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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
William Blair & Company
526
William Blair & Company
Illinois
$1.47M -$181K -5,089 -12%
SAM
527
Secure Asset Management
Michigan
$1.46M +$54.1K +1,524 +4%
GA
528
GoalVest Advisory
New York
$1.46M +$47.1K +1,327 +4%
BHA
529
Beech Hill Advisors
New York
$1.44M +$13.7K +385 +1%
AT
530
Arden Trust
Delaware
$1.44M -$3.23K -91 -0.2%
VIP
531
Vista Investment Partners
Oklahoma
$1.43M +$995 +28 +0.1%
TCPW
532
Twin City Private Wealth
North Carolina
$1.42M +$1.3M +36,537 New
Northwestern Mutual Wealth Management
533
Northwestern Mutual Wealth Management
Wisconsin
$1.41M +$224K +6,318 +21%
DF
534
Donoghue Forlines
Massachusetts
$1.38M +$595K +16,756 +89%
BCM
535
Basso Capital Management
Connecticut
$1.38M
NSEDCP
536
NJ State Employees Deferred Compensation Plan
New Jersey
$1.36M
CCM
537
Cohen Capital Management
California
$1.36M -$924K -26,000 -43%
DCM
538
Dudley Capital Management
Virginia
$1.36M +$1.35K +38 +0.1%
CIMLRA
539
CBRE Investment Management Listed Real Assets
Pennsylvania
$1.36M -$13.9K -392 -1%
PWP
540
Phillips Wealth Planners
Mississippi
$1.35M +$40.7K +1,145 +3%
NAMA
541
Nikko Asset Management Americas
New York
$1.35M -$85K -2,392 -6%
HCA
542
Harbor Capital Advisors
Illinois
$1.35M +$1.23M +34,554 New
DAS
543
Diversify Advisory Services
Utah
$1.34M +$1.23M +34,568 New
ACP
544
Aveo Capital Partners
Colorado
$1.32M -$13.1K -370 -1%
PS
545
Principal Securities
Iowa
$1.32M -$21.5K -606 -2%
NHC
546
Nicholas Hoffman & Company
Georgia
$1.31M -$13.6K -383 -1%
AAG
547
Accordant Advisory Group
Maryland
$1.31M +$1.19M +33,493 New
FDCDDQ
548
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.3M +$784K +22,061 +190%
FTDI
549
First Trust Direct Indexing
Massachusetts
$1.29M -$52.5K -1,478 -4%
HAG
550
HighPoint Advisor Group
Illinois
$1.29M -$84K -2,365 -7%

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.