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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
Barclays
51
Barclays
United Kingdom
$134M -$40M -996,942 -24%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$129M -$6.87M -171,202 -5%
EWM
53
Evercore Wealth Management
New York
$121M -$727K -18,134 -0.6%
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$120M -$9.13M -227,624 -7%
SAM
55
Silvercrest Asset Management
New York
$119M -$3.52M -87,701 -3%
LPL Financial
56
LPL Financial
California
$119M -$9.66M -240,892 -8%
HSBC Holdings
57
HSBC Holdings
United Kingdom
$116M -$42M -1,045,874 -28%
Mariner
58
Mariner
Kansas
$108M +$75.9M +1,891,955 +287%
EIC
59
Equity Investment Corp
Georgia
$107M -$27.7M -689,534 -22%
Citadel Advisors
60
Citadel Advisors
Florida
$107M -$57.1M -1,423,477 -36%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$107M -$496K -12,358 -0.5%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$106M +$10.8M +268,564 +12%
Fidelity Investments
63
Fidelity Investments
Massachusetts
$102M +$9.47M +236,041 +11%
CAI
64
Capital Advisors Inc
Oklahoma
$102M +$216K +5,391 +0.2%
Bank of Nova Scotia
65
Bank of Nova Scotia
Ontario, Canada
$99.8M +$7.48M +186,477 +9%
EIP
66
Energy Income Partners
Connecticut
$99M -$39.9M -994,915 -30%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$98.7M +$881K +21,968 +1%
CB
68
Cooke & Bieler
Pennsylvania
$96.6M -$39.2M -977,432 -30%
CHP
69
Castle Hook Partners
New York
$96.5M +$32.2M +802,055 +55%
DPIM
70
Duff & Phelps Investment Management
Illinois
$90.4M -$8.75M -218,053 -9%
TSW
71
Thompson Siegel & Walmsley
Virginia
$87.5M -$8.52M -212,497 -9%
COPPSERS
72
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$87.2M -$3.53K -88 -0%
National Pension Service
73
National Pension Service
South Korea
$86.3M -$1.3M -32,398 -2%
HighTower Advisors
74
HighTower Advisors
Illinois
$82.8M -$638K -15,905 -0.8%
Mitsubishi UFJ Asset Management
75
Mitsubishi UFJ Asset Management
Japan
$75.1M +$8.09M +201,674 +13%

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.