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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
Kayne Anderson Rudnick Investment Management
1251
Kayne Anderson Rudnick Investment Management
California
$8.38K +$441 +11 +6%
S
1252
Sachetta
Massachusetts
$8.38K +$4.01K +100 +105%
SCA
1253
Stuart Chaussee & Associates
California
$8.12K
CWC
1254
Carolinas Wealth Consulting
North Carolina
$8.03K +$602 +15 +9%
BSB
1255
Bangor Savings Bank
Maine
$7.86K
WIM
1256
Westside Investment Management
California
$7.78K
CWM
1257
Cranbrook Wealth Management
Michigan
$7.52K
GFPC
1258
Global Financial Private Client
Florida
$7.39K
SSB
1259
Sandy Spring Bank
Maryland
$7.27K +$1.73K +43 +34%
FMTCOCP
1260
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K
AW
1261
Avion Wealth
Texas
$7K +$2.01K +50 +40%
PA
1262
PSI Advisors
Florida
$6.8K
PMFA
1263
Plante Moran Financial Advisors
Michigan
$6.67K
SFA
1264
Semmax Financial Advisors
North Carolina
$6.2K -$58.8K -1,465 -91%
M
1265
MOTCO
Texas
$5.65K
SIC
1266
SJS Investment Consulting
Ohio
$5.53K
VWM
1267
Valley Wealth Managers
New Jersey
$5.53K +$5.21K +130 New
GJIA
1268
Glass Jacobson Investment Advisors
Maryland
$5.18K
HWP
1269
Highline Wealth Partners
California
$5.18K +$4.89K +122 New
CPG
1270
Custom Portfolio Group
Colorado
$5.1K
WCM
1271
Westend Capital Management
California
$5K -$241 -6 -5%
TFM
1272
TFC Financial Management
Massachusetts
$4.76K
RTL
1273
Red Tortoise LLC
Georgia
$4.5K
IGWM
1274
ICA Group Wealth Management
Colorado
$4.25K -$61.8K -1,540 -94%
PCM
1275
Penserra Capital Management
California
$4K

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.