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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
SWM
851
Stockman Wealth Management
Montana
$426K +$441 +11 +0.1%
SC
852
Sapient Capital
Indiana
$425K +$2.09K +52 +0.5%
CTA
853
Chesley Taft & Associates
Illinois
$425K
CB
854
Community Bank
New York
$425K
HA
855
Harbor Advisors
Florida
$425K
IAN
856
Integrated Advisors Network
Texas
$423K +$30.6K +764 +8%
HT
857
Heritage Trust
Oklahoma
$422K +$109K +2,722 +38%
CFP
858
Catalyst Financial Partners
Massachusetts
$421K +$16.3K +407 +4%
CFB
859
Cullen/Frost Bankers
Texas
$420K +$90.7K +2,262 +30%
GPW
860
Gentry Private Wealth
Kansas
$420K +$396K +9,872 New
ET
861
Equitable Trust
Tennessee
$417K -$12.3K -307 -3%
BFS
862
Bradley Foster & Sargent
Connecticut
$416K +$28.1K +700 +8%
MA
863
MJP Associates
Connecticut
$415K +$83.6K +2,085 +27%
SCM
864
Sage Capital Management
New Jersey
$411K +$4.33K +108 +1%
DCBT
865
Dakota Community Bank & Trust
North Dakota
$411K +$602 +15 +0.2%
WMWM
866
Whitaker-Myers Wealth Managers
Ohio
$409K +$4.17K +104 +1%
PRC
867
Pearl River Capital
Michigan
$406K +$383K +9,558 New
Qube Research & Technologies (QRT)
868
Qube Research & Technologies (QRT)
United Kingdom
$405K -$5.81M -144,726 -94%
WI
869
WrapManager Inc
California
$403K -$168K -4,200 -31%
SSA
870
Sierra Summit Advisors
Nevada
$403K
AAS
871
Ameritas Advisory Services
Nebraska
$401K +$26.6K +663 +8%
FWP
872
FAS Wealth Partners
Kansas
$399K +$3.69K +92 +1%
GAMC
873
Garner Asset Management Corp
Texas
$397K +$160K +4,000 +75%
TW
874
TritonPoint Wealth
Maryland
$397K -$5.94K -148 -2%
JWCA
875
J.W. Cole Advisors
Florida
$395K +$10.3K +257 +3%

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.