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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
GC
151
Gratus Capital
Georgia
$19.5M +$761K +23,379 +4%
Mariner
152
Mariner
Kansas
$19M -$188K -5,768 -1%
EGA
153
Eagle Global Advisors
Texas
$18.1M +$3.27M +100,332 +22%
ROC
154
Robertson Opportunity Capital
Texas
$18M
Treasurer of the State of North Carolina
155
Treasurer of the State of North Carolina
North Carolina
$18M +$245K +7,530 +1%
SOAMC
156
Spirit of America Management Corp
New York
$17.9M
Baird Financial Group
157
Baird Financial Group
Wisconsin
$17.9M +$274K +8,419 +2%
AssetMark Inc
158
AssetMark Inc
California
$17.2M +$799K +24,547 +5%
BMO
159
Beck Mack & Oliver
New York
$17.1M +$23.8K +730 +0.1%
CAG
160
Crestwood Advisors Group
Massachusetts
$16.7M +$59.5K +1,829 +0.4%
EAM
161
Erste Asset Management
Austria
$16.4M -$192K -5,900 -1%
TD Asset Management
162
TD Asset Management
Ontario, Canada
$16.3M -$17.3K -532 -0.1%
Korea Investment Corp
163
Korea Investment Corp
South Korea
$16.3M +$3.51M +107,745 +28%
PCA
164
Private Capital Advisors
Connecticut
$16.2M -$6.67K -205 -0%
Cohen & Steers
165
Cohen & Steers
New York
$16.2M -$805K -24,734 -5%
Zurich Cantonal Bank
166
Zurich Cantonal Bank
Switzerland
$15.1M -$2.2M -67,530 -13%
US Bancorp
167
US Bancorp
Minnesota
$14.8M +$8.45M +259,473 +136%
Corient Private Wealth
168
Corient Private Wealth
Florida
$14.8M +$14.6M +449,659 New
Rafferty Asset Management
169
Rafferty Asset Management
New York
$13.7M +$1.38M +42,414 +11%
Robeco Institutional Asset Management
170
Robeco Institutional Asset Management
Netherlands
$13.7M +$1.84M +56,536 +16%
WPEP
171
Walnut Private Equity Partners
Nebraska
$13.4M
PGH
172
Partners Group Holding
Switzerland
$12.9M -$125K -3,832 -1%
CWP
173
CFM Wealth Partners
Texas
$12.9M
MSRPS
174
Maryland State Retirement & Pension System
Maryland
$12.8M +$12.7M +390,344 New
Retirement Systems of Alabama
175
Retirement Systems of Alabama
Alabama
$12.8M -$473K -14,533 -4%

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.