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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
AAP
1101
Arax Advisory Partners
Colorado
$125K +$41.8K +1,041 +55%
OW
1102
Olistico Wealth
Oklahoma
$124K +$117K +2,925 New
PP
1103
PrairieView Partners
Minnesota
$123K
RFG
1104
RFP Financial Group
Georgia
$120K
SIS
1105
Sound Income Strategies
Florida
$118K -$1.04K -26 -0.9%
AIM
1106
Acropolis Investment Management
Missouri
$111K
HI
1107
Harbour Investments
Wisconsin
$107K -$5.13K -128 -5%
TFA
1108
Toth Financial Advisory
Virginia
$106K
TCOV
1109
Trust Company of Vermont
Vermont
$105K +$4.01K +100 +4%
APF
1110
Alaska Permanent Fund
Alaska
$104K +$49.9K +1,243 +104%
SCM
1111
Silvant Capital Management
Georgia
$104K
CTC
1112
Cetera Trust Company
Minnesota
$103K
CFG
1113
CKW Financial Group
Hawaii
$102K
LTI
1114
Laffer Tengler Investments
Tennessee
$96.3K +$86K +2,143 +1,757%
Lazard Asset Management
1115
Lazard Asset Management
New York
$96K +$6.06K +151 +7%
BGAI
1116
Bruce G. Allen Investments
Colorado
$95.9K -$13K -325 -13%
CH
1117
Canton Hathaway
Rhode Island
$95K
FNWA
1118
Financial Network Wealth Advisors
Utah
$94.7K +$89.4K +2,228 New
TCM
1119
Tradewinds Capital Management
Washington
$94.6K
VNA
1120
Valley National Advisers
Pennsylvania
$91K +$2.33K +58 +3%
LS
1121
Livforsakringsbolaget Skandia
Sweden
$89.9K -$72.2K -1,800 -46%
JWA
1122
JFS Wealth Advisors
Pennsylvania
$88K -$15.2K -379 -15%
LI
1123
LRI Investments
Florida
$86.3K +$73.4K +1,831 +916%
BWP
1124
Baldwin Wealth Partners
Massachusetts
$85K
WSCM
1125
Wellington Shields Capital Management
New York
$85K

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.