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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
CB
926
Cadence Bank
Mississippi
$332K -$441 -11 -0.1%
GM
927
GeoWealth Management
Illinois
$332K +$56K +1,395 +22%
TPI
928
Trust Point Inc
Wisconsin
$331K -$37.3K -929 -11%
FWTB
929
First Western Trust Bank
Colorado
$331K +$80 +2 +0%
WT
930
Whittier Trust
California
$331K
HPC
931
HM Payson & Co
Maine
$330K +$46K +1,146 +17%
CIS
932
Custom Index Systems
New York
$330K +$311K +7,762 New
LF
933
Lee Financial
Texas
$329K +$8.58K +214 +3%
SWM
934
SeaCrest Wealth Management
New York
$329K -$83.8K -2,089 -21%
NWWA
935
New Wave Wealth Advisors
Arkansas
$325K +$307K +7,650 New
CCG
936
Catalina Capital Group
California
$320K +$22.9K +572 +8%
IPAM
937
Investment Partners Asset Management
New Jersey
$320K -$3.01K -75 -1%
JCM
938
Jag Capital Management
Missouri
$319K -$72.2K -1,800 -19%
CCC
939
Chelsea Counsel Company
California
$319K
CCA
940
Cottonwood Capital Advisors
Utah
$316K -$3.09K -77 -1%
OKSA
941
O'Keefe Stevens Advisory
New York
$314K +$47.2K +1,177 +19%
Jones Financial Companies
942
Jones Financial Companies
Missouri
$314K +$125K +3,123 +73%
SF
943
Summit Financial
New Jersey
$314K +$296K +7,380 New
FT
944
Fiduciary Trust
Massachusetts
$314K -$1.2K -30 -0.4%
WPW
945
Waldron Private Wealth
Pennsylvania
$313K +$923 +23 +0.3%
LF
946
Lantz Financial
Illinois
$312K -$70.2K -1,749 -19%
SIC
947
Sterling Investment Counsel
New York
$310K -$51K -1,272 -15%
PWP
948
Principle Wealth Partners
Connecticut
$309K +$40 +1 +0%
FHA
949
First Horizon Advisors
Tennessee
$308K -$29.1K -726 -9%
HW
950
Hancock Whitney
Mississippi
$308K -$2.81K -70 -1%

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.