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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.32B -$13.3M -389,920 -0.3%
BlackRock
2
BlackRock
New York
$3.79B -$196M -5,747,691 -5%
State Street
3
State Street
Massachusetts
$2.75B -$35.3M -1,033,548 -1%
Bank of America
4
Bank of America
North Carolina
$1.99B +$280M +8,197,540 +16%
Dodge & Cox
5
Dodge & Cox
California
$1.29B -$22.9M -671,049 -2%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$1.04B +$373M +10,923,187 +55%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$932M +$19M +557,313 +2%
JP Morgan Chase
8
JP Morgan Chase
New York
$823M +$18.6M +545,054 +2%
ClearBridge Investments
9
ClearBridge Investments
New York
$772M -$20.5M -599,742 -3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$703M -$18.2M -532,848 -2%
Morgan Stanley
11
Morgan Stanley
New York
$643M +$24.3M +712,048 +4%
Franklin Resources
12
Franklin Resources
California
$516M -$12.8M -375,778 -2%
Northern Trust
13
Northern Trust
Illinois
$487M +$37.2M +1,089,150 +8%
Federated Hermes
14
Federated Hermes
Pennsylvania
$459M +$31.4M +921,537 +7%
TCA
15
Tortoise Capital Advisors
Kansas
$448M +$40.6M +1,190,007 +10%
Invesco
16
Invesco
Georgia
$419M -$21.5M -628,656 -5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$381M +$2.34M +68,674 +0.6%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$364M +$81.2M +2,378,389 +28%
Goldman Sachs
19
Goldman Sachs
New York
$348M +$62.9M +1,842,790 +22%
Legal & General Group
20
Legal & General Group
United Kingdom
$346M -$21M -616,755 -6%
Ameriprise
21
Ameriprise
Minnesota
$343M -$40.2M -1,179,396 -10%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$322M +$84.7M +2,482,331 +35%
Norges Bank
23
Norges Bank
Norway
$311M -$2.72M -79,764 -0.9%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$300M -$12.9M -377,873 -4%
Deutsche Bank
25
Deutsche Bank
Germany
$298M -$67.3M -1,970,732 -18%

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.