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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
RIM
1151
Reliant Investment Management
Tennessee
-$3.86M -118,355 Closed
MWM
1152
Moran Wealth Management
Florida
-$3.7M -113,429 Closed
BI
1153
Bramshill Investments
Florida
-$2.25M -68,898 Closed
PFA
1154
Peak Financial Advisors
Colorado
-$2.04M -62,400 Closed
MGWM
1155
Marks Group Wealth Management
Minnesota
-$1.92M -58,711 Closed
MA
1156
Mutual Advisors
Nebraska
-$1.74M -53,192 Closed
SEC
1157
Seven Eight Capital
New York
-$1.35M -41,426 Closed
V
1158
Veritable
Delaware
-$1.31M -40,001 Closed
QCM
1159
Qsemble Capital Management
New York
-$1.11M -34,100 Closed
N
1160
Natixis
France
-$1.03M -31,516 Closed
PA
1161
Prossimo Advisors
California
-$803K -24,615 Closed
SXL
1162
Summit X LLC
Missouri
-$798K -24,456 Closed
PP
1163
Paloma Partners
Connecticut
-$764K -23,401 Closed
APM
1164
Advanced Portfolio Management
New York
-$715K -21,920 Closed
CM
1165
Capula Management
Cayman Islands
-$666K -20,400 Closed
SAS
1166
Stelac Advisory Services
New York
-$482K -14,780 Closed
BS
1167
Banco Santander
Spain
-$479K -14,674 Closed
PA
1168
Perennial Advisors
New York
-$475K -14,545 Closed
VIA
1169
Vident Investment Advisory
Georgia
-$456K -13,982 Closed
ALAM
1170
Asahi Life Asset Management
Japan
-$403K -12,360 Closed
HVIA
1171
Hudson Valley Investment Advisors
New York
-$394K -12,087 Closed
DU
1172
Delphia (USA)
Ontario, Canada
-$391K -11,978 Closed
VP
1173
Verum Partners
North Carolina
-$377K -11,551 Closed
CL
1174
Choreo LLC
Illinois
-$361K -11,052 Closed
PSC
1175
Portman Square Capital
United Kingdom
-$343K -10,044 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.