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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
HNB
676
Huntington National Bank
Ohio
$822K +$148K +3,702 +24%
CCM
677
Coldstream Capital Management
Washington
$821K -$47.1K -1,174 -6%
DI
678
Diligent Investors
California
$820K +$4.21K +105 +0.5%
WWA
679
WCG Wealth Advisors
Nevada
$818K +$318K +7,917 +70%
AWM
680
Avior Wealth Management
Nebraska
$816K -$247K -6,169 -24%
SW
681
SteelPeak Wealth
California
$812K +$766K +19,100 New
SWP
682
Stratos Wealth Partners
Ohio
$811K +$92.1K +2,297 +14%
IP
683
Ignite Planners
California
$808K -$21.6K -539 -3%
FIM
684
Fernwood Investment Management
Massachusetts
$807K
RCM
685
RNC Capital Management
California
$804K +$122K +3,030 +19%
BWA
686
Beam Wealth Advisors
Louisiana
$802K +$757K +18,860 New
P
687
Pitcairn
Pennsylvania
$798K +$51K +1,271 +7%
WPC
688
Wedmont Private Capital
Pennsylvania
$794K +$38.3K +956 +5%
KeyBank National Association
689
KeyBank National Association
Ohio
$794K +$3.29K +82 +0.4%
BTC
690
Bank & Trust Company
Illinois
$794K +$749K +18,671 New
FDS
691
Freedom Day Solutions
Texas
$794K +$413K +10,300 +123%
DAS
692
Dynamic Advisor Solutions
Arizona
$792K -$67.8K -1,690 -8%
PI
693
PFG Investments
New York
$792K +$218K +5,443 +41%
FFA
694
Farther Finance Advisors
California
$790K +$38.7K +964 +5%
TFS
695
Thoroughbred Financial Services
Tennessee
$786K +$743K +18,512 New
BWM
696
BlackDiamond Wealth Management
New York
$785K +$62.9K +1,569 +10%
BBA
697
Baader Bank Aktiengesellschaft
Germany
$781K +$738K +18,388 New
AA
698
Axiom Advisory
California
$779K +$779K +19,409 New
BCV
699
Banque Cantonale Vaudoise
Switzerland
$777K +$105K +2,630 +17%
WPA
700
West Paces Advisors
Georgia
$776K +$28.3K +705 +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.