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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
Norges Bank
26
Norges Bank
Norway
$331M -$11.1M -312,559 -4%
RJA
27
Raymond James & Associates
Florida
$328M +$1.96M +55,248 +0.7%
UBS AM
28
UBS AM
Illinois
$297M -$13.5M -379,008 -5%
Mackenzie Financial
29
Mackenzie Financial
Ontario, Canada
$279M +$1.58M +44,485 +0.6%
BG
30
Bahl & Gaynor
Ohio
$275M +$968K +27,233 +0.4%
Wells Fargo
31
Wells Fargo
California
$274M +$82.3K +2,316 +0%
Charles Schwab
32
Charles Schwab
California
$273M +$4.74M +133,506 +2%
Blackstone Inc
33
Blackstone Inc
New York
$252M +$120M +3,373,800 +109%
Amundi
34
Amundi
France
$240M +$23.3M +655,025 +11%
BC
35
Brookfield Corp
Ontario, Canada
$230M +$22.2M +623,820 +12%
Jennison Associates
36
Jennison Associates
New York
$224M +$58.5M +1,647,469 +40%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$218M +$6.24M +175,724 +3%
American Century Companies
38
American Century Companies
Missouri
$198M -$2.62M -73,820 -1%
Stifel Financial
39
Stifel Financial
Missouri
$196M +$11M +309,172 +7%
Federated Hermes
40
Federated Hermes
Pennsylvania
$195M -$155M -4,368,797 -47%
N
41
Nuveen
North Carolina
$191M +$11M +308,472 +7%
Barclays
42
Barclays
United Kingdom
$162M -$14M -395,289 -9%
Citadel Advisors
43
Citadel Advisors
Florida
$153M +$102M +2,858,179 +266%
WHG
44
Westwood Holdings Group
Texas
$152M -$11.2M -316,007 -7%
1832 Asset Management
45
1832 Asset Management
Ontario, Canada
$147M +$393K +11,071 +0.3%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$147M +$35.5M +999,959 +36%
Swiss National Bank
47
Swiss National Bank
Switzerland
$142M -$5.71M -160,700 -4%
CI Investments Inc
48
CI Investments Inc
Ontario, Canada
$138M -$14.7M -412,387 -10%
Janus Henderson Group
49
Janus Henderson Group
United Kingdom
$136M +$2.11M +59,425 +2%
JIC
50
Johnson Investment Counsel
Ohio
$130M +$2.49M +70,056 +2%

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.