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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
CIA
701
Concurrent Investment Advisors
Florida
$772K +$219K +5,448 +43%
FTIS
702
First Trust Investment Solutions
Florida
$772K -$36.5K -911 -5%
HH
703
Hilltop Holdings
Texas
$764K +$15.6K +388 +2%
DP
704
Dearborn Partners
Illinois
$761K -$49.1K -1,225 -6%
HCM
705
Hollencrest Capital Management
California
$749K -$59.7K -1,488 -8%
NS
706
NBC Securities
Alabama
$745K -$133K -3,319 -16%
RFA
707
Register Financial Advisors
Georgia
$744K -$7.26K -181 -1%
IAIM
708
International Assets Investment Management
Florida
$742K +$1.93M +48,229 +267%
TNA
709
True North Advisors
Texas
$739K -$241K -6,000 -26%
PPWP
710
Premier Path Wealth Partners
New Jersey
$737K +$80 +2 +0%
HAG
711
HF Advisory Group
Maryland
$733K -$12.4K -309 -2%
GSEP
712
Golden State Equity Partners
California
$725K +$685K +17,065 New
BSW
713
Buckingham Strategic Wealth
Missouri
$724K +$135K +3,377 +25%
FAM
714
Formidable Asset Management
Ohio
$723K -$81.1K -2,021 -11%
TG
715
TCW Group
California
$723K +$25.9K +646 +4%
FRA
716
Frank Rimerman Advisors
California
$719K +$675K +16,827 +17,528%
AWE
717
Avidian Wealth Enterprises
Texas
$717K -$11.1K -276 -2%
CA
718
Carson Advisory
Georgia
$717K +$4.41K +110 +0.7%
MFG
719
Magnus Financial Group
New York
$716K -$42.3K -1,055 -6%
MWM
720
Mosley Wealth Management
California
$713K +$193K +4,815 +40%
HCP
721
Holt Capital Partners
Texas
$708K -$423K -10,545 -39%
IGAM
722
iA Global Asset Management
Quebec, Canada
$707K -$1.81M -45,086 -73%
EIP
723
Easterly Investment Partners
Massachusetts
$704K +$160 +4 +0%
FTWA
724
Fifth Third Wealth Advisors
Ohio
$703K +$415K +10,344 +167%
VC
725
Veracity Capital
Georgia
$697K -$52.3K -1,304 -7%

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.