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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
MYIA
501
Mount Yale Investment Advisors
Colorado
$1.64M -$7.14K -201 -0.5%
UM
502
UniSuper Management
Australia
$1.62M -$560K -15,765 -27%
BTWM
503
Baker Tilly Wealth Management
Wisconsin
$1.62M -$45.3K -1,274 -3%
MSAM
504
Moloney Securities Asset Management
Missouri
$1.61M -$60.8K -1,711 -4%
NEI
505
Northwest & Ethical Investments
Ontario, Canada
$1.6M +$286K +8,052 +24%
GJWM
506
Gilliland Jeter Wealth Management
Arkansas
$1.57M -$34.6K -974 -2%
KRSITF
507
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.56M -$113K -3,194 -7%
USAA
508
United Services Automobile Association
Texas
$1.56M
FC
509
FCA Corp
Texas
$1.56M
LA
510
Legacy Advisors
Pennsylvania
$1.56M -$113K -3,194 -7%
Walleye Capital
511
Walleye Capital
New York
$1.56M -$2.49M -69,955 -64%
OM
512
OV Management
Minnesota
$1.56M
GLA
513
Great Lakes Advisors
Illinois
$1.55M +$1.41M +39,781 New
SP
514
Stablepoint Partners
Massachusetts
$1.55M +$467K +13,132 +49%
NB
515
Norinchukin Bank
Japan
$1.55M -$17.7K -499 -1%
DBRC
516
D.B. Root & Company
Pennsylvania
$1.54M -$18.7K -525 -1%
HCM
517
Highlander Capital Management
New Jersey
$1.52M -$24.9K -700 -2%
GCA
518
Genesee Capital Advisors
New York
$1.5M +$4.19K +118 +0.3%
NMIMC
519
Northwestern Mutual Investment Management Company
Wisconsin
$1.5M +$3.41K +96 +0.2%
WANY
520
Wealthspire Advisors (New York)
New York
$1.5M -$83.5K -2,349 -6%
AA
521
Argent Advisors
Louisiana
$1.5M +$177K +4,987 +15%
AAA
522
Adams Asset Advisors
Texas
$1.5M
Connor, Clark & Lunn Investment Management (CC&L)
523
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.49M -$17.7M -498,806 -93%
HIA
524
Harvest Investment Advisors
Florida
$1.48M +$8.17K +230 +0.6%
LTAS
525
Linden Thomas Advisory Services
North Carolina
$1.48M +$478K +13,462 +55%

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.