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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
VWA
1176
Valued Wealth Advisors
Utah
$9.51K +$6.29K +177 +264%
ITIM
1177
Indiana Trust & Investment Management
Indiana
$9.51K
BIA
1178
Bell Investment Advisors
California
$9.43K
CMP
1179
Coston McIsaac & Partners
Maine
$9K
OLVIG
1180
Oliver Lagore Vanvalin Investment Group
Michigan
$8.82K +$71 +2 +0.9%
FSWA
1181
Financial Synergies Wealth Advisors
Texas
$8.38K
TAM
1182
Tucker Asset Management
Colorado
$8.38K +$7.64K +215 New
TIM
1183
Tortoise Investment Management
New York
$8.34K
FUBT
1184
First United Bank & Trust
Maryland
$8.26K
GWP
1185
Gen-Wealth Partners
Michigan
$7.83K +$7.14K +201 New
FP
1186
Financial Perspectives
Minnesota
$7.79K
MTIC
1187
Missouri Trust & Investment Company
Missouri
$7.79K
MCM
1188
Manchester Capital Management
Vermont
$7.79K +$1.14K +32 +19%
LI
1189
LRI Investments
Florida
$7.79K +$7.11K +200 New
SCA
1190
Stuart Chaussee & Associates
California
$7.44K
HFS
1191
Horizon Financial Services
North Carolina
$7.37K +$6.71K +189 New
Kayne Anderson Rudnick Investment Management
1192
Kayne Anderson Rudnick Investment Management
California
$7.26K
BSB
1193
Bangor Savings Bank
Maine
$7.21K
WIM
1194
Westside Investment Management
California
$7.13K
FMTCOCP
1195
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K -$7.96K -224 -56%
CWM
1196
Cranbrook Wealth Management
Michigan
$6.9K
CWC
1197
Carolinas Wealth Consulting
North Carolina
$6.78K +$1.39K +39 +29%
GFPC
1198
Global Financial Private Client
Florida
$6.76K +$6.18K +174 New
PA
1199
PSI Advisors
Florida
$6.24K
PMFA
1200
Plante Moran Financial Advisors
Michigan
$6.12K

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.