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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
GEA
1276
Glen Eagle Advisors
New Jersey
$3.95K +$3.73K +93 New
TVWM
1277
Tower View Wealth Management
Wisconsin
$3.91K
DP
1278
Denver PWM
Colorado
$3.78K +$3.57K +89 New
FW
1279
Fairway Wealth
Ohio
$3.65K +$3.45K +86 New
FFA
1280
Frazier Financial Advisors
Ohio
$3.44K
VAMG
1281
Voisard Asset Management Group
Michigan
$3.31K
SHIM
1282
Stone House Investment Management
Pennsylvania
$3.27K
UWS
1283
Unique Wealth Strategies
Illinois
$2.85K +$2.93K +73 New
RWMG
1284
Redwood Wealth Management Group
New Jersey
$2.72K +$2.57K +64 New
DF
1285
Dunhill Financial
United Kingdom
$2.56K +$923 +23 +62%
FUBT
1286
First United Bank & Trust
Maryland
$2.55K -$6.1K -152 -72%
TWD
1287
True Wealth Design
Ohio
$2.46K +$722 +18 +45%
MFT
1288
Moisand Fitzgerald Tamayo
Florida
$2.42K
ACA
1289
Atlas Capital Advisors
Wyoming
$2.25K
LWANC
1290
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.25K
CPG
1291
Cornerstone Planning Group
New Jersey
$2.15K +$1.08K +27 +108%
EWM
1292
Evermay Wealth Management
Virginia
$2K
CAC
1293
Core Alternative Capital
Georgia
$1.96K
AIC
1294
Archer Investment Corporation
Indiana
$1.7K
AFWM
1295
Abich Financial Wealth Management
Virginia
$1.36K -$137K -3,414 -99%
PSB
1296
Piscataqua Savings Bank
New Hampshire
$1.32K
WWM
1297
Wolff Wiese Magana
California
$1.27K
NCM
1298
Northwest Capital Management
Oregon
$1.06K
NL
1299
NVWM LLC
Pennsylvania
$1.02K +$201 +5 +26%
SFCL
1300
Strengthening Families & Communities LLC
Massachusetts
$1K +$562 +14 New

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.