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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
MMG
476
Monetary Management Group
Missouri
$1.93M -$259K -7,300 -13%
Luther King Capital Management (LKCM)
477
Luther King Capital Management (LKCM)
Texas
$1.91M +$193K +5,429 +12%
MLICM
478
Metropolitan Life Insurance Company (MetLife)
New York
$1.91M -$16.1K -452 -0.9%
MECA
479
Miller Equity Capital Advisors
Texas
$1.91M
PCA
480
Providence Capital Advisors
North Carolina
$1.91M +$40.5K +1,139 +2%
PFPT
481
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.88M +$7K +197 +0.4%
FCB
482
First County Bank
Connecticut
$1.87M -$96.3K -2,710 -5%
VHAM
483
Van Hulzen Asset Management
California
$1.85M
LC
484
Lavaca Capital
Texas
$1.84M
CAG
485
Csenge Advisory Group
Florida
$1.82M +$31.2K +877 +2%
IB
486
Intrust Bank
Kansas
$1.81M -$11K -310 -0.7%
VAS
487
Vestmark Advisory Solutions
Massachusetts
$1.81M -$95.4K -2,684 -5%
MCM
488
MAI Capital Management
Ohio
$1.8M +$102K +2,884 +7%
IC
489
IEQ Capital
California
$1.79M +$223K +6,277 +16%
RRA
490
Round Rock Advisors
Connecticut
$1.79M -$715K -20,130 -30%
HG
491
Herbst Group
Connecticut
$1.75M -$171K -4,800 -10%
TI
492
Tidal Investments
Wisconsin
$1.73M -$74.3K -2,090 -4%
VCA
493
Verdence Capital Advisors
Maryland
$1.71M +$106K +2,981 +7%
AW
494
Alaethes Wealth
Nevada
$1.67M -$169K -4,763 -10%
CCA
495
Cadent Capital Advisors
Oklahoma
$1.66M -$1.74K -49 -0.1%
CCIA
496
Campbell & Co Investment Adviser
Maryland
$1.66M +$1.04M +29,196 +219%
FFP
497
FourThought Financial Partners
Florida
$1.66M +$29.8K +839 +2%
KPWS
498
Kestra Private Wealth Services
Texas
$1.65M -$106K -2,989 -7%
CFGS
499
Concourse Financial Group Securities
Alabama
$1.65M -$31.1K -875 -2%
BMSSC
500
B. Metzler seel. Sohn & Co
Germany
$1.64M

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.