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Williams Companies
WMB

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: 29 → 35 (+6)

9% more capital invested

Capital invested by funds: $41.4B → $45.2B (+$3.8B)

5% more funds holding

Funds holding: 1,246 → 1,307 (+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

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$325M
2
Blackstone Inc
Blackstone Inc
New York
+$196M
3
Deutsche Bank
Deutsche Bank
Germany
+$162M
4
State Street
State Street
Massachusetts
+$157M
5
Mariner
Mariner
Kansas
+$75.9M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$170M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$137M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$127M
4
BlackRock
BlackRock
New York
-$119M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$80.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
1051
Fort Sheridan Advisors
Illinois
$220K +$208K +5,186 New
VVP
1052
Venture Visionary Partners
Ohio
$219K +$207K +5,154 New
RCA
1053
Resonant Capital Advisors
Wisconsin
$217K +$205K +5,111 New
FCG
1054
Fielder Capital Group
Tennessee
$216K +$204K +5,078 New
IA
1055
IFP Advisors
Florida
$216K -$9.71K -242 -5%
SI
1056
Seeds Investor
New York
$213K +$201K +5,006 New
FSI
1057
Flow State Investments
Illinois
$213K +$201K +5,000 New
MWA
1058
Meridian Wealth Advisors
Texas
$213K +$201K +5,000 New
RB
1059
Renasant Bank
Mississippi
$212K -$92.2K -2,298 -31%
BBW
1060
Blue Barn Wealth
Utah
$212K +$200K +4,996 New
OBWG
1061
Onyx Bridge Wealth Group
New York
$212K -$22.7K -565 -10%
AGWCA
1062
Annis Gardner Whiting Capital Advisors
Florida
$212K +$1.24K +31 +0.6%
AF
1063
Advisornet Financial
Minnesota
$210K +$5.01K +125 +3%
PWMAG
1064
Pinnacle Wealth Management Advisory Group
New Jersey
$210K +$198K +4,930 New
GT
1065
Glenview Trust
Kentucky
$209K -$92.3K -2,300 -32%
AC
1066
Avestar Capital
New York
$208K +$197K +4,904 New
SFC
1067
Sprinkle Financial Consultants
Colorado
$208K +$196K +4,888 New
GIA
1068
Gateway Investment Advisers
Ohio
$207K +$196K +4,879 New
RT
1069
Rockland Trust
Massachusetts
$207K +$195K +4,869 New
OWMIAS
1070
One Wealth Management Investment & Advisory Services
Florida
$207K +$195K +4,862 New
CHP
1071
Cable Hill Partners
Oregon
$206K +$194K +4,842 New
LAS
1072
Lloyd Advisory Services
Georgia
$204K +$192K +4,797 New
FPAS
1073
Focus Partners Advisor Solutions
Missouri
$203K -$218K -5,425 -53%
LAM
1074
L2 Asset Management
Massachusetts
$202K +$191K +4,765 New
NRS
1075
Neville Rodie & Shaw
New York
$202K +$190K +4,743 New
41 42
43
44 45

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.