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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
IAA
801
Independent Advisor Alliance
North Carolina
$509K -$281 -7 -0.1%
BCM
802
Birch Capital Management
Texas
$507K +$478K +11,926 New
KMWM
803
Keudell/Morrison Wealth Management
Oregon
$507K -$67.2K -1,675 -12%
RCAG
804
Rehmann Capital Advisory Group
Michigan
$505K +$6.02K +150 +1%
ACA
805
Aptus Capital Advisors
Alabama
$504K +$45.6K +1,137 +11%
CA
806
Clearstead Advisors
Ohio
$504K +$378K +9,433 +388%
IAS
807
Insigneo Advisory Services
Florida
$502K +$8.62K +215 +2%
QIM
808
Quantitative Investment Management
Virginia
$500K -$8.27M -206,191 -95%
FCH
809
Freestone Capital Holdings
Washington
$499K +$30.7K +765 +7%
SFS
810
Sowell Financial Services
Arkansas
$497K +$722 +18 +0.2%
EFG
811
Everhart Financial Group
Ohio
$496K +$132K +3,300 +39%
HCP
812
Hexagon Capital Partners
Arkansas
$496K +$50.5K +1,260 +12%
Verition Fund Management
813
Verition Fund Management
Connecticut
$495K +$203K +5,063 +77%
FNT
814
First National Trust
Pennsylvania
$494K +$44.1K +1,099 +10%
EWA
815
EP Wealth Advisors
California
$493K +$50.8K +1,267 +12%
MMPW
816
Mitchell McLeod Pugh & Williams
Alabama
$491K -$17.9K -445 -4%
Los Angeles Capital Management
817
Los Angeles Capital Management
California
$490K -$6.5K -162 -1%
WAG
818
Wallace Advisory Group
California
$489K -$14.2K -355 -3%
GI
819
Gradient Investments
Minnesota
$488K +$6.7K +167 +1%
CCMG
820
Clark Capital Management Group
Pennsylvania
$487K -$26M -648,301 -98%
MFIM
821
Mesirow Financial Investment Management
Illinois
$481K +$1.04K +26 +0.2%
BTI
822
Blue Trust Inc
Georgia
$480K +$343K +8,551 +226%
WSC
823
Wellington Shields & Co
New York
$479K
OCG
824
Opus Capital Group
Ohio
$479K +$68.4K +1,706 +18%
SWS
825
SYSTM Wealth Solutions
Illinois
$478K -$2.21M -55,054 -83%

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.