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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
MSRPS
101
Maryland State Retirement & Pension System
Maryland
$37.1M -$9.47M -277,471 -20%
New York State Common Retirement Fund
102
New York State Common Retirement Fund
New York
$37.1M -$6.21M -181,913 -14%
OWP
103
Obermeyer Wealth Partners
Colorado
$36.6M -$1.29M -37,876 -3%
ETC
104
Exchange Traded Concepts
Oklahoma
$36.5M -$3.08M -90,197 -8%
TIS
105
Tortoise Index Solutions
Kansas
$36.5M -$2.83M -83,066 -7%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$36.1M +$498K +14,584 +1%
Russell Investments Group
107
Russell Investments Group
United Kingdom
$35.9M +$38.4K +1,126 +0.1%
Aviva
108
Aviva
United Kingdom
$35.7M -$2.18M -63,941 -6%
AA
109
ALPS Advisors
Colorado
$35.4M -$2.5M -73,278 -7%
Osaic Holdings
110
Osaic Holdings
Arizona
$34.9M +$13M +380,493 +58%
VDI
111
Vaughan David Investments
Illinois
$34.1M +$550K +16,120 +2%
Natixis Advisors
112
Natixis Advisors
Massachusetts
$34.1M -$2.08M -61,072 -6%
Ensign Peak Advisors
113
Ensign Peak Advisors
Utah
$33.5M +$3.25M +95,117 +11%
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$33.4M +$10.7M +313,165 +46%
Truist Financial
115
Truist Financial
North Carolina
$32.4M -$6.28M -183,957 -16%
TH
116
TCTC Holdings
Texas
$31.2M -$108K -3,153 -0.3%
CIC
117
Crawford Investment Counsel
Georgia
$31M -$324K -9,484 -1%
CA
118
CapWealth Advisors
Tennessee
$30.7M -$337K -9,870 -1%
CCMG
119
Clark Capital Management Group
Pennsylvania
$30.7M +$787K +23,065 +3%
National Bank of Canada
120
National Bank of Canada
Quebec, Canada
$30.5M +$4.51M +132,024 +17%
RIA
121
Recurrent Investment Advisors
Texas
$28.5M +$2.7M +79,140 +10%
EGA
122
Eagle Global Advisors
Texas
$28.2M -$339K -9,940 -1%
Macquarie Group
123
Macquarie Group
Australia
$28.1M +$861K +25,234 +3%
Pictet Asset Management
124
Pictet Asset Management
Switzerland
$28.1M +$28.4M +833,272 New
RJFSA
125
Raymond James Financial Services Advisors
Florida
$28M -$1.11M -32,667 -4%

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.