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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
WSCM
1076
Wellington Shields Capital Management
New York
$77.9K +$17.8K +500 +33%
HIA
1077
Harbor Investment Advisory
Maryland
$75.9K +$3.27K +92 +5%
AAP
1078
Arax Advisory Partners
Colorado
$73.6K +$6.75K +190 +11%
LF
1079
LifeSteps Financial
California
$68.1K +$62.1K +1,748 New
C
1080
Covestor
United Kingdom
$65K -$34.7K -977 -37%
SIC
1081
Salem Investment Counselors
North Carolina
$64.6K
RA
1082
Rational Advisors
New York
$64.2K
MFA
1083
McClarren Financial Advisors
Pennsylvania
$64K +$36 +1 +0.1%
IGWM
1084
ICA Group Wealth Management
Colorado
$63.9K -$9.38K -264 -14%
SFA
1085
Semmax Financial Advisors
North Carolina
$63.8K -$69.1K -1,945 -55%
HGERS
1086
Householder Group Estate & Retirement Specialist
Arizona
$63.5K +$284 +8 +0.5%
CSB
1087
City State Bank
Iowa
$63K
FFWM
1088
Future Financial Wealth Management
Ohio
$62.4K +$56.8K +1,600 New
DMBA
1089
Deseret Mutual Benefit Administrators
Utah
$62.2K
ACM
1090
Adalta Capital Management
New York
$58.5K
CT
1091
Caldwell Trust
Florida
$58.1K +$6.18K +174 +13%
TCG
1092
Transcendent Capital Group
Oklahoma
$57.2K +$391 +11 +0.8%
BCMLT
1093
Beacon Capital Management LLC (Tennessee)
Tennessee
$54.5K +$18.8K +529 +61%
DAM
1094
Delta Asset Management
Tennessee
$52.6K
OWA
1095
Opal Wealth Advisors
New York
$52K +$47.4K +1,335 New
POIA
1096
Pin Oak Investment Advisors
Texas
$52K
CFO
1097
CVA Family Office
Colorado
$51K -$6.61K -186 -12%
EC
1098
EntryPoint Capital
New York
$50.5K +$46K +1,295 New
JFA
1099
JNBA Financial Advisors
Minnesota
$50.1K
TFIPS
1100
Towarzystwo Funduszy Inwestycyjnych PZU SA
$47.5K

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.