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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
Corient Private Wealth
151
Corient Private Wealth
Florida
$18.8M +$738K +21,634 +4%
Comerica Bank
152
Comerica Bank
Texas
$18.1M -$69.8M -2,044,929 -79%
ROC
153
Robertson Opportunity Capital
Texas
$18.1M
Treasurer of the State of North Carolina
154
Treasurer of the State of North Carolina
North Carolina
$18M +$92.5K +2,710 +0.5%
BMO
155
Beck Mack & Oliver
New York
$17.1M -$170K -4,980 -1%
Ohio Public Employees Retirement System (OPERS)
156
Ohio Public Employees Retirement System (OPERS)
Ohio
$16.7M -$1.88M -54,995 -10%
Korea Investment Corp
157
Korea Investment Corp
South Korea
$16.5M -$2.24M -65,494 -12%
SOAMC
158
Spirit of America Management Corp
New York
$16.4M -$1.02M -30,000 -6%
Zurich Cantonal Bank
159
Zurich Cantonal Bank
Switzerland
$16.2M +$2.72M +79,746 +20%
WPEP
160
Walnut Private Equity Partners
Nebraska
$16.2M
US Bancorp
161
US Bancorp
Minnesota
$14.4M -$75.1K -2,200 -0.5%
HWA
162
Heritage Wealth Advisors
Virginia
$14.2M +$354K +10,368 +3%
AHC
163
Adell Harriman & Carpenter
Texas
$14M +$843K +24,710 +6%
RCW
164
Rheos Capital Works
Japan
$14M +$2.22M +65,000 +19%
BBVA
165
Banco Bilbao Vizcaya Argentaria
Spain
$13.7M -$279K -8,177 -2%
ProShare Advisors
166
ProShare Advisors
Maryland
$13.5M -$342K -10,024 -2%
OAM
167
Oppenheimer Asset Management
New York
$13.2M +$218K +6,383 +2%
TRSOTSOK
168
Teachers Retirement System of the State of Kentucky
Kentucky
$13.2M -$1.01M -29,712 -7%
II
169
IFM Investors
Australia
$13M -$18.1K -531 -0.1%
Nisa Investment Advisors
170
Nisa Investment Advisors
Missouri
$13M +$121K +3,546 +0.9%
Baird Financial Group
171
Baird Financial Group
Wisconsin
$12.9M +$11.8M +345,042 +880%
Nomura Asset Management
172
Nomura Asset Management
Japan
$12.8M -$114K -3,338 -0.9%
Twin Tree Management
173
Twin Tree Management
Texas
$12.6M +$6.25M +183,208 +96%
FI
174
Fractal Investments
Connecticut
$12.5M +$12.6M +370,000 New
Commonwealth Equity Services
175
Commonwealth Equity Services
Massachusetts
$12.4M -$800K -23,429 -6%

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.