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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
IFAM
576
Institutional & Family Asset Management
Colorado
$1.27M
CAM
577
Centre Asset Management
New York
$1.26M -$10.5M -260,686 -90%
BIM
578
Bridges Investment Management
Nebraska
$1.25M +$1.18M +29,353 New
PS
579
Principal Securities
Iowa
$1.24M -$181K -4,521 -13%
CIMLRA
580
CBRE Investment Management Listed Real Assets
Pennsylvania
$1.22M -$240K -5,995 -17%
PWG
581
Portside Wealth Group
Utah
$1.22M -$55.2K -1,375 -5%
SAG
582
SageView Advisory Group
California
$1.22M +$1.15M +28,614 New
KIA
583
KCM Investment Advisors
California
$1.21M +$31.9K +795 +3%
NAMA
584
Nikko Asset Management Americas
New York
$1.21M -$247K -6,165 -18%
CCIA
585
Campbell & Co Investment Adviser
Maryland
$1.21M -$566K -14,104 -33%
LFAS
586
Level Four Advisory Services
Texas
$1.2M +$623K +15,528 +121%
UCI
587
Uncommon Cents Investing
Wisconsin
$1.19M +$18.5K +460 +2%
SPC
588
Sigma Planning Corp
Michigan
$1.19M +$302K +7,535 +37%
BTWM
589
Baker Tilly Wealth Management
Wisconsin
$1.18M -$551K -13,729 -33%
NHC
590
Nicholas Hoffman & Company
Georgia
$1.17M -$241K -6,015 -18%
SWM
591
Segment Wealth Management
Texas
$1.17M +$7.82K +195 +0.7%
IMCOOI
592
Investment Management Corp of Ontario (IMCO)
Canada
$1.16M +$305K +7,600 +39%
PG
593
Patten Group
Tennessee
$1.15M +$68.4K +1,704 +7%
FCP
594
Fidelis Capital Partners
Florida
$1.13M +$25.4K +632 +2%
DWM
595
Dakota Wealth Management
Florida
$1.12M -$8.3K -207 -0.8%
MW
596
Marcum Wealth
Ohio
$1.11M +$11.7K +292 +1%
O
597
Ossiam
France
$1.1M +$261K +6,505 +33%
ECM
598
Evergreen Capital Management
Washington
$1.09M +$155K +3,876 +18%
CM
599
Castleark Management
Illinois
$1.09M
S
600
SignatureFD
Georgia
$1.08M +$13.4K +335 +1%

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.