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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
C
876
CEDRUS
Colorado
$393K -$24.8K -618 -6%
SIMG
877
Sonora Investment Management Group
Arizona
$392K
CGL
878
Clarius Group LLC
Washington
$391K -$13.5K -336 -4%
ASG
879
Ariston Services Group
California
$390K -$602 -15 -0.2%
AFG
880
Atomi Financial Group
New York
$390K +$119K +2,971 +48%
AWA
881
Arete Wealth Advisors
Illinois
$390K -$169K -4,201 -31%
TFA
882
Teamwork Financial Advisors
Texas
$388K +$9.67K +241 +3%
CWS
883
Cypress Wealth Services
California
$386K +$20.5K +512 +6%
QI
884
Qtron Investments
Massachusetts
$386K
ECP
885
Epacria Capital Partners
Colorado
$383K
IAMOG
886
Investors Asset Management of Georgia
Georgia
$382K +$481 +12 +0.1%
AC
887
Abbrea Capital
California
$381K -$80.4K -2,005 -18%
SMA
888
Sage Mountain Advisors
Georgia
$381K +$104K +2,597 +41%
PVI
889
Pine Valley Investments
New Jersey
$376K +$1.04K +26 +0.3%
NFSG
890
Newbridge Financial Services Group
Florida
$376K +$219K +5,468 +162%
1WA
891
180 Wealth Advisors
Washington
$376K +$21.4K +533 +6%
GGA
892
Granite Group Advisors
Connecticut
$374K
HFP
893
Holistic Financial Partners
Indiana
$374K +$4.97K +124 +1%
VFA
894
Values First Advisors
Tennessee
$374K -$10.6K -263 -3%
BCM
895
Brookstone Capital Management
Illinois
$373K -$37.8K -943 -10%
IA
896
IFG Advisory
Georgia
$373K +$352K +8,782 New
NP
897
NorthRock Partners
Minnesota
$373K +$23.7K +592 +7%
EWA
898
EverSource Wealth Advisors
Alabama
$370K +$6.66K +166 +2%
RWM
899
Ritholtz Wealth Management
New York
$370K +$3.01K +75 +0.9%
DWM
900
Defined Wealth Management
Oregon
$369K +$2.01K +50 +0.6%

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.