investments (Australia)
Australia
-$57.8M -1,772,287 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1147
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$49.7M -1,523,500 Closed
Renaissance Technologies
1148
Renaissance Technologies
New York
-$16.7M -511,485 Closed
KWILP
1149
Kiwi Wealth Investments Limited Partnership
New Zealand
-$6.78M -207,682 Closed
PI
1150
PineBridge Investments
New York
-$4.44M -135,988 Closed

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.