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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
EBA
1026
Eagle Bay Advisors
New York
$193K +$12.9K +364 +8%
AGWCA
1027
Annis Gardner Whiting Capital Advisors
Florida
$193K +$1.1K +31 +0.6%
AF
1028
Advisornet Financial
Minnesota
$187K +$52.5K +1,477 +44%
AIM
1029
Anchor Investment Management
South Carolina
$184K +$8.71K +245 +5%
LSA
1030
Leonteq Securities AG
Switzerland
$180K -$31.1K -876 -16%
MA
1031
MCF Advisors
Kentucky
$171K +$1.42K +40 +0.9%
PFBT
1032
Parkside Financial Bank & Trust
Missouri
$171K +$2.59K +73 +2%
GPI
1033
General Partner Inc
Pennsylvania
$166K +$152K +4,264 New
Jones Financial Companies
1034
Jones Financial Companies
Missouri
$166K +$95.9K +2,699 +173%
TWC
1035
TD Waterhouse Canada
Ontario, Canada
$158K -$170K -4,795 -56%
SWM
1036
Spire Wealth Management
Virginia
$155K -$99.8K -2,808 -41%
ADL
1037
Asset Dedication LLC
California
$153K -$391 -11 -0.3%
LS
1038
Livforsakringsbolaget Skandia
Sweden
$152K
KA
1039
Kozak & Associates
Colorado
$150K -$284 -8 -0.2%
BTI
1040
Blue Trust Inc
Georgia
$147K +$22.9K +645 +21%
AA
1041
Alta Advisers
United Kingdom
$144K
AFWM
1042
Abich Financial Wealth Management
Virginia
$134K +$44.1K +1,241 +56%
CT
1043
Colonial Trust
South Carolina
$132K +$29.9K +841 +33%
NFSG
1044
Newbridge Financial Services Group
Florida
$132K +$15.8K +445 +15%
IRC
1045
Investors Research Corp
Georgia
$131K
TCM
1046
TD Capital Management
Tennessee
$130K +$11.7K +329 +11%
OIA
1047
Optimum Investment Advisors
Illinois
$120K
RTC
1048
Riverview Trust Company
Washington
$117K +$106K +2,993 New
PP
1049
PrairieView Partners
Minnesota
$114K
VCM
1050
Versant Capital Management
Arizona
$111K +$675 +19 +0.7%

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.