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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
Wealthfront Advisers
301
Wealthfront Advisers
California
$5.91M +$495K +13,934 +10%
BPA
302
Beacon Pointe Advisors
California
$5.89M +$444K +12,489 +9%
CIA
303
Capital Investment Advisors
Georgia
$5.88M +$448K +12,601 +9%
GHAM
304
Gilman Hill Asset Management
Connecticut
$5.68M -$74.1K -2,085 -1%
HCA
305
Horan Capital Advisors
Ohio
$5.67M +$123K +3,451 +2%
BCIM
306
British Columbia Investment Management
British Columbia, Canada
$5.66M +$186K +5,231 +4%
HKAM
307
Horizon Kinetics Asset Management
New York
$5.61M -$7.64K -215 -0.1%
PA
308
Procyon Advisors
Connecticut
$5.61M -$178K -5,004 -3%
PAIM
309
Punch & Associates Investment Management
Minnesota
$5.57M -$1.52M -42,865 -23%
MIM
310
Morningstar Investment Management
Illinois
$5.55M
SOADOR
311
State of Alaska Department of Revenue
Alaska
$5.54M -$92.6K -2,605 -2%
SI
312
Stephens Inc
Arkansas
$5.53M +$167K +4,706 +3%
DPAM
313
Degroof Petercam Asset Management
Belgium
$5.49M
BC
314
Barnett & Company
Tennessee
$5.44M -$206K -5,801 -4%
Envestnet Portfolio Solutions
315
Envestnet Portfolio Solutions
Illinois
$5.34M -$438K -12,331 -8%
TPCW
316
TD Private Client Wealth
New York
$5.13M -$1.1M -30,989 -19%
WFMPM
317
Woodley Farra Manion Portfolio Management
Indiana
$5.12M -$378K -10,649 -7%
Man Group
318
Man Group
United Kingdom
$5.12M +$2.4M +67,516 +106%
Daiwa Securities Group
319
Daiwa Securities Group
Japan
$5.1M +$193K +5,419 +4%
HPG
320
Harvest Portfolios Group
Ontario, Canada
$5.07M +$259K +7,299 +6%
EMPI
321
Elo Mutual Pension Insurance
Finland
$5.04M +$826K +23,244 +22%
KBC Group
322
KBC Group
Belgium
$4.93M -$1.48M -41,596 -25%
CBT
323
Central Bank & Trust
Kentucky
$4.92M +$29.4K +828 +0.7%
OC
324
Oppenheimer & Co
New York
$4.89M +$810K +22,810 +22%
CS
325
Candriam SCA
Luxembourg
$4.87M +$161K +4,529 +4%

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.