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
TCPG
1126
Trivant Custom Portfolio Group
California
$30.2K
MCM
1127
MV Capital Management
Maryland
$29.9K -$462 -13 -2%
PP
1128
Pingora Partners
Wyoming
$29.8K +$27.2K +765 New
PB
1129
Pinnacle Bancorp
Nebraska
$29.7K
RG
1130
Retirement Group
California
$29.6K
DJSG
1131
D.J. St. Germain
Massachusetts
$29.3K -$19K -535 -42%
ANBT
1132
American National Bank & Trust
Texas
$29.3K -$1.42K -40 -5%
MHR
1133
Matthew Hamilton Rosenberg
$29.2K
WPWM
1134
Western Pacific Wealth Management
Illinois
$27.7K
WWP
1135
WR Wealth Planners
Missouri
$27.4K +$25K +704 New
RA
1136
Rise Advisors
New York
$27.3K +$24.9K +702 New
SN
1137
Sittner & Nelson
Oregon
$27.2K
GCM
1138
Gables Capital Management
Florida
$26.9K
EIM
1139
Essex Investment Management
Massachusetts
$26.5K
DIP
1140
DT Investment Partners
Pennsylvania
$26.1K
ST
1141
Smithfield Trust
Pennsylvania
$25K
GWSG
1142
GPS Wealth Strategies Group
Colorado
$24.7K +$142 +4 +0.6%
SAM
1143
S.A. Mason
Michigan
$24K +$2.52K +71 +13%
RWPA
1144
Richard W. Paul & Associates
Michigan
$23.7K -$107 -3 -0.5%
GC
1145
Gould Capital
Washington
$23.4K
WIA
1146
Wetzel Investment Advisors
Indiana
$23.1K
PGAM
1147
Princeton Global Asset Management
New Jersey
$22.6K +$249 +7 +1%
CAM
1148
Creekmur Asset Management
Illinois
$21.4K +$213 +6 +1%
MSFP
1149
Mark Sheptoff Financial Planning
Connecticut
$20.5K
OPTFSNA
1150
Old Point Trust & Financial Services N A
Virginia
$20.2K +$8.88K +250 +93%

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.