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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
AWS
451
Atria Wealth Solutions
New York
$2.2M +$60.2K +1,694 +3%
CB
452
CNB Bank
Pennsylvania
$2.19M +$21.2K +597 +1%
LFG
453
Larson Financial Group
Missouri
$2.19M -$21.1K -594 -1%
WS
454
Wedbush Securities
California
$2.19M +$790K +22,241 +65%
BIC
455
Beach Investment Counsel
Pennsylvania
$2.19M
SCA
456
Snowden Capital Advisors
New York
$2.19M +$14.5K +407 +0.7%
Nomura Holdings
457
Nomura Holdings
Japan
$2.18M -$5.35M -150,485 -73%
RCM
458
Raleigh Capital Management
North Carolina
$2.18M -$350K -9,861 -15%
RPI
459
Railway Pension Investments
United Kingdom
$2.16M
LC
460
Lindbrook Capital
California
$2.14M +$219K +6,175 +13%
CWM
461
Congress Wealth Management
Massachusetts
$2.14M +$302K +8,513 +18%
PBK
462
Peoples Bank (Kansas)
Kansas
$2.14M
Carson Wealth (CWM LLC)
463
Carson Wealth (CWM LLC)
Nebraska
$2.13M -$11.5K -325 -0.6%
PR
464
Payden & Rygel
California
$2.13M +$121K +3,400 +7%
PRIG
465
Payden & Rygel Investment Group
California
$2.13M +$1.94M +54,560 New
PWAM
466
Pinnacle West Asset Management
Wyoming
$2.12M -$16.9K -476 -0.9%
FFS
467
Founders Financial Securities
Maryland
$2.11M +$98.4K +2,769 +5%
SVWAG
468
Sound View Wealth Advisors Group
Georgia
$2.06M +$108K +3,047 +6%
HFM
469
Hartford Financial Management
Connecticut
$2.03M +$6.71K +189 +0.4%
WA
470
Wealth Alliance
New York
$2.02M +$11.2K +314 +0.6%
Brown Advisory
471
Brown Advisory
Maryland
$2.01M -$54.2K -1,525 -3%
DILIC
472
Dai-ichi Life Insurance Company
Japan
$2.01M
BBWA
473
Bell & Brown Wealth Advisors
California
$1.99M -$11.5K -323 -0.6%
GRP
474
Global Retirement Partners
California
$1.96M +$718K +20,207 +67%
BC
475
Burney Company
Virginia
$1.95M +$51.1K +1,437 +3%

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.