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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.21B +$50.1M +1,537,790 +1%
BlackRock
2
BlackRock
New York
$3.98B -$38.7M -1,189,976 -1%
State Street
3
State Street
Massachusetts
$2.88B -$42.3M -1,300,552 -1%
Bank of America
4
Bank of America
North Carolina
$1.42B +$21.1M +647,532 +2%
Dodge & Cox
5
Dodge & Cox
California
$1.29B -$338M -10,373,231 -21%
Deutsche Bank
6
Deutsche Bank
Germany
$1.02B +$134M +4,112,024 +15%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$895M +$8.89M +273,005 +1%
ClearBridge Investments
8
ClearBridge Investments
New York
$695M +$675K +20,739 +0.1%
JP Morgan Chase
9
JP Morgan Chase
New York
$669M +$66.6M +2,045,423 +11%
Morgan Stanley
10
Morgan Stanley
New York
$650M +$4.43M +136,216 +0.7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$639M +$30.8M +945,684 +5%
AWA
12
Arete Wealth Advisors
Illinois
$562M -$6.51K -200 -1%
Northern Trust
13
Northern Trust
Illinois
$464M +$3.32M +102,061 +0.7%
Goldman Sachs
14
Goldman Sachs
New York
$438M +$103M +3,172,179 +31%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$420M -$950K -29,177 -0.2%
Invesco
16
Invesco
Georgia
$419M +$22.2M +682,557 +6%
Franklin Resources
17
Franklin Resources
California
$402M +$796K +24,465 +0.2%
TCA
18
Tortoise Capital Advisors
Kansas
$385M -$7.28M -223,679 -2%
Legal & General Group
19
Legal & General Group
United Kingdom
$367M -$5.92M -181,869 -2%
Ameriprise
20
Ameriprise
Minnesota
$359M +$22.6M +695,496 +7%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$308M -$1.36M -41,726 -0.4%
Blackstone Inc
22
Blackstone Inc
New York
$296M -$10.1M -311,128 -3%
Mackenzie Financial
23
Mackenzie Financial
Ontario, Canada
$294M +$9.32M +286,135 +3%
Norges Bank
24
Norges Bank
Norway
$292M +$14.5M +445,538 +5%
UBS AM
25
UBS AM
Illinois
$286M -$7.48M -229,913 -3%

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.