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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
EF
601
Empirical Finance
Pennsylvania
$1.08M -$86K -2,144 -8%
FFM
602
Forum Financial Management
Illinois
$1.08M -$22.2K -554 -2%
HTIM
603
Harbour Trust & Investment Management
Indiana
$1.07M +$8.87K +221 +0.9%
EDRIA
604
Edmonds Duncan Registered Investment Advisors
Kansas
$1.07M
LCWP
605
Legacy Capital Wealth Partners
Arkansas
$1.07M +$1.01M +25,128 New
MYLI
606
Meiji Yasuda Life Insurance
Japan
$1.07M +$77K +1,920 +8%
RC
607
RBF Capital
California
$1.06M
MIM
608
MTM Investment Management
South Carolina
$1.06M -$6.02K -150 -0.6%
BP
609
Ballentine Partners
Massachusetts
$1.06M -$10.3K -258 -1%
NIM
610
Northeast Investment Management
Massachusetts
$1.04M
P
611
&Partners
Tennessee
$1.04M +$983K +24,503 New
HAM
612
Hedges Asset Management
Nevada
$1.04M
SW
613
SVB Wealth
Massachusetts
$1.04M -$162K -4,046 -14%
SFA
614
Sequoia Financial Advisors
Ohio
$1.03M +$87.4K +2,179 +10%
AFP
615
Ausdal Financial Partners
Iowa
$1.03M +$196K +4,887 +25%
TA
616
TrueWealth Advisors
Alabama
$1.03M
CS
617
Cannell & Spears
New York
$1.02M
V
618
ViaWealth
Kansas
$1.02M -$71.1K -1,773 -7%
GI
619
GAMMA Investing
California
$1.02M +$440K +10,976 +85%
NHT
620
New Hampshire Trust
New Hampshire
$1.01M -$9.95K -248 -1%
PIA
621
Pinion Investment Advisors
Kansas
$1.01M -$98.5K -2,455 -9%
ACM
622
Aquatic Capital Management
Illinois
$1.01M +$951K +23,700 New
NSIM
623
North Star Investment Management
Illinois
$998K +$7.3K +182 +0.8%
PA
624
Prossimo Advisors
California
$997K +$941K +23,470 New
DAS
625
Diversify Advisory Services
Utah
$991K -$448K -11,178 -32%

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.