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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
TWM
1076
Trueblood Wealth Management
Ohio
$202K +$191K +4,750 New
LBC
1077
Lowe Brockenbrough & Co
Virginia
$200K +$189K +4,716 New
CIA
1078
Cape Investment Advisory
Georgia
$200K -$19.3K -480 -9%
LIM
1079
Leavell Investment Management
Alabama
$200K +$189K +4,715 New
CP
1080
Castleview Partners
Texas
$194K +$183K +4,565 New
ADL
1081
Asset Dedication LLC
California
$191K +$22.8K +569 +14%
LSA
1082
Leonteq Securities AG
Switzerland
$191K -$4.97K -124 -3%
MA
1083
MCF Advisors
Kentucky
$189K +$2.25K +56 +1%
EBA
1084
Eagle Bay Advisors
New York
$183K -$25.9K -646 -13%
GPI
1085
General Partner Inc
Pennsylvania
$181K
PP
1086
Paloma Partners
Connecticut
$173K +$163K +4,075 New
WTC
1087
WhitTier Trust Company
Nevada
$165K -$47.2K -1,177 -23%
TWC
1088
TD Waterhouse Canada
Ontario, Canada
$161K -$642 -16 -0.4%
KA
1089
Kozak & Associates
Colorado
$159K +$1.6K +40 +1%
PFBT
1090
Parkside Financial Bank & Trust
Missouri
$157K -$27.8K -694 -16%
AA
1091
Alta Advisers
United Kingdom
$157K
CH
1092
Cromwell Holdings
Wyoming
$153K +$144K +3,593 New
CT
1093
Colonial Trust
South Carolina
$148K +$4.17K +104 +3%
VCM
1094
Versant Capital Management
Arizona
$147K +$23.7K +591 +21%
YDMI
1095
Y.D. More Investments
Israel
$145K +$137K +3,404 New
IRC
1096
Investors Research Corp
Georgia
$143K
OIA
1097
Optimum Investment Advisors
Illinois
$131K
TCM
1098
TD Capital Management
Tennessee
$128K -$13.2K -329 -10%
RTC
1099
Riverview Trust Company
Washington
$127K
TFF
1100
The Family Firm
Maryland
$126K +$118K +2,954 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.