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Williams Companies

1,246 hedge funds and large institutions have $41.4B invested in Williams Companies in 2024 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 493 increasing their positions, 448 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more call options, than puts

Call options by funds: $444M | Put options by funds: $277M

31% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 94

11% more capital invested

Capital invested by funds: $37.3B → $41.4B (+$4.07B)

10% more repeat investments, than reductions

Existing positions increased: 493 | Existing positions reduced: 448

1% more funds holding

Funds holding: 1,2331,246 (+13)

0.65% less ownership

Funds ownership: 88.01%87.35% (-0.65%)

3% less funds holding in top 10

Funds holding in top 10: 3029 (-1)

Holders
1,246
Holders Change
+13
Holders Change %
+1.05%
% of All Funds
17.95%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.42%
New
123
Increased
493
Reduced
448
Closed
94
Calls
$444M
Puts
$277M
Net Calls
+$167M
Net Calls Change
+$76.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
76
Truist Financial
North Carolina
$67.3M +$309K +8,699 +0.5%
CCM
77
Chickasaw Capital Management
Tennessee
$64.1M +$1.99M +56,013 +4%
EIP
78
Epoch Investment Partners
New York
$63.7M +$260K +7,314 +0.4%
FFB
79
First Financial Bankshares
Texas
$62.9M -$50.3K -1,417 -0.1%
Citigroup
80
Citigroup
New York
$62.3M -$19.8M -557,442 -26%
ISL
81
Ingalls & Snyder LLC
New York
$62.1M -$5.04M -141,902 -8%
Principal Financial Group
82
Principal Financial Group
Iowa
$61.2M +$492K +13,834 +0.9%
Mitsubishi UFJ Asset Management
83
Mitsubishi UFJ Asset Management
Japan
$61M +$7.66M +215,700 +16%
Canada Life
84
Canada Life
Manitoba, Canada
$59.3M +$2.54M +71,359 +5%
AllianceBernstein
85
AllianceBernstein
Tennessee
$58.3M -$2.55M -71,876 -5%
CHP
86
Castle Hook Partners
New York
$57.2M +$52.2M +1,468,308 New
Aberdeen Group
87
Aberdeen Group
United Kingdom
$55.6M -$1.41M -39,735 -3%
Russell Investments Group
88
Russell Investments Group
United Kingdom
$54.7M +$18.3M +515,823 +58%
Victory Capital Management
89
Victory Capital Management
Texas
$52.9M +$8.88M +249,986 +23%
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$52.5M +$7.45M +209,603 +18%
WHRC
91
W.H. Reaves & Co
New Jersey
$52.1M -$7.88M -221,725 -14%
NIM
92
NXG Investment Management
Texas
$51.6M -$3.89M -109,600 -8%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$51.5M -$1.59M -44,681 -3%
Marshall Wace
94
Marshall Wace
United Kingdom
$49.2M +$43.7M +1,228,781 +3,648%
FCI
95
Financial Counselors Inc
Kansas
$47.8M -$905K -25,483 -2%
Aviva
96
Aviva
United Kingdom
$47M +$2.87M +80,761 +7%
DZ Bank
97
DZ Bank
Germany
$46.3M +$3.61M +101,472 +9%
Allianz Asset Management
98
Allianz Asset Management
Germany
$44.7M -$11.6M -327,455 -22%
RRAM
99
River Road Asset Management
Kentucky
$44.3M -$6.14M -172,864 -13%
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$43.1M +$3.34M +94,095 +7%

WMB Hedge Fund Activity: Q1 2024 in Review

1,246 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q1 2024, worth a combined $41.4B — up 11% from $37.3B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new WMB positions and 94 closed out — a net gain of 29 holders — while 493 added to existing stakes and 448 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $367M. The largest seller was Morgan Stanley, cutting an estimated $629M.

  • 1,246 institutional investors held Williams Companies (WMB) as of Q1 2024, up from 1,233 in Q4 2023.
  • Funds reported $41.4B of Williams Companies stock for Q1 2024, up 11% quarter-over-quarter.
  • 123 funds opened new Williams Companies positions in Q1 2024 and 94 closed out, a net change of +29 holders.
  • The largest Williams Companies buyer in Q1 2024 was Wellington Management Group, an estimated $367M added.
  • The largest Williams Companies seller in Q1 2024 was Morgan Stanley, an estimated $629M sold.

Based on aggregated 13F filings for Q1 2024.