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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
Vontobel Holding
651
Vontobel Holding
Switzerland
$903K -$115K -2,864 -12%
FMII
652
Farmers & Merchants Investments Inc
Nebraska
$898K
MSA
653
Marino Stram & Associates
Massachusetts
$898K +$5.94K +148 +0.7%
VSQM
654
V-Square Quantitative Management
Illinois
$897K -$27.5K -686 -3%
DWM
655
Diversify Wealth Management
Utah
$896K +$871K +21,721 New
DIA
656
Dana Investment Advisors
Wisconsin
$888K -$60.2K -1,500 -7%
MAM
657
Meeder Asset Management
Ohio
$887K -$108K -2,704 -11%
IBOK
658
Independence Bank of Kentucky
Kentucky
$884K +$134K +3,345 +19%
CTC
659
Central Trust Company
Missouri
$873K -$189K -4,721 -19%
LGF
660
LGT Group Foundation
Liechtenstein
$871K
UCFA
661
United Capital Financial Advisors
Texas
$866K -$1.96M -48,867 -71%
NC
662
Nicholas Company
Wisconsin
$861K
PCM
663
Pointe Capital Management
Michigan
$859K -$7.54K -188 -0.9%
KWA
664
Kingswood Wealth Advisors
California
$857K +$78.1K +1,946 +11%
MPPW
665
Mitchell & Pahl Private Wealth
Oklahoma
$856K -$762 -19 -0.1%
PMA
666
Prudent Man Advisors
Illinois
$856K +$33.5K +835 +4%
SCM
667
Sterneck Capital Management
Missouri
$851K -$81K -2,020 -9%
OF
668
Outfitter Financial
Maine
$850K
AIM
669
Aspen Investment Management
Michigan
$847K +$20.8K +518 +3%
LCM
670
Landscape Capital Management
New Jersey
$842K +$795K +19,822 New
TSMHT
671
Thurston Springer Miller Herd & Titak
Indiana
$839K +$792K +19,748 New
CA
672
Cornerstone Advisors
North Carolina
$837K -$124K -3,100 -14%
QCG
673
Quadrant Capital Group
Ohio
$835K +$143K +3,569 +22%
SGCA
674
Steel Grove Capital Advisors
Tennessee
$828K -$255K -6,352 -25%
FCFC
675
First Commonwealth Financial Corp
Pennsylvania
$825K -$63.5K -1,582 -8%

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.