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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
FCA
976
FinTrust Capital Advisors
South Carolina
$275K -$31.3K -781 -11%
FA
977
FDx Advisors
Illinois
$275K -$2.46M -61,223 -90%
JEST
978
JTC Employer Solutions Trustee
Jersey
$275K
BEI
979
Benjamin Edwards Inc
Missouri
$274K -$8.02K -200 -3%
CWM
980
CarsonAllaria Wealth Management
Illinois
$274K -$48.2K -1,202 -16%
OR
981
Olympiad Research
Connecticut
$272K +$256K +6,389 New
AWAP
982
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$271K -$2.21K -55 -0.9%
MCCA
983
Mill Creek Capital Advisors
Pennsylvania
$270K +$16.1K +402 +7%
GAM
984
Gotham Asset Management
New York
$269K +$2.45K +61 +1%
SQA
985
Simon Quick Advisors
New Jersey
$269K -$270K -6,735 -52%
PFA
986
Pinnacle Family Advisors
Missouri
$268K -$1.4K -35 -0.6%
AC
987
AlphaCore Capital
California
$267K +$3.53K +88 +1%
CCG
988
Cypress Capital Group
Florida
$266K
CCAL
989
City Center Advisors LLC
Michigan
$265K
HR
990
Hardy Reed
Mississippi
$264K +$250K +6,220 New
PIA
991
Powell Investment Advisors
Florida
$264K
TAM
992
Tocqueville Asset Management
New York
$264K -$241 -6 -0.1%
JSW
993
Journey Strategic Wealth
New Jersey
$263K +$249K +6,197 New
HBW
994
Hazlett, Burt & Watson
West Virginia
$263K
ACM
995
AlphaStar Capital Management
North Carolina
$262K +$248K +6,173 New
VA
996
Valmark Advisers
Ohio
$262K +$6.86K +171 +3%
HCM
997
Hilton Capital Management
New York
$261K
HFM
998
Harvest Fund Management
China
$261K +$246K +6,140 New
PCM
999
Prelude Capital Management
New York
$261K +$246K +6,133 New
CLOS
1000
Compagnie Lombard Odier SCmA
Switzerland
$260K

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.