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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
CM
1201
CoreCommodity Management
Connecticut
-$61.5K -1,885 Closed
IGWM
1202
ICA Group Wealth Management
Colorado
-$53.9K -1,652 Closed
FA
1203
Fiduciary Alliance
South Carolina
-$53.2K -1,629 Closed
FBC
1204
Fairfield, Bush & Co
Connecticut
-$52.5K -1,610 Closed
CFO
1205
CVA Family Office
Colorado
-$51.9K -1,590 Closed
OPTFSNA
1206
Old Point Trust & Financial Services N A
Virginia
-$25.1K -769 Closed
CNBTD
1207
Citizens National Bank Trust Department
Mississippi
-$24.5K -750 Closed
GIA
1208
GHP Investment Advisors
Colorado
-$23.7K -671 Closed
APF
1209
Alaska Permanent Fund
Alaska
-$21.3K -652 Closed
AI
1210
AXS Investments
New York
-$16.3K -499 Closed
TAIM
1211
TD Ameritrade Investment Management
Nebraska
-$16K -494 Closed
QL
1212
Quarry LP
New York
-$15.2K -465 Closed
ODG
1213
O'Dell Group
Ohio
-$10.7K -328 Closed
CP
1214
Castleview Partners
Texas
-$6.67K -204 Closed
RI
1215
Ridgewood Investments
New Jersey
-$4.89K -150 Closed
YAL
1216
Your Advocates Ltd
Texas
-$3.26K -100 Closed
CFFP
1217
Center for Financial Planning
Michigan
-$1.99K -61 Closed
WP
1218
WealthPLAN Partners
Nebraska
-$881 -27 Closed
GEA
1219
Glen Eagle Advisors
New Jersey
-$816 -25 Closed
CAM
1220
ClariVest Asset Management
California
+$444 +13 New

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.