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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
WT
1151
Washington Trust
Rhode Island
$19.9K +$11K +310 +155%
TFIAP
1152
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$19.9K +$18.1K +510 New
CWP
1153
Concord Wealth Partners
Virginia
$19.5K -$4.87K -137 -22%
CCMW
1154
Cypress Capital Management (Wyoming)
Wyoming
$19.5K
GKIM
1155
GW&K Investment Management
Massachusetts
$19K -$640 -18 -4%
NIC
1156
Northwest Investment Counselors
Oregon
$18.1K +$16.5K +465 New
GWMI
1157
Guardian Wealth Management (Illinois)
Illinois
$17.2K +$71 +2 +0.5%
CTA
1158
Colonial Trust Advisors
South Carolina
$16.4K +$10K +282 +201%
DPW
1159
DiNuzzo Private Wealth
Pennsylvania
$15.9K
PWMG
1160
Prestige Wealth Management Group
New Jersey
$15.8K -$1.99K -56 -12%
B
1161
Birchbrook
Maine
$15.6K
RS
1162
Rakuten Securities
Japan
$15.2K +$284 +8 +2%
FFO
1163
Fortitude Family Office
Arizona
$15.2K -$1.46K -41 -10%
OSNBOA
1164
Old Second National Bank of Aurora
Illinois
$14.3K
BLC
1165
Brown, Lisle/Cummings
Rhode Island
$14.2K
CAL
1166
Capital Advisors Ltd
Ohio
$14K +$1.88K +53 +17%
FCAS
1167
First Command Advisory Services
Texas
$13K +$9.95K +280 +384%
CA
1168
Crewe Advisors
Utah
$12.9K +$11.8K +331 New
AP
1169
Aspect Partners
Virginia
$12.8K
BHWM
1170
Beaird Harris Wealth Management
Texas
$12.4K -$5.33K -150 -32%
AT
1171
Arlington Trust
Alabama
$11.9K
AWM
1172
Abound Wealth Management
Tennessee
$10.8K +$1.03K +29 +12%
PWMG
1173
Private Wealth Management Group
New Jersey
$10.7K
HWA
1174
HHM Wealth Advisors
Tennessee
$10.6K
AFS
1175
Annapolis Financial Services
Maryland
$9.82K

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.