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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
TCPG
1176
Trivant Custom Portfolio Group
California
$32.9K
CAS
1177
Coppell Advisory Solutions
Texas
$32.7K +$30.9K +770 New
PP
1178
Pingora Partners
Wyoming
$32.5K
BHWM
1179
Beaird Harris Wealth Management
Texas
$32.5K +$18K +448 +141%
PB
1180
Pinnacle Bancorp
Nebraska
$32.4K
ANBT
1181
American National Bank & Trust
Texas
$31.9K
DJSG
1182
D.J. St. Germain
Massachusetts
$31.9K
APC
1183
Aspire Private Capital
North Carolina
$31.2K -$5.01K -125 -15%
SC
1184
SouthState Corp
Florida
$31.1K +$29.3K +731 New
WT
1185
Washington Trust
Rhode Island
$30.4K +$8.26K +206 +40%
WPWM
1186
Western Pacific Wealth Management
Illinois
$30.2K
RA
1187
Rise Advisors
New York
$30.2K +$281 +7 +1%
SN
1188
Sittner & Nelson
Oregon
$29.7K
GCM
1189
Gables Capital Management
Florida
$29.3K
EIM
1190
Essex Investment Management
Massachusetts
$28.9K
EL
1191
EMFO LLC
Florida
$28.7K -$10K -250 -27%
CFD
1192
Creative Financial Designs
Indiana
$28.6K -$6.18K -154 -19%
DIP
1193
DT Investment Partners
Pennsylvania
$28.5K
EC
1194
Elequin Capital
New York
$28.1K +$26.5K +660 New
SAM
1195
S.A. Mason
Michigan
$26.1K
GC
1196
Gould Capital
Washington
$25.5K
GKIM
1197
GW&K Investment Management
Massachusetts
$25K +$4.85K +121 +25%
PGAM
1198
Princeton Global Asset Management
New Jersey
$24.9K +$241 +6 +1%
CAM
1199
Creekmur Asset Management
Illinois
$23.6K +$281 +7 +1%
TWP
1200
Triad Wealth Partners
Kansas
$23.4K +$22.1K +551 New

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.