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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
CWS
1176
Cypress Wealth Services
California
-$328K -9,945 Closed
CW
1177
CreativeOne Wealth
Kansas
-$313K -9,583 Closed
AWAP
1178
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
-$297K -9,091 Closed
TA
1179
TFB Advisors
Kansas
-$286K -8,758 Closed
IAIM
1180
Industrial Alliance Investment Management
Quebec, Canada
-$283K -8,680 Closed
EFSCE
1181
Enterprise Financial Services Corp (EFSC)
Missouri
-$277K -8,502 Closed
KP
1182
Keel Point
Alabama
-$277K -8,501 Closed
WC
1183
Waterloo Capital
Texas
-$276K -8,467 Closed
SIA
1184
SkyView Investment Advisors
New Jersey
-$257K -7,877 Closed
LSA
1185
Lion Street Advisors
Texas
-$217K -7,742 Closed
ONB
1186
Old National Bancorp
Indiana
-$252K -7,718 Closed
BCM
1187
Brookstone Capital Management
Illinois
-$246K -7,525 Closed
I
1188
InceptionR
California
-$241K -7,399 Closed
NCM
1189
Next Capital Management
New York
-$240K -7,361 Closed
GT
1190
Glenview Trust
Kentucky
-$224K -6,877 Closed
QT
1191
Quantamental Technologies
New York
-$216K -6,608 Closed
GIA
1192
Gateway Investment Advisers
Ohio
-$210K -6,424 Closed
PP
1193
PDS Planning
Ohio
-$207K -6,350 Closed
FWCM
1194
Ferguson Wellman Capital Management
Oregon
-$207K -6,344 Closed
TF
1195
Trek Financial
Arizona
-$205K -6,268 Closed
PA
1196
PFG Advisors
Arizona
-$203K -6,220 Closed
NL
1197
NWAM LLC
Washington
-$201K -6,145 Closed
VT
1198
Vise Technologies
New York
-$200K -6,139 Closed
LWCFA
1199
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$121K -3,701 Closed
DI
1200
Disciplined Investments
Oklahoma
-$109K -3,349 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.