Williams Companies
1,235 hedge funds and large institutions have $37.1B invested in Williams Companies in 2023 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 426 increasing their positions, 460 reducing their positions, and 75 closing their positions.
140% more first-time investments, than exits
New positions opened: 180 | Existing positions closed: 75
28% more call options, than puts
Call options by funds: $412M | Put options by funds: $321M
8% more funds holding
Funds holding: 1,145 → 1,235 (+90)
4% more capital invested
Capital invested by funds: $35.7B → $37.1B (+$1.41B)
0.47% more ownership
Funds ownership: 87.02% → 87.49% (+0.47%)
7% less repeat investments, than reductions
Existing positions increased: 426 | Existing positions reduced: 460
3% less funds holding in top 10
Funds holding in top 10: 31 → 30 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$442M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$103M |
| 3 |
BlackRock
New York
|
+$79.6M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$71.6M |
| 5 |
JP Morgan Chase
New York
|
+$69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$150M |
| 2 |
ClearBridge Investments
New York
|
-$109M |
| 3 |
State Street
Boston,
Massachusetts
|
-$87.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$84.1M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$73M |
WMB Hedge Fund Activity: Q4 2023 in Review
1,235 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q4 2023, worth a combined $37.1B — up 4% from $35.7B a quarter earlier.
Buyers outnumbered sellers: 180 funds opened new WMB positions and 75 closed out — a net gain of 105 holders — while 426 added to existing stakes and 460 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $442M. The largest seller was Federated Hermes, cutting an estimated $150M.
- 1,235 institutional investors held Williams Companies (WMB) as of Q4 2023, up from 1,145 in Q3 2023.
- Funds reported $37.1B of Williams Companies stock for Q4 2023, up 4% quarter-over-quarter.
- 180 funds opened new Williams Companies positions in Q4 2023 and 75 closed out, a net change of +105 holders.
- The largest Williams Companies buyer in Q4 2023 was Neuberger Berman Group, an estimated $442M added.
- The largest Williams Companies seller in Q4 2023 was Federated Hermes, an estimated $150M sold.
Based on aggregated 13F filings for Q4 2023.