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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
IWM
751
IHT Wealth Management
Illinois
$605K +$42.4K +1,057 +8%
RWP
752
RWA Wealth Partners
Massachusetts
$603K +$642 +16 +0.1%
CRC
753
Curi RMB Capital
Illinois
$603K -$236K -5,882 -29%
LAM
754
Lummis Asset Management
Texas
$601K
SAM
755
Seelaus Asset Management
New Jersey
$600K
VWA
756
Visionary Wealth Advisors
Illinois
$599K -$13.1K -326 -2%
OCM
757
One Capital Management
California
$596K +$563K +14,030 New
CSC
758
Caldwell Sutter Capital
California
$596K -$8.5K -212 -1%
TW
759
Trajan Wealth
Arizona
$595K -$40.2K -1,001 -7%
HNB
760
Hilltop National Bank
Wyoming
$594K
UB
761
UMB Bank
Missouri
$587K +$20.2K +504 +4%
PS
762
Presima Securities
Quebec, Canada
$587K
LFGO
763
Legacy Financial Group (Oklahoma)
Oklahoma
$585K -$9.55K -238 -2%
SF
764
Symphony Financial
Texas
$583K +$321K +8,002 +139%
JF
765
Jump Financial
Illinois
$580K -$92.3K -2,300 -14%
PTC
766
Private Trust Company
Ohio
$579K +$14.8K +368 +3%
FAIM
767
Financial Advocates Investment Management
Washington
$578K -$94.1K -2,346 -15%
FSC
768
Full Sail Capital
Oklahoma
$577K +$3.09K +77 +0.6%
SFI
769
Siemens Fonds Invest
Germany
$577K +$34.2K +853 +7%
GL
770
Graypoint LLC
New York
$577K +$70.4K +1,756 +15%
CD
771
Chapin Davis
Maryland
$574K
AH
772
Addis & Hill
Pennsylvania
$573K
STA
773
Summit Trail Advisors
New York
$566K +$148K +3,678 +38%
CF
774
Centaurus Financial
California
$565K +$1.69K +42 +0.3%
TCA
775
Transcend Capital Advisors
New Jersey
$559K -$26.1K -650 -5%

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.