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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
PGFC
376
Peapack-Gladstone Financial Corp
New Jersey
$3.47M -$99.9K -2,811 -3%
AG
377
Ascent Group
Virginia
$3.39M -$144K -4,063 -4%
RAM
378
Roanoke Asset Management
New Jersey
$3.37M -$1.6K -45 -0.1%
VPIM
379
Vanguard Personalized Indexing Management
California
$3.35M +$302K +8,501 +11%
PAG
380
Private Advisor Group
New Jersey
$3.35M +$89.1K +2,508 +3%
AWM
381
AE Wealth Management
Kansas
$3.34M -$4.65M -130,915 -60%
GAM
382
Groupama Asset Management
France
$3.32M -$1.49M -41,818 -44%
SYBT
383
Stock Yards Bank & Trust
Kentucky
$3.32M -$251K -7,051 -8%
MFG
384
Merit Financial Group
Georgia
$3.3M +$20.2K +569 +0.7%
TYCC
385
Texas Yale Capital Corp
Florida
$3.29M +$25.6K +720 +0.9%
AF
386
Arrow Financial
New York
$3.27M -$1.85K -52 -0.1%
PH
387
Pinnacle Holdings
Oklahoma
$3.21M -$840K -23,646 -22%
GSC
388
G&S Capital
Colorado
$3.18M -$42.3K -1,190 -1%
OAM
389
Occidental Asset Management
California
$3.17M +$544K +15,302 +23%
CQS
390
Credential Qtrade Securities
$3.14M +$85.9K +2,417 +3%
FIM
391
FWL Investment Management
Texas
$3.12M +$152K +4,269 +6%
FC
392
Forte Capital
New York
$3.11M +$66.4K +1,869 +2%
DADC
393
D.A. Davidson & Co
Montana
$3.11M -$116K -3,271 -4%
UAS
394
United Asset Strategies
New York
$3.1M +$24.9K +702 +0.9%
Bessemer Group
395
Bessemer Group
New Jersey
$3.08M +$1.2M +33,888 +75%
HIMCH
396
Hartford Investment Management Co (HIMCO)
Connecticut
$3.07M -$118K -3,307 -4%
M&T Bank
397
M&T Bank
New York
$3M -$104K -2,938 -4%
MS
398
Madden Securities
Texas
$2.98M +$2.71M +76,345 New
FHB
399
First Hawaiian Bank
Hawaii
$2.97M -$447K -12,575 -14%
IWC
400
Integrated Wealth Concepts
Massachusetts
$2.96M +$150K +4,215 +6%

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.