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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
PCTC
1126
Perkins Coie Trust Company
Washington
$85K +$80.2K +2,000 New
CP
1127
Camelot Portfolios
Ohio
$84.7K +$80K +1,994 New
AA
1128
Ancora Advisors
Ohio
$82.1K -$23.8K -593 -23%
HGERS
1129
Householder Group Estate & Retirement Specialist
Arizona
$81K +$11.8K +294 +18%
CB
1130
Centennial Bank
Arkansas
$80.8K -$35.9K -895 -32%
HIA
1131
Harbor Investment Advisory
Maryland
$78.1K -$4.41K -110 -6%
CSWM
1132
Cassady Schiller Wealth Management
Ohio
$75.7K -$20.1K -500 -22%
SS
1133
Sunbelt Securities
Texas
$71.7K +$25.4K +633 +60%
SIC
1134
Salem Investment Counselors
North Carolina
$70.5K
MFA
1135
McClarren Financial Advisors
Pennsylvania
$69K -$63.7K -1,588 -97%
CSB
1136
City State Bank
Iowa
$68.6K
DMBA
1137
Deseret Mutual Benefit Administrators
Utah
$67.8K
RA
1138
Rational Advisors
New York
$67.4K -$2.49K -62 -4%
POIA
1139
Pin Oak Investment Advisors
Texas
$66K +$8.82K +220 +17%
BCMLT
1140
Beacon Capital Management LLC (Tennessee)
Tennessee
$65.2K +$5.5K +137 +10%
CA
1141
Crewe Advisors
Utah
$64K +$47.1K +1,175 +355%
ACM
1142
Adalta Capital Management
New York
$63.8K
TCG
1143
Transcendent Capital Group
Oklahoma
$62.8K +$401 +10 +0.7%
MSWM
1144
Mowery & Schoenfeld Wealth Management
Illinois
$58.4K +$55.1K +1,373 New
C
1145
Covestor
United Kingdom
$58K -$12.9K -322 -19%
DAM
1146
Delta Asset Management
Tennessee
$57.4K
CFO
1147
CVA Family Office
Colorado
$56.5K +$802 +20 +2%
ITIM
1148
Indiana Trust & Investment Management
Indiana
$56.2K +$43.2K +1,078 +442%
OWA
1149
Opal Wealth Advisors
New York
$56.1K -$642 -16 -1%
JFA
1150
JNBA Financial Advisors
Minnesota
$54.7K

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.