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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
CFG
276
Cambridge Financial Group
Ohio
$6.88M -$37.8K -1,065 -0.6%
CIG
277
Consolidated Investment Group
Colorado
$6.76M
GT
278
Glenmede Trust
Pennsylvania
$6.74M -$456K -12,836 -7%
AG
279
AlTi Global
New York
$6.74M +$6.15M +172,957 New
NA
280
NewEdge Advisors
Louisiana
$6.73M -$166K -4,675 -3%
CAPTRUST Financial Advisors
281
CAPTRUST Financial Advisors
North Carolina
$6.71M -$1.14M -32,110 -16%
Public Employees Retirement Association of Colorado
282
Public Employees Retirement Association of Colorado
Colorado
$6.7M -$415K -11,677 -6%
SG Americas Securities
283
SG Americas Securities
New York
$6.61M +$3.95M +111,143 +190%
IG
284
ING Group
Netherlands
$6.59M +$5.44M +153,155 +966%
PAM
285
Panagora Asset Management
Massachusetts
$6.58M -$104K -2,924 -2%
BZWA
286
Blue Zone Wealth Advisors
California
$6.49M +$65.6K +1,846 +1%
Cerity Partners
287
Cerity Partners
New York
$6.43M +$3.15M +88,715 +116%
HC
288
Hourglass Capital
Texas
$6.26M -$1.17M -33,060 -17%
Pathstone Holdings
289
Pathstone Holdings
New Jersey
$6.23M +$206K +5,800 +4%
Creative Planning
290
Creative Planning
Kansas
$6.22M +$537K +15,119 +10%
CAM
291
Cresset Asset Management
Illinois
$6.22M -$220K -6,181 -4%
PM
292
Phraction Management
Connecticut
$6.1M +$259K +7,294 +5%
Cambridge Investment Research Advisors
293
Cambridge Investment Research Advisors
Iowa
$6.09M -$696K -19,591 -11%
PE
294
Point72 Europe
United Kingdom
$6.07M +$5.54M +155,876 New
CWP
295
Cyndeo Wealth Partners
Florida
$6.06M +$568K +15,978 +11%
RJT
296
Raymond James Trust
Florida
$6.05M -$94.5K -2,659 -2%
OBGC
297
O'Brien Greene & Co
Pennsylvania
$6.02M +$29.6K +832 +0.5%
Qube Research & Technologies (QRT)
298
Qube Research & Technologies (QRT)
United Kingdom
$6.01M -$1.07M -30,093 -16%
GWM
299
Graybill Wealth Management
Illinois
$6M +$12.5K +351 +0.2%
Loomis, Sayles & Company
300
Loomis, Sayles & Company
Massachusetts
$5.92M +$962K +27,073 +22%

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.