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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
PM
326
Phraction Management
Connecticut
$5.03M -$1.53M -38,250 -24%
KCG
327
Kinsale Capital Group
Virginia
$4.94M +$788K +19,649 +20%
Envestnet Portfolio Solutions
328
Envestnet Portfolio Solutions
Illinois
$4.94M -$841K -20,973 -15%
SWMG
329
Signature Wealth Management Group
Georgia
$4.92M -$386K -9,616 -8%
BF
330
BOK Financial
Oklahoma
$4.91M +$1.03M +25,649 +29%
Mercer Global Advisors
331
Mercer Global Advisors
Colorado
$4.91M +$257K +6,413 +6%
BCI
332
Brinker Capital Investments
Pennsylvania
$4.87M +$2.69K +67 +0.1%
OPS
333
Orion Portfolio Solutions
Nebraska
$4.87M +$2.69K +67 +0.1%
IWA
334
Icon Wealth Advisors
Texas
$4.87M +$388K +9,670 +9%
MPWT
335
MassMutual Private Wealth & Trust
Connecticut
$4.85M -$401K -10,007 -8%
AG
336
AlTi Global
New York
$4.83M -$2.38M -59,344 -34%
AAM
337
Aureus Asset Management
Massachusetts
$4.81M -$57.4K -1,430 -1%
Man Group
338
Man Group
United Kingdom
$4.8M -$737K -18,363 -14%
CIBC World Market
339
CIBC World Market
Ontario, Canada
$4.55M +$3.19M +79,504 +289%
VPIM
340
Vanguard Personalized Indexing Management
California
$4.5M +$799K +19,924 +23%
LSAG
341
Lake Street Advisors Group
New Hampshire
$4.49M -$36.6K -913 -0.9%
AGP
342
Autumn Glory Partners
Texas
$4.45M +$41.4K +1,033 +1%
OPERF
343
Oregon Public Employees Retirement Fund
Oregon
$4.45M +$28.9K +720 +0.7%
SCM
344
Sandler Capital Management
New York
$4.44M +$4.19M +104,500 New
SSI
345
Scott & Selber Inc
Texas
$4.43M +$68.6K +1,710 +2%
EMPI
346
Elo Mutual Pension Insurance
Finland
$4.43M -$1.01M -25,236 -19%
BCWM
347
Bartlett & Co Wealth Management
Ohio
$4.43M -$511K -12,732 -11%
AP
348
Americana Partners
Texas
$4.42M +$51.5K +1,283 +1%
FWM
349
FFT Wealth Management
Pennsylvania
$4.4M +$46K +1,148 +1%
ASN
350
Advisory Services Network
Georgia
$4.39M

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.