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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
LWANC
1226
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.07K +$853 +24 +83%
ACA
1227
Atlas Capital Advisors
Wyoming
$2.06K
EWM
1228
Evermay Wealth Management
Virginia
$1.83K -$391 -11 -19%
CAC
1229
Core Alternative Capital
Georgia
$1.79K -$15.2K -429 -90%
AIC
1230
Archer Investment Corporation
Indiana
$1.56K
TWD
1231
True Wealth Design
Ohio
$1.56K +$640 +18 +82%
DF
1232
Dunhill Financial
United Kingdom
$1.45K -$1.49K -42 -53%
PSB
1233
Piscataqua Savings Bank
New Hampshire
$1.21K
WWM
1234
Wolff Wiese Magana
California
$1.17K
TCA
1235
Trifecta Capital Advisors
Illinois
$1.09K
JFGIW
1236
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$975
NCM
1237
Northwest Capital Management
Oregon
$974
CPG
1238
Cornerstone Planning Group
New Jersey
$967 +$888 +25 New
TWP
1239
TFO Wealth Partners
Ohio
$896
NL
1240
NVWM LLC
Pennsylvania
$740 +$675 +19 New
FGAM
1241
Financial Gravity Asset Management
Texas
$728 +$640 +18 +900%
CAM
1242
ClariVest Asset Management
California
$501
QC
1243
Quent Capital
New York
$468
CTWM
1244
Cherry Tree Wealth Management
Minnesota
$449
IHWM
1245
Iron Horse Wealth Management
Iowa
$429
FCMT
1246
Founders Capital Management (Texas)
Texas
$343
DWM
1247
Dogwood Wealth Management
Kansas
$6
PAS
1248
Point72 Asia (Singapore)
Singapore
-$23.5M -676,050 Closed
RCW
1249
Rheos Capital Works
Japan
-$23M -660,000 Closed
Point72 Asset Management
1250
Point72 Asset Management
Connecticut
-$16.3M -469,097 Closed

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.