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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
BWL
276
Bogart Wealth LLC
Virginia
$6.98M -$3.56M -88,657 -35%
EAM
277
Erste Asset Management
Austria
$6.84M -$4.9M -122,227 -43%
CAM
278
Cresset Asset Management
Illinois
$6.8M +$17.5K +437 +0.3%
SC
279
Skylands Capital
Wisconsin
$6.8M -$1.81M -45,225 -22%
BPA
280
Beacon Pointe Advisors
California
$6.79M +$345K +8,612 +6%
BZWA
281
Blue Zone Wealth Advisors
California
$6.72M -$335K -8,344 -5%
CAPTRUST Financial Advisors
282
CAPTRUST Financial Advisors
North Carolina
$6.72M -$563K -14,041 -8%
CWP
283
Cyndeo Wealth Partners
Florida
$6.7M +$88.9K +2,217 +1%
CWM
284
CIBC World Markets
New York
$6.68M +$1.41M +35,086 +29%
HC
285
Hourglass Capital
Texas
$6.67M -$144K -3,600 -2%
Cambridge Investment Research Advisors
286
Cambridge Investment Research Advisors
Iowa
$6.67M +$25.9K +645 +0.4%
OSAM
287
O'Shaughnessy Asset Management
Connecticut
$6.56M +$1.84M +45,995 +42%
Pathstone Holdings
288
Pathstone Holdings
New Jersey
$6.53M -$246K -6,142 -4%
GWM
289
Graybill Wealth Management
Illinois
$6.47M -$61.7K -1,537 -1%
PA
290
Procyon Advisors
Connecticut
$6.44M +$303K +7,566 +5%
RJT
291
Raymond James Trust
Florida
$6.4M -$189K -4,702 -3%
CIC
292
Canal Insurance Company
South Carolina
$6.38M -$2.01M -50,000 -25%
AAS
293
Annex Advisory Services
Wisconsin
$6.33M +$2.04M +50,938 +52%
Loomis, Sayles & Company
294
Loomis, Sayles & Company
Massachusetts
$6.3M -$144K -3,589 -2%
Daiwa Securities Group
295
Daiwa Securities Group
Japan
$6.24M +$639K +15,929 +12%
FDCDDQ
296
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.19M +$4.49M +111,919 +332%
GHAM
297
Gilman Hill Asset Management
Connecticut
$6.17M -$17.2K -430 -0.3%
HCA
298
Horan Capital Advisors
Ohio
$6.14M -$37.6K -937 -0.6%
HKAM
299
Horizon Kinetics Asset Management
New York
$6.12M +$2.01K +50 +0%
PAM
300
Panagora Asset Management
Massachusetts
$6.1M -$1.02M -25,322 -15%

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.