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Williams Companies

1,149 hedge funds and large institutions have $34.6B invested in Williams Companies in 2022 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 499 increasing their positions, 332 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 83

50% more repeat investments, than reductions

Existing positions increased: 499 | Existing positions reduced: 332

15% more capital invested

Capital invested by funds: $30.1B → $34.6B (+$4.54B)

13% more call options, than puts

Call options by funds: $243M | Put options by funds: $215M

10% more funds holding in top 10

Funds holding in top 10: 3134 (+3)

5% more funds holding

Funds holding: 1,0971,149 (+52)

0.61% less ownership

Funds ownership: 86.41%85.8% (-0.61%)

Holders
1,149
Holders Change
+52
Holders Change %
+4.74%
% of All Funds
18.47%
Holding in Top 10
34
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.68%
% of All Funds
0.55%
New
156
Increased
499
Reduced
332
Closed
83
Calls
$243M
Puts
$215M
Net Calls
+$27.9M
Net Calls Change
-$96.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ALAM
1201
Asahi Life Asset Management
Japan
-$188K -6,550 Closed
EIP
1202
Ellis Investment Partners
Pennsylvania
-$145K -5,089 Closed
HI
1203
Hudock Inc
Pennsylvania
-$97K -3,400 Closed
HR
1204
Howe & Rusling
New York
-$92K -3,219 Closed
HGERS
1205
Householder Group Estate & Retirement Specialist
Arizona
-$82K -2,883 Closed
OIS
1206
Okabena Investment Services
Minnesota
-$82K -2,850 Closed
AIM
1207
Axiom Investment Management
New York
-$57K -1,993 Closed
LFASL
1208
Lugano Financial Advisors SA (LFA)
Switzerland
-$56K -1,940 Closed
GWSG
1209
GPS Wealth Strategies Group
Colorado
-$54K -1,871 Closed
EC
1210
EdgeRock Capital
Colorado
-$34K -1,195 Closed
BCA
1211
Bray Capital Advisors
Florida
-$29K -1,000 Closed
M1FG
1212
Mach-1 Financial Group
Arkansas
-$28K -1,000 Closed
OA
1213
Operose Advisors
Wisconsin
-$24K -845 Closed
VWM
1214
Valley Wealth Managers
New Jersey
-$20K -700 Closed
PFA
1215
Professional Financial Advisors
Nebraska
-$19K -673 Closed
SWM
1216
Selective Wealth Management
Virginia
-$17K -597 Closed
WWM
1217
Wolff Wiese Magana
California
-$17K -576 Closed
MCM
1218
McMillion Capital Management
North Carolina
-$14K -500 Closed
FEG
1219
Financial Enhancement Group
Indiana
-$9K -300 Closed
EI
1220
Ellevest Inc
New York
-$8K -286 Closed
CNBTD
1221
Citizens National Bank Trust Department
Mississippi
-$7K -228 Closed
MBFW
1222
Morton Brown Family Wealth
Pennsylvania
-$6K -198 Closed
PO
1223
Private Ocean
California
-$4K -160 Closed
ACM
1224
Absolute Capital Management
Pennsylvania
-$4.17K -144 Closed
AS
1225
Altshuler Shaham
Israel
-$4K -129 Closed

WMB Hedge Fund Activity: Q4 2022 in Review

1,149 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q4 2022, worth a combined $34.6B — up 15% from $30.1B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new WMB positions and 83 closed out — a net gain of 73 holders — while 499 added to existing stakes and 332 trimmed.

The largest buyer was Westwood Holdings Group, adding an estimated $137M. The largest seller was Dodge & Cox, cutting an estimated $338M.

  • 1,149 institutional investors held Williams Companies (WMB) as of Q4 2022, up from 1,097 in Q3 2022.
  • Funds reported $34.6B of Williams Companies stock for Q4 2022, up 15% quarter-over-quarter.
  • 156 funds opened new Williams Companies positions in Q4 2022 and 83 closed out, a net change of +73 holders.
  • The largest Williams Companies buyer in Q4 2022 was Westwood Holdings Group, an estimated $137M added.
  • The largest Williams Companies seller in Q4 2022 was Dodge & Cox, an estimated $338M sold.

Based on aggregated 13F filings for Q4 2022.