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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
AT
1226
Arlington Trust
Alabama
$13K
PCWA
1227
Pacific Capital Wealth Advisors
California
$11.9K +$11.2K +279 New
OLVIG
1228
Oliver Lagore Vanvalin Investment Group
Michigan
$11.9K +$2.13K +53 +23%
PWMG
1229
Private Wealth Management Group
New Jersey
$11.6K
PWMG
1230
Prestige Wealth Management Group
New Jersey
$11.6K -$5.33K -133 -33%
ST
1231
Smithfield Trust
Pennsylvania
$11K -$15.2K -380 -59%
SFC
1232
Strategic Financial Concepts
Texas
$10.8K +$1.79M +44,683 New
AFS
1233
Annapolis Financial Services
Maryland
$10.7K
TFIAP
1234
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$10.6K -$10.4K -260 -51%
AWM
1235
Abound Wealth Management
Tennessee
$10.5K -$1.2K -30 -11%
BIA
1236
Bell Investment Advisors
California
$10.3K
WIA
1237
Wetzel Investment Advisors
Indiana
$10.1K -$14.4K -358 -58%
CMP
1238
Coston McIsaac & Partners
Maine
$10K
HGA
1239
Hobbs Group Advisors
South Carolina
$9.85K +$9.31K +232 New
BFA
1240
Brown Financial Advisors
Ohio
$9.35K +$8.82K +220 New
KFI
1241
Key Financial Inc
Pennsylvania
$9.31K +$5.7K +142 +184%
TAM
1242
Tucker Asset Management
Colorado
$9.14K
DPW
1243
DiNuzzo Private Wealth
Pennsylvania
$9.1K -$7.82K -195 -48%
TIM
1244
Tortoise Investment Management
New York
$9.1K
ACM
1245
Anfield Capital Management
California
$8.88K +$8.38K +209 New
FF
1246
Friedenthal Financial
New Jersey
$8.84K +$8.34K +208 New
GWP
1247
Gen-Wealth Partners
Michigan
$8.54K
FP
1248
Financial Perspectives
Minnesota
$8.5K
MCM
1249
Manchester Capital Management
Vermont
$8.5K
MTIC
1250
Missouri Trust & Investment Company
Missouri
$8.5K

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.