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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
TL
1026
Tradewinds LLC
North Carolina
$235K +$222K +5,536 New
C
1027
Certuity
Florida
$235K +$6.26K +156 +3%
WAP
1028
Wealthcare Advisory Partners
Pennsylvania
$235K +$222K +5,530 New
CM
1029
Capital Management
Virginia
$234K
JBA
1030
Johnson Bixby & Associates
Washington
$234K
EIP
1031
Ellis Investment Partners
Pennsylvania
$233K +$2.45K +61 +1%
AIM
1032
Anchor Investment Management
South Carolina
$233K +$30.1K +750 +16%
SOW
1033
State of Wyoming
Wyoming
$231K -$37.8K -942 -15%
WQ
1034
Wealth Quarterback
New Jersey
$231K -$7.14K -178 -3%
AWM
1035
Accel Wealth Management
Iowa
$230K +$218K +5,423 New
AC
1036
Annandale Capital
Texas
$230K -$60.2K -1,500 -22%
BW
1037
Bison Wealth
Georgia
$229K
DIP
1038
Davis Investment Partners
North Carolina
$228K
IF
1039
IRON Financial
Illinois
$228K +$215K +5,358 New
FHA
1040
Flagship Harbor Advisors
Massachusetts
$226K
KA
1041
Kooman & Associates
Pennsylvania
$226K -$34.8K -867 -14%
DSC
1042
Duncker Streett & Co
Missouri
$225K
HIGP
1043
Hill Investment Group Partners
Missouri
$225K +$205K +5,105 New
SIM
1044
Sentry Investment Management
Wisconsin
$225K -$43.4K -1,083 -17%
BAM
1045
Belpointe Asset Management
Nevada
$224K +$212K +5,278 New
WAM
1046
Walker Asset Management
Missouri
$223K +$2.33K +58 +1%
APW
1047
Aurora Private Wealth
New Jersey
$222K -$5.7K -142 -3%
ZIC
1048
ZWJ Investment Counsel
Georgia
$222K +$210K +5,223 New
Nomura Holdings
1049
Nomura Holdings
Japan
$222K -$2.03M -50,731 -91%
NCM
1050
Next Capital Management
New York
$221K +$209K +5,198 New

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.