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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
Assenagon Asset Management
551
Assenagon Asset Management
Luxembourg
$1.29M -$5.02M -141,377 -81%
Squarepoint
552
Squarepoint
New York
$1.29M +$959 +27 +0.1%
AWM
553
Apollon Wealth Management
South Carolina
$1.28M +$292K +8,215 +33%
TPW
554
Transatlantique Private Wealth
New York
$1.27M -$38.6K -1,085 -3%
PL
555
Parkwood LLC
Ohio
$1.26M +$33.7K +949 +3%
SCTC
556
Sanibel Captiva Trust Company
Florida
$1.26M +$58.5K +1,646 +5%
Lido Advisors
557
Lido Advisors
California
$1.26M +$147K +4,146 +15%
SPA
558
Sherbrooke Park Advisers
New York
$1.24M +$1.13M +31,729 New
TMAM
559
Tokio Marine Asset Management
Japan
$1.24M +$80.9K +2,277 +8%
AAS
560
Avantax Advisory Services
Texas
$1.23M +$94.7K +2,666 +9%
TRCT
561
Tower Research Capital (TRC)
New York
$1.23M -$5.34M -150,238 -83%
ERIC
562
Eagle Rock Investment Company
Georgia
$1.23M +$93.8K +2,639 +9%
TCOO
563
Trust Company of Oklahoma
Oklahoma
$1.23M -$20K -563 -2%
WA
564
Waverly Advisors
Alabama
$1.22M -$7.92K -223 -0.7%
MYAM
565
Meiji Yasuda Asset Management
Japan
$1.21M -$343K -9,653 -24%
HWM
566
HB Wealth Management
Georgia
$1.2M -$38.7K -1,089 -3%
ES
567
ETF Store
Kansas
$1.18M +$67.3K +1,894 +7%
PWG
568
Portside Wealth Group
Utah
$1.18M +$49.5K +1,394 +5%
NIM
569
NEOS Investment Management
Connecticut
$1.18M +$457K +12,867 +74%
JFG
570
Jefferies Financial Group
New York
$1.17M -$924K -26,000 -46%
BWM
571
Buckley Wealth Management
Nevada
$1.17M -$11K -310 -1%
IFAM
572
Institutional & Family Asset Management
Colorado
$1.16M
BG
573
Bollard Group
Massachusetts
$1.16M +$12.9K +362 +1%
MLA
574
My Legacy Advisors
Oregon
$1.15M -$27.4K -771 -3%
QCM
575
QRG Capital Management
Illinois
$1.15M +$86.8K +2,442 +9%

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.