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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
DS
1351
DRW Securities
Illinois
-$212K -5,447 Closed
MWM
1352
Mission Wealth Management
California
-$208K -5,347 Closed
AAIS
1353
ABN AMRO Investment Solutions
-$207K -5,321 Closed
OC
1354
Oarsman Capital
Wisconsin
-$202K -5,180 Closed
MA
1355
Mutual Advisors
Nebraska
-$202K -5,173 Closed
CA
1356
CoreCap Advisors
Michigan
-$95.6K -2,454 Closed
SL
1357
Salomon & Ludwin
Virginia
-$93.1K -2,390 Closed
CBT
1358
CoreFirst Bank & Trust
Kansas
-$83.2K -2,136 Closed
LF
1359
LifeSteps Financial
California
-$68.1K -1,748 Closed
FFWM
1360
Future Financial Wealth Management
Ohio
-$62.4K -1,600 Closed
EC
1361
EntryPoint Capital
New York
-$50.5K -1,295 Closed
SOS
1362
Silver Oak Securities
Tennessee
-$33.6K -862 Closed
CCMW
1363
Cypress Capital Management (Wyoming)
Wyoming
-$19.5K -500 Closed
NIC
1364
Northwest Investment Counselors
Oregon
-$18.1K -465 Closed
CTA
1365
Colonial Trust Advisors
South Carolina
-$16.4K -422 Closed
FCAS
1366
First Command Advisory Services
Texas
-$13K -353 Closed
FSWA
1367
Financial Synergies Wealth Advisors
Texas
-$8.38K -215 Closed
HFS
1368
Horizon Financial Services
North Carolina
-$7.37K -189 Closed
FPB
1369
First PREMIER Bank
South Dakota
-$6K -158 Closed
NRG
1370
Nemes Rush Group
Michigan
-$5.77K -148 Closed
GPFA
1371
Game Plan Financial Advisors
Ohio
-$4.37K -112 Closed
TC
1372
Truvestments Capital
Florida
-$4.33K -111 Closed
PP
1373
PFS Partners
New Jersey
-$4.11K -105 Closed
JFGIW
1374
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$975 -25 Closed
TWP
1375
TFO Wealth Partners
Ohio
-$896 -23 Closed

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.