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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
SWS
426
SYSTM Wealth Solutions
Illinois
$2.58M -$101K -2,848 -4%
3IP
427
3Chopt Investment Partners
Virginia
$2.58M -$14.6K -412 -0.6%
ECM
428
EagleClaw Capital Management
Massachusetts
$2.56M -$21.3K -600 -0.9%
EWA
429
Exencial Wealth Advisors
Oklahoma
$2.55M +$1.65M +46,381 +242%
DCM
430
Davidson Capital Management
Texas
$2.51M +$27.6K +776 +1%
IMRF
431
Illinois Municipal Retirement Fund
Illinois
$2.5M +$870K +24,481 +62%
CA
432
Continuum Advisory
Idaho
$2.48M +$818K +23,020 +58%
MOS
433
MGO One Seven
Ohio
$2.45M +$17.9K +505 +0.8%
TPA
434
Trivium Point Advisory
Connecticut
$2.43M -$194K -5,473 -8%
CAM
435
Cozad Asset Management
Illinois
$2.42M -$303K -8,533 -12%
MGIA
436
Moneta Group Investment Advisors
Missouri
$2.41M -$265K -7,446 -11%
IGAM
437
iA Global Asset Management
Quebec, Canada
$2.4M +$1.55M +43,675 +242%
HWAM
438
Hennion & Walsh Asset Management
New Jersey
$2.4M +$285K +8,031 +15%
NMERB
439
New Mexico Educational Retirement Board
New Mexico
$2.39M -$74.6K -2,100 -3%
TA
440
TKG Advisors
Indiana
$2.39M +$28.5K +801 +1%
CGH
441
Crossmark Global Holdings
Texas
$2.38M -$97.8K -2,752 -4%
Allspring Global Investments
442
Allspring Global Investments
North Carolina
$2.38M -$3.28M -92,229 -60%
MIF
443
Mediolanum International Funds
Ireland
$2.36M +$2.18M +61,326 New
RIM
444
Redwood Investment Management
Arizona
$2.33M +$2.13M +59,920 New
PA
445
Profund Advisors
Maryland
$2.32M -$645K -18,155 -23%
AWCI
446
Alpine Woods Capital Investors
New York
$2.28M -$188K -5,304 -8%
RFC
447
Regions Financial Corp
Alabama
$2.28M +$1.03M +29,118 +99%
TW
448
Transform Wealth
Colorado
$2.27M +$14K +395 +0.7%
NW
449
NewEdge Wealth
Pennsylvania
$2.26M -$13.8K -388 -0.7%
VI
450
Vestcor Inc
New Brunswick, Canada
$2.21M -$436K -12,276 -18%

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.