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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
FPB
1201
First PREMIER Bank
South Dakota
$6K +$5.61K +158 New
NRG
1202
Nemes Rush Group
Michigan
$5.77K -$107 -3 -2%
M
1203
MOTCO
Texas
$5.18K
SIC
1204
SJS Investment Consulting
Ohio
$5.07K -$178 -5 -4%
AW
1205
Avion Wealth
Texas
$5K +$1.56K +44 +54%
SSB
1206
Sandy Spring Bank
Maryland
$4.99K +$1.28K +36 +39%
WCM
1207
Westend Capital Management
California
$4.83K +$4.41K +124 New
GJIA
1208
Glass Jacobson Investment Advisors
Maryland
$4.75K
LTI
1209
Laffer Tengler Investments
Tennessee
$4.75K +$4.33K +122 New
CPG
1210
Custom Portfolio Group
Colorado
$4.68K
LFA
1211
LGT Financial Advisors
Texas
$4.68K
GPFA
1212
Game Plan Financial Advisors
Ohio
$4.37K
TFM
1213
TFC Financial Management
Massachusetts
$4.37K +$213 +6 +6%
TC
1214
Truvestments Capital
Florida
$4.33K
RTL
1215
Red Tortoise LLC
Georgia
$4.13K
PP
1216
PFS Partners
New Jersey
$4.11K +$36 +1 +1%
FRA
1217
Frank Rimerman Advisors
California
$3.74K
TVWM
1218
Tower View Wealth Management
Wisconsin
$3.59K
S
1219
Sachetta
Massachusetts
$3.31K
FFA
1220
Frazier Financial Advisors
Ohio
$3.16K
VAMG
1221
Voisard Asset Management Group
Michigan
$3.04K
KFI
1222
Key Financial Inc
Pennsylvania
$3K
SHIM
1223
Stone House Investment Management
Pennsylvania
$3K
PCM
1224
Penserra Capital Management
California
$3K -$196K -5,530 -98%
MFT
1225
Moisand Fitzgerald Tamayo
Florida
$2.22K

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.