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Williams Companies
WMB

Overview Fund Activity

1,227 hedge funds and large institutions have $37.3B invested in Williams Companies in 2023 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 421 increasing their positions, 459 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,227
Holders Change
+89
Holders Change %
+7.82%
% of All Funds
17.99%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.44%
New
179
Increased
421
Reduced
459
Closed
75
Calls
$412M
Puts
$321M
Net Calls
+$90.3M
Net Calls Change
-$37.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.28B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.18B
3
BlackRock
3
BlackRock
New York
$4B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$404M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$919M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$326M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$690M
3
State Street
3
State Street
Massachusetts
$2.75B
4
Bank of America
4
Bank of America
North Carolina
$1.97B
5
Franklin Resources
5
Franklin Resources
California
$461M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAMG
1201
Voisard Asset Management Group
Michigan
$2.72K +$2.72K +78 New
SHIM
1202
Stone House Investment Management
Pennsylvania
$2.68K – – –
KFI
1203
Key Financial Inc
Pennsylvania
$2.68K – – –
FCAS
1204
First Command Advisory Services
Texas
$2.54K – – –
VWA
1205
Valued Wealth Advisors
Utah
$2.26K +$2.26K +67 New
EWM
1206
Evermay Wealth Management
Virginia
$2.02K +$383 +11 +23%
VNIM
1207
Vaughan Nelson Investment Management
Texas
$2K +$2K +64 New
MFT
1208
Moisand Fitzgerald Tamayo
Florida
$1.99K – – –
ACA
1209
Atlas Capital Advisors
Wyoming
$1.85K – – –
AIC
1210
Archer Investment Corporation
Indiana
$1.39K -$1.57K -45 -53%
PSB
1211
Piscataqua Savings Bank
New Hampshire
$1.08K – – –
WWM
1212
Wolff Wiese Magana
California
$1.05K – – –
LWANC
1213
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.01K – – –
TCA
1214
Trifecta Capital Advisors
Illinois
$976 – – –
AIMA
1215
Ables Iannone Moore & Associates
Georgia
$975 +$975 +28 New
JFGIW
1216
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$871 +$871 +25 New
NCM
1217
Northwest Capital Management
Oregon
$871 +$871 +25 New
TWP
1218
TFO Wealth Partners
Ohio
$801 – – –
TWD
1219
True Wealth Design
Ohio
$767 – – –
CAM
1220
ClariVest Asset Management
California
$454 – – –
QC
1221
Quent Capital
New York
$418 -$4.63K -133 -92%
CTWM
1222
Cherry Tree Wealth Management
Minnesota
$401 – – –
IHWM
1223
Iron Horse Wealth Management
Iowa
$383 – – –
FCMT
1224
Founders Capital Management (Texas)
Texas
$303 – – –
FGAM
1225
Financial Gravity Asset Management
Texas
$68 +$34 +1 +100%
47 48
49
50 51