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Williams Companies

1,307 hedge funds and large institutions have $45.2B invested in Williams Companies in 2024 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 468 increasing their positions, 508 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 68

51% more call options, than puts

Call options by funds: $463M | Put options by funds: $307M

21% more funds holding in top 10

Funds holding in top 10: 2935 (+6)

9% more capital invested

Capital invested by funds: $41.4B → $45.2B (+$3.8B)

5% more funds holding

Funds holding: 1,2461,307 (+61)

0.14% less ownership

Funds ownership: 87.35%87.21% (-0.14%)

8% less repeat investments, than reductions

Existing positions increased: 468 | Existing positions reduced: 508

Holders
1,307
Holders Change
+61
Holders Change %
+4.9%
% of All Funds
18.88%
Holding in Top 10
35
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20.69%
% of All Funds
0.51%
New
144
Increased
468
Reduced
508
Closed
68
Calls
$463M
Puts
$307M
Net Calls
+$156M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
251
Stokes Capital Advisors
South Carolina
$8.03M +$15.8K +393 +0.2%
BFG
252
Bleakley Financial Group
New Jersey
$8.03M -$77.3K -1,927 -1%
SW
253
Simplicity Wealth
New Jersey
$8.02M -$68.3K -1,702 -0.9%
Westfield Capital Management
254
Westfield Capital Management
Massachusetts
$8.01M +$6.63M +165,203 +708%
LW
255
Linscomb Wealth
Texas
$7.99M +$43.1K +1,075 +0.6%
MIM
256
Merrion Investment Management
New Jersey
$7.93M +$88.2K +2,200 +1%
NYLIM
257
New York Life Investment Management
New York
$7.9M +$84.9K +2,117 +1%
X
258
Xponance
Pennsylvania
$7.89M -$282K -7,037 -4%
BCM
259
Brasada Capital Management
Texas
$7.79M +$2.94M +73,245 +67%
YCM
260
Yousif Capital Management
Michigan
$7.73M -$145K -3,619 -2%
Creative Planning
261
Creative Planning
Kansas
$7.7M +$863K +21,504 +13%
Wealthfront Advisers
262
Wealthfront Advisers
California
$7.66M +$1.15M +28,644 +19%
AMAL
263
Asset Management Advisors LLC
Oklahoma
$7.59M +$67.1K +1,674 +0.9%
AI
264
Atria Investments
North Carolina
$7.47M -$641K -15,976 -8%
GC
265
Guggenheim Capital
Illinois
$7.41M -$994K -24,789 -12%
GT
266
Glenmede Trust
Pennsylvania
$7.41M +$51.6K +1,287 +0.7%
OBGC
267
O'Brien Greene & Co
Pennsylvania
$7.32M +$714K +17,807 +12%
DC
268
Davenport & Co
Virginia
$7.3M -$642K -16,000 -9%
CFG
269
Cambridge Financial Group
Ohio
$7.3M -$196K -4,880 -3%
AAM
270
Advisors Asset Management
Colorado
$7.26M -$1.61M -40,256 -19%
Public Employees Retirement Association of Colorado
271
Public Employees Retirement Association of Colorado
Colorado
$7.23M -$72K -1,794 -1%
MML Investors Services
272
MML Investors Services
Massachusetts
$7.1M -$2.6M -64,722 -28%
CIA
273
Capital Investment Advisors
Georgia
$7.02M +$568K +14,170 +9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
274
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$7M +$6.61M +164,800 New
BRWA
275
B. Riley Wealth Advisors
Florida
$6.99M -$1.89M -47,001 -22%

WMB Hedge Fund Activity: Q2 2024 in Review

1,307 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q2 2024, worth a combined $45.2B — up 9.2% from $41.4B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new WMB positions and 68 closed out — a net gain of 76 holders — while 468 added to existing stakes and 508 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $325M. The largest seller was Franklin Resources, cutting an estimated $170M.

  • 1,307 institutional investors held Williams Companies (WMB) as of Q2 2024, up from 1,246 in Q1 2024.
  • Funds reported $45.2B of Williams Companies stock for Q2 2024, up 9.2% quarter-over-quarter.
  • 144 funds opened new Williams Companies positions in Q2 2024 and 68 closed out, a net change of +76 holders.
  • The largest Williams Companies buyer in Q2 2024 was Wellington Management Group, an estimated $325M added.
  • The largest Williams Companies seller in Q2 2024 was Franklin Resources, an estimated $170M sold.

Based on aggregated 13F filings for Q2 2024.