We are live on ! Find out more
WMB icon

Williams Companies

1,246 hedge funds and large institutions have $41.4B invested in Williams Companies in 2024 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 493 increasing their positions, 448 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $444M | Put options by funds: $277M

31% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 94

11% more capital invested

Capital invested by funds: $37.3B → $41.4B (+$4.07B)

10% more repeat investments, than reductions

Existing positions increased: 493 | Existing positions reduced: 448

1% more funds holding

Funds holding: 1,2331,246 (+13)

0.65% less ownership

Funds ownership: 88.01%87.35% (-0.65%)

3% less funds holding in top 10

Funds holding in top 10: 3029 (-1)

Holders
1,246
Holders Change
+13
Holders Change %
+1.05%
% of All Funds
17.95%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.42%
New
123
Increased
493
Reduced
448
Closed
94
Calls
$444M
Puts
$277M
Net Calls
+$167M
Net Calls Change
+$76.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Public Sector Pension Investment Board (PSP Investments)
251
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.86M +$690K +19,410 +11%
CIC
252
Canal Insurance Company
South Carolina
$7.79M +$1.77M +49,700 +33%
CA
253
Cetera Advisors
Colorado
$7.77M +$4.64M +130,477 +189%
GC
254
Guggenheim Capital
Illinois
$7.76M -$378K -10,646 -5%
JHCP
255
Jackson Hole Capital Partners
Oklahoma
$7.75M +$495K +13,921 +8%
GF
256
Gabelli Funds
New York
$7.67M -$1.09M -30,800 -14%
Wealth Enhancement Advisory Services
257
Wealth Enhancement Advisory Services
Minnesota
$7.55M -$64.2K -1,808 -0.9%
ECM
258
Estabrook Capital Management
New York
$7.52M -$271K -7,631 -4%
X
259
Xponance
Pennsylvania
$7.51M +$427K +12,031 +7%
AI
260
Atria Investments
North Carolina
$7.47M -$139K -3,904 -2%
NAM
261
Nissay Asset Management
Japan
$7.43M -$45.6K -1,283 -0.7%
BFG
262
Bleakley Financial Group
New Jersey
$7.43M +$73.6K +2,071 +1%
SW
263
Simplicity Wealth
New Jersey
$7.42M +$6.77M +190,519 New
AIM
264
Achmea Investment Management
Netherlands
$7.41M -$866K -24,364 -11%
SCA
265
Stokes Capital Advisors
South Carolina
$7.35M +$91K +2,562 +1%
DC
266
Davenport & Co
Virginia
$7.32M -$164K -4,620 -2%
LW
267
Linscomb Wealth
Texas
$7.28M +$38.6K +1,086 +0.6%
Millennium Management
268
Millennium Management
New York
$7.26M -$20.4M -573,084 -75%
YCM
269
Yousif Capital Management
Michigan
$7.22M -$115K -3,231 -2%
MIM
270
Merrion Investment Management
New Jersey
$7.19M -$2.59K -73 -0%
NYLIM
271
New York Life Investment Management
New York
$7.16M -$227K -6,390 -3%
BRWA
272
B. Riley Wealth Advisors
Florida
$7.12M +$222K +6,254 +3%
FLPIM
273
F.L. Putnam Investment Management
Massachusetts
$7.1M +$268K +7,543 +4%
SMDAM
274
Sumitomo Mitsui DS Asset Management
Japan
$7.08M +$249K +7,012 +4%
AMAL
275
Asset Management Advisors LLC
Oklahoma
$6.89M -$151K -4,250 -2%

WMB Hedge Fund Activity: Q1 2024 in Review

1,246 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q1 2024, worth a combined $41.4B — up 11% from $37.3B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new WMB positions and 94 closed out — a net gain of 29 holders — while 493 added to existing stakes and 448 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $367M. The largest seller was Morgan Stanley, cutting an estimated $629M.

  • 1,246 institutional investors held Williams Companies (WMB) as of Q1 2024, up from 1,233 in Q4 2023.
  • Funds reported $41.4B of Williams Companies stock for Q1 2024, up 11% quarter-over-quarter.
  • 123 funds opened new Williams Companies positions in Q1 2024 and 94 closed out, a net change of +29 holders.
  • The largest Williams Companies buyer in Q1 2024 was Wellington Management Group, an estimated $367M added.
  • The largest Williams Companies seller in Q1 2024 was Morgan Stanley, an estimated $629M sold.

Based on aggregated 13F filings for Q1 2024.