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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 %
MA
1276
MJP Associates
Connecticut
– -$245K -7,274 Closed
CM
1277
Capital Management
Virginia
– -$242K -7,190 Closed
AAS
1278
Ameritas Advisory Services
Nebraska
– -$248K -6,967 Closed
ESCM
1279
Echo Street Capital Management
New York
– -$213K -6,334 Closed
PFA
1280
Pettinga Financial Advisors
Indiana
– -$212K -6,284 Closed
MAM
1281
Meeder Asset Management
Ohio
– -$143K -4,232 Closed
CMBA
1282
C.M. Bidwell & Associates
Hawaii
– -$138K -4,100 Closed
RTC
1283
Riverview Trust Company
Washington
– -$101K -2,993 Closed
AT
1284
Avalon Trust
New Mexico
– -$38.5K -1,143 Closed
CCP
1285
Carmel Capital Partners
California
– -$31.3K -928 Closed
SAI
1286
Systematic Alpha Investments
New Jersey
– -$28.3K -841 Closed
SC
1287
SouthState Corp
Florida
– -$14.3K -424 Closed
FAM
1288
Flaharty Asset Management
Florida
– -$14K -417 Closed
DWA
1289
Delos Wealth Advisors
Texas
– -$13.8K -400 Closed
NIC
1290
Northwest Investment Counselors
Oregon
– -$13.1K -389 Closed
WWP
1291
WR Wealth Planners
Missouri
– -$13.1K -388 Closed
HL
1292
HeadInvest LLC
Maine
– -$11.5K -350 Closed
BAAM
1293
Baker Avenue Asset Management
California
– -$9.56K -284 Closed
SWM
1294
Sugarloaf Wealth Management
Georgia
– -$9.25K -274 Closed
SCA
1295
Stonebridge Capital Advisors
Minnesota
– -$8.42K -250 Closed
TJHA
1296
Thomas J. Herzfeld Advisors
Florida
– -$5.46K -162 Closed
IAS
1297
IMA Advisory Services
Colorado
– -$3.89K -115 Closed
CHC
1298
City Holding Co
West Virginia
– -$3.74K -111 Closed
NC
1299
NewSquare Capital
Pennsylvania
– -$1.62K -48 Closed
AWA
1300
Authentikos Wealth Advisory
California
– -$1.11K -33 Closed
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