We are live on ! Find out more
WMB icon

Williams Companies

1,307 hedge funds and large institutions have $45.2B invested in Williams Companies in 2024 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 468 increasing their positions, 508 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 68

51% more call options, than puts

Call options by funds: $463M | Put options by funds: $307M

21% more funds holding in top 10

Funds holding in top 10: 2935 (+6)

9% more capital invested

Capital invested by funds: $41.4B → $45.2B (+$3.8B)

5% more funds holding

Funds holding: 1,2461,307 (+61)

0.14% less ownership

Funds ownership: 87.35%87.21% (-0.14%)

8% less repeat investments, than reductions

Existing positions increased: 468 | Existing positions reduced: 508

Holders
1,307
Holders Change
+61
Holders Change %
+4.9%
% of All Funds
18.88%
Holding in Top 10
35
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20.69%
% of All Funds
0.51%
New
144
Increased
468
Reduced
508
Closed
68
Calls
$463M
Puts
$307M
Net Calls
+$156M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
526
Mount Yale Investment Advisors
Colorado
$1.6M -$173K -4,316 -10%
Lido Advisors
527
Lido Advisors
California
$1.59M +$208K +5,186 +16%
USAA
528
United Services Automobile Association
Texas
$1.59M -$111K -2,762 -7%
AA
529
Argent Advisors
Louisiana
$1.58M -$46.7K -1,165 -3%
WA
530
Waverly Advisors
Alabama
$1.58M +$234K +5,843 +19%
VCA
531
Verdence Capital Advisors
Maryland
$1.58M -$278K -6,935 -16%
BHA
532
Beech Hill Advisors
New York
$1.57M -$4.41K -110 -0.3%
AWM
533
Axxcess Wealth Management
California
$1.57M -$1.39M -34,702 -48%
AT
534
Arden Trust
Delaware
$1.56M -$5.54K -138 -0.4%
VIP
535
Vista Investment Partners
Oklahoma
$1.56M +$1.12K +28 +0.1%
PWP
536
Phillips Wealth Planners
Mississippi
$1.56M +$32.1K +800 +2%
Northwestern Mutual Wealth Management
537
Northwestern Mutual Wealth Management
Wisconsin
$1.55M +$14.2K +353 +1%
IIM
538
INTECH Investment Management
Florida
$1.53M +$466K +11,627 +48%
AAA
539
Adams Asset Advisors
Texas
$1.52M -$107K -2,671 -7%
PR
540
Payden & Rygel
California
$1.52M -$758K -18,900 -35%
PRIG
541
Payden & Rygel Investment Group
California
$1.52M -$758K -18,900 -35%
ICA
542
Infrastructure Capital Advisors
New York
$1.51M +$992K +24,738 +227%
FWIA
543
Fort Washington Investment Advisors
Ohio
$1.51M -$1.28M -31,861 -47%
BCM
544
Basso Capital Management
Connecticut
$1.51M
WANY
545
Wealthspire Advisors (New York)
New York
$1.51M -$119K -2,975 -8%
HAG
546
HighPoint Advisor Group
Illinois
$1.5M +$96.1K +2,395 +7%
BG
547
Bollard Group
Massachusetts
$1.5M +$223K +5,559 +19%
NSEDCP
548
NJ State Employees Deferred Compensation Plan
New Jersey
$1.49M
DCM
549
Dudley Capital Management
Virginia
$1.48M +$1.44K +36 +0.1%
HWM
550
HB Wealth Management
Georgia
$1.48M +$159K +3,970 +13%

WMB Hedge Fund Activity: Q2 2024 in Review

1,307 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q2 2024, worth a combined $45.2B — up 9.2% from $41.4B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new WMB positions and 68 closed out — a net gain of 76 holders — while 468 added to existing stakes and 508 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $325M. The largest seller was Franklin Resources, cutting an estimated $170M.

  • 1,307 institutional investors held Williams Companies (WMB) as of Q2 2024, up from 1,246 in Q1 2024.
  • Funds reported $45.2B of Williams Companies stock for Q2 2024, up 9.2% quarter-over-quarter.
  • 144 funds opened new Williams Companies positions in Q2 2024 and 68 closed out, a net change of +76 holders.
  • The largest Williams Companies buyer in Q2 2024 was Wellington Management Group, an estimated $325M added.
  • The largest Williams Companies seller in Q2 2024 was Franklin Resources, an estimated $170M sold.

Based on aggregated 13F filings for Q2 2024.