We are live on ! Find out more
WMB icon

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
RFG
1051
RFP Financial Group
Georgia
$110K
CB
1052
Centennial Bank
Arkansas
$109K -$23.2K -654 -19%
SIS
1053
Sound Income Strategies
Florida
$109K +$142 +4 +0.1%
OP
1054
ORG Partners
Indiana
$104K -$208K -5,853 -69%
HI
1055
Harbour Investments
Wisconsin
$103K +$2.24K +63 +2%
AIM
1056
Acropolis Investment Management
Missouri
$102K +$92.9K +2,616 New
BGAI
1057
Bruce G. Allen Investments
Colorado
$101K -$7.25K -204 -7%
AA
1058
Ancora Advisors
Ohio
$98.4K -$32K -900 -26%
TFA
1059
Toth Financial Advisory
Virginia
$97.5K -$4.19K -118 -5%
CA
1060
Clearstead Advisors
Ohio
$96.4K -$6.68K -188 -7%
SCM
1061
Silvant Capital Management
Georgia
$95.8K
CA
1062
CoreCap Advisors
Michigan
$95.6K +$87.2K +2,454 New
JWA
1063
JFS Wealth Advisors
Pennsylvania
$95.4K -$7.99K -225 -8%
CTC
1064
Cetera Trust Company
Minnesota
$94.9K
SL
1065
Salomon & Ludwin
Virginia
$93.1K +$84.9K +2,390 New
CFG
1066
CKW Financial Group
Hawaii
$93K
TCOV
1067
Trust Company of Vermont
Vermont
$92.7K +$7.21K +203 +9%
CSWM
1068
Cassady Schiller Wealth Management
Ohio
$88.9K
CH
1069
Canton Hathaway
Rhode Island
$87K
TCM
1070
Tradewinds Capital Management
Washington
$86.7K +$71.1K +2,000 +889%
MA
1071
Montag & Associates
Georgia
$85.7K -$3.91K -110 -5%
CBT
1072
CoreFirst Bank & Trust
Kansas
$83.2K
Lazard Asset Management
1073
Lazard Asset Management
New York
$82K +$4.05K +114 +6%
VNA
1074
Valley National Advisers
Pennsylvania
$81K -$5.72K -161 -7%
BWP
1075
Baldwin Wealth Partners
Massachusetts
$77.9K

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.