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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
WWP
1201
WR Wealth Planners
Missouri
$23K -$6.5K -162 -23%
MSFP
1202
Mark Sheptoff Financial Planning
Connecticut
$22.3K
OPTFSNA
1203
Old Point Trust & Financial Services N A
Virginia
$22.1K
LFA
1204
LGT Financial Advisors
Texas
$21.7K +$15.6K +390 +325%
AS
1205
Altshuler Shaham
Israel
$21.4K +$20.2K +503 New
CWP
1206
Concord Wealth Partners
Virginia
$21.3K
MHR
1207
Matthew Hamilton Rosenberg
$21.2K -$10.1K -252 -34%
RWPA
1208
Richard W. Paul & Associates
Michigan
$21K -$4.53K -113 -19%
FA
1209
Financial Avengers
California
$20.6K +$19.5K +485 New
EAM
1210
Empirical Asset Management
Massachusetts
$20.5K +$439K +10,956 New
HWA
1211
HHM Wealth Advisors
Tennessee
$20K +$8.02K +200 +74%
MWA
1212
MFA Wealth Advisors
Pennsylvania
$19.2K +$18.1K +452 New
FFO
1213
Fortitude Family Office
Arizona
$19.2K +$2.45K +61 +16%
HH
1214
HWG Holdings
Texas
$18.5K +$17.5K +436 New
SP
1215
SWS Partners
Ohio
$17.6K +$16.6K +413 New
GWMI
1216
Guardian Wealth Management (Illinois)
Illinois
$17.1K -$1.56K -39 -9%
B
1217
Birchbrook
Maine
$17K
RS
1218
Rakuten Securities
Japan
$16.6K
CAL
1219
Capital Advisors Ltd
Ohio
$16K +$401 +10 +3%
OSNBOA
1220
Old Second National Bank of Aurora
Illinois
$15.6K
BLC
1221
Brown, Lisle/Cummings
Rhode Island
$15.5K
VWA
1222
Valued Wealth Advisors
Utah
$15.3K +$4.61K +115 +47%
AP
1223
Aspect Partners
Virginia
$14K
TCA
1224
Trifecta Capital Advisors
Illinois
$13.6K +$11.7K +291 +1,039%
GWSG
1225
GPS Wealth Strategies Group
Colorado
$13.3K -$12.9K -322 -51%

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.