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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
FBT
351
First Bank & Trust
South Dakota
$4.05M -$10.2K -287 -0.3%
IWA
352
Icon Wealth Advisors
Texas
$4.05M -$235K -6,600 -6%
AGP
353
Autumn Glory Partners
Texas
$4.04M -$40.8K -1,149 -1%
ASN
354
Advisory Services Network
Georgia
$4.02M -$581K -16,355 -14%
AP
355
Americana Partners
Texas
$4M +$79.2K +2,230 +2%
SSI
356
Scott & Selber Inc
Texas
$3.99M +$4.09K +115 +0.1%
FWM
357
FFT Wealth Management
Pennsylvania
$3.99M +$3.63M +102,305 New
IIM
358
Intact Investment Management
Quebec, Canada
$3.94M
GIBU
359
Gulf International Bank (UK)
United Kingdom
$3.92M +$19.5K +550 +0.5%
ATC
360
Argent Trust Co
Tennessee
$3.83M -$32.3K -909 -0.9%
BFEC
361
Benjamin F. Edwards & Company
Missouri
$3.83M +$1.63K +46 +0%
CAL
362
Capital Analysts LLC
Pennsylvania
$3.82M -$135K -3,791 -4%
Nordea Investment Management
363
Nordea Investment Management
Sweden
$3.82M +$280K +7,891 +9%
AAS
364
Annex Advisory Services
Wisconsin
$3.82M +$136K +3,837 +4%
KCG
365
Kinsale Capital Group
Virginia
$3.77M +$810K +22,792 +31%
BAMF
366
BI Asset Management Fondsmaeglerselskab
Denmark
$3.72M +$2.01M +56,509 +145%
AssetMark Inc
367
AssetMark Inc
California
$3.64M -$1.25M -35,110 -27%
SPIA
368
Steward Partners Investment Advisory
New York
$3.61M +$739K +20,795 +29%
KRS
369
Kentucky Retirement Systems
Kentucky
$3.6M -$176K -4,948 -5%
HAI
370
Hennessy Advisors Inc
California
$3.58M
MCB
371
Morton Community Bank
Illinois
$3.58M +$194K +5,450 +6%
MGP
372
Metis Global Partners
California
$3.57M -$159K -4,461 -5%
GI
373
GS Investments
Minnesota
$3.57M -$2.49K -70 -0.1%
PPWP
374
Proquility Private Wealth Partners
Nevada
$3.55M +$275K +7,728 +9%
BF
375
BOK Financial
Oklahoma
$3.49M +$363K +10,212 +13%

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.