We are live on ! Find out more
WMB icon

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
DCM
401
Davidson Capital Management
Texas
$3.2M +$436K +10,874 +17%
CWG
402
Cornerstone Wealth Group
North Carolina
$3.2M +$3.02M +75,373 New
FHB
403
First Hawaiian Bank
Hawaii
$3.18M -$60.2K -1,500 -2%
SYBT
404
Stock Yards Bank & Trust
Kentucky
$3.15M -$445K -11,102 -13%
WAAG
405
Wealth Alliance Advisory Group
Kansas
$3.11M -$8.98K -224 -0.3%
UM
406
UniSuper Management
Australia
$3.08M +$1.24M +30,829 +74%
FC
407
Forte Capital
New York
$3.05M -$330K -8,219 -10%
DW30
408
Drucker Wealth 3.0
New Jersey
$3.03M +$2.86M +71,184 New
Mirae Asset Global Investments
409
Mirae Asset Global Investments
South Korea
$3M -$127M -3,177,786 -98%
Barrow, Hanley, Mewhinney & Strauss
410
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.99M
MOS
411
MGO One Seven
Ohio
$2.98M +$296K +7,373 +12%
SAM
412
Securian Asset Management
Minnesota
$2.98M -$63.1K -1,572 -2%
LSERS
413
Louisiana State Employees Retirement System
Louisiana
$2.93M -$72.2K -1,800 -3%
IP
414
Interval Partners
New York
$2.91M +$2.74M +68,415 New
SA
415
SL Advisors
New Jersey
$2.9M -$50.9K -1,270 -2%
USCWA
416
U.S. Capital Wealth Advisors
Texas
$2.89M -$65.7K -1,638 -2%
AssetMark Inc
417
AssetMark Inc
California
$2.89M -$1.02M -25,498 -27%
Arrowstreet Capital
418
Arrowstreet Capital
Massachusetts
$2.88M -$25.8M -643,622 -90%
SGC
419
Slocum, Gordon & Co
Rhode Island
$2.87M -$2.81K -70 -0.1%
ITC
420
Inspire Trust Company
Nevada
$2.84M +$1.84M +45,900 +219%
ECM
421
EagleClaw Capital Management
Massachusetts
$2.84M +$46.1K +1,150 +2%
3IP
422
3Chopt Investment Partners
Virginia
$2.82M +$2.73K +68 +0.1%
CB
423
Commerce Bank
Missouri
$2.81M -$129K -3,222 -5%
EWA
424
Exencial Wealth Advisors
Oklahoma
$2.81M +$18.1K +452 +0.7%
MIF
425
Mediolanum International Funds
Ireland
$2.78M +$369K +9,205 +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.