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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
VWM
626
Venturi Wealth Management
Texas
$988K -$53.8K -1,342 -5%
FCM
627
Fourpath Capital Management
Oklahoma
$985K -$228K -5,677 -20%
SC
628
Scotia Capital
Ontario, Canada
$976K -$94.7K -2,361 -9%
LNWWM
629
Laird Norton Wetherby Wealth Management
California
$974K -$6.86K -171 -0.7%
DBRC
630
D.B. Root & Company
Pennsylvania
$972K -$670K -16,706 -42%
MGP
631
M&G plc
United Kingdom
$969K -$162K -4,031 -15%
SC
632
Schulhoff & Co
Ohio
$962K
I
633
INVST
Indiana
$961K -$3.33K -83 -0.4%
CCA
634
Checchi Capital Advisers
California
$957K -$6.54K -163 -0.7%
WC
635
Waterloo Capital
Texas
$950K +$126K +3,152 +16%
QWP
636
Quotient Wealth Partners
Texas
$947K +$463K +11,546 +108%
BBHC
637
Brown Brothers Harriman & Co
New York
$946K +$603K +15,033 +208%
PM
638
Penbrook Management
New York
$945K -$4.01K -100 -0.4%
EA
639
Everpar Advisors
Oklahoma
$935K +$87.8K +2,190 +11%
GT
640
Greenleaf Trust
Michigan
$932K +$16.9K +421 +2%
EFS
641
Essex Financial Services
Connecticut
$932K +$100K +2,496 +13%
NG
642
Norden Group
Utah
$927K +$722 +18 +0.1%
PIM
643
Pullen Investment Management
Florida
$925K +$60.9K +1,518 +7%
IC
644
Inscription Capital
Texas
$918K -$86.6K -2,158 -9%
FWCM
645
Ferguson Wellman Capital Management
Oregon
$917K +$629K +15,681 +266%
CI
646
Conning Inc
Connecticut
$915K +$8.79K +219 +1%
IFG
647
Independent Financial Group
California
$914K -$13.3K -332 -2%
GWM
648
Geneos Wealth Management
Colorado
$913K +$10.5K +261 +1%
Focus Partners Wealth
649
Focus Partners Wealth
Massachusetts
$912K +$558K +13,917 +184%
AO
650
Advisor OS
Illinois
$903K -$33K -822 -4%

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.