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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
MCP
726
Mirador Capital Partners
California
$696K +$2.45K +61 +0.4%
VFA
727
Voya Financial Advisors
Connecticut
$692K -$14.7K -367 -2%
EH
728
Equitable Holdings
New York
$688K -$41.2K -1,027 -6%
Fayez Sarofim & Co
729
Fayez Sarofim & Co
Texas
$684K
SWA
730
SFMG Wealth Advisors
Texas
$682K -$24.5K -610 -4%
SBIA
731
Sheaff Brock Investment Advisors
Indiana
$679K -$13.5K -336 -2%
PPC
732
Park Place Capital
Alabama
$677K -$205K -5,101 -24%
CCB
733
Country Club Bank
Missouri
$665K
IMC Chicago
734
IMC Chicago
Illinois
$661K +$624K +15,564 New
SC
735
Savant Capital
Illinois
$660K +$102K +2,548 +20%
PFGIA
736
Patriot Financial Group Insurance Agency
Massachusetts
$658K +$2.37K +59 +0.4%
GWM
737
Gibbs Wealth Management
Georgia
$655K +$111K +2,762 +22%
SWM
738
Scissortail Wealth Management
Oklahoma
$650K
GAG
739
GM Advisory Group
New York
$649K -$241 -6 -0%
EHC
740
Everett Harris & Co
California
$645K
GBT
741
Grove Bank & Trust
Florida
$642K -$25.7K -641 -4%
1IA
742
1620 Investment Advisors
Massachusetts
$642K +$606K +15,105 New
SAM
743
Sompo Asset Management
Japan
$642K -$49.3K -1,230 -8%
AIM
744
Aquila Investment Management
New York
$638K +$602K +15,000 New
NFG
745
Nations Financial Group
Iowa
$634K +$16K +399 +3%
OAM
746
Ostrum Asset Management
France
$634K -$46.5K -1,160 -7%
SAM
747
Smartleaf Asset Management
Massachusetts
$629K +$210K +5,231 +54%
RIA
748
Realta Investment Advisors
Delaware
$625K -$23.3K -580 -4%
First Manhattan
749
First Manhattan
New York
$609K -$7.22K -180 -1%
LOAMS
750
Lombard Odier Asset Management (Switzerland)
Switzerland
$609K -$216K -5,381 -27%

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.