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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
HIIFS
1301
Harel Insurance Investments & Financial Services
Israel
-$257K -7,364 Closed
EFSCE
1302
Enterprise Financial Services Corp (EFSC)
Missouri
-$252K -7,240 Closed
QWM
1303
Quadcap Wealth Management
Texas
-$246K -7,053 Closed
DWM
1304
Drive Wealth Management
Utah
-$237K -6,796 Closed
SIG
1305
Sargent Investment Group
Maryland
-$236K -6,785 Closed
RDWM
1306
Red Door Wealth Management
Tennessee
-$230K -6,598 Closed
CWM
1307
Curi Wealth Management
North Carolina
-$222K -6,381 Closed
LAS
1308
Lloyd Advisory Services
Georgia
-$215K -6,183 Closed
MC
1309
Maverick Capital
Texas
-$213K -6,114 Closed
OCBCO
1310
Oversea-Chinese Banking Corp (OCBC)
Singapore
-$212K -6,077 Closed
FPWM
1311
FSB Premier Wealth Management
Iowa
-$210K -6,029 Closed
KI
1312
Kapitalo Investimentos
Brazil
-$181K -5,207 Closed
GG
1313
Greenwood Gearhart
Arkansas
-$171K -4,915 Closed
A
1314
AJOVista
Massachusetts
-$141K -4,049 Closed
A
1315
AlphaQuest
New York
-$124K -3,552 Closed
BWM
1316
BKM Wealth Management
Wisconsin
-$86K -2,470 Closed
SSG
1317
Summit Securities Group
New York
-$70K -2,000 Closed
GWS
1318
Glassman Wealth Services
Virginia
-$68.8K -1,976 Closed
MSWM
1319
McGlone Suttner Wealth Management
Wisconsin
-$58.5K -1,678 Closed
FBC
1320
Fairfield, Bush & Co
Connecticut
-$45.1K -1,294 Closed
BCM
1321
Bourgeon Capital Management
Connecticut
-$36.9K -1,060 Closed
CFS
1322
CGC Financial Services
Oregon
-$34.8K -1,000 Closed
TCWA
1323
Turtle Creek Wealth Advisors
Texas
-$25.9K -745 Closed
WB
1324
Webster Bank
Connecticut
-$24.4K -700 Closed
OA
1325
Operose Advisors
Wisconsin
-$24.1K -693 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.