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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
HNWAG
826
High Net Worth Advisory Group
Florida
$478K -$78.9K -1,967 -15%
MG
827
Mather Group
Illinois
$476K -$13.1K -326 -3%
ATPW
828
Ashton Thomas Private Wealth
Arizona
$476K +$321 +8 +0.1%
FCBT
829
First Citizens Bank & Trust
North Carolina
$475K +$85.3K +2,126 +23%
SCI
830
Stableford Capital II
Arizona
$471K
VT
831
Vise Technologies
New York
$471K +$77.3K +1,927 +21%
PCIA
832
Prime Capital Investment Advisors
Kansas
$470K -$3.97K -99 -0.9%
PFM
833
Phillips Financial Management
Indiana
$469K +$10.2K +255 +2%
AAM
834
Augustine Asset Management
Florida
$468K +$2.85K +71 +0.6%
ECG
835
Edge Capital Group
Georgia
$466K -$25.9K -646 -6%
SC
836
Syon Capital
California
$465K +$15.2K +380 +4%
ATC
837
Adirondack Trust Company
New York
$464K +$6.14K +153 +1%
MLL
838
Moody Lynn & Lieberson
Massachusetts
$463K
FFA
839
Founders Financial Alliance
North Carolina
$460K +$40 +1 +0%
PA
840
Parallel Advisors
California
$457K -$50.1K -1,249 -10%
WMA
841
Wealth Management Associates
New Jersey
$454K
FFA
842
First Foundation Advisors
California
$454K -$10.5K -261 -2%
SP
843
Symmetry Partners
Connecticut
$445K -$93.2K -2,324 -18%
BC
844
Bridgefront Capital
Texas
$444K +$419K +10,444 New
KP
845
Keel Point
Alabama
$442K +$411K +10,248 New
RVPG
846
Relative Value Partners Group
$441K -$677K -16,875 -62%
LSPW
847
Lake Street Private Wealth
Illinois
$441K +$13.6K +340 +3%
WCA
848
Westover Capital Advisors
Delaware
$434K
BJL
849
Brighton Jones LLC
Washington
$433K +$7.3K +182 +2%
APP
850
Avantax Planning Partners
Iowa
$428K -$31.3K -780 -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.