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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.99B +$2.15M +60,548 +0%
BlackRock
2
BlackRock
New York
$4.25B -$203M -5,716,785 -5%
State Street
3
State Street
Massachusetts
$2.94B -$125M -3,514,254 -4%
Bank of America
4
Bank of America
North Carolina
$2.24B +$27.7M +778,621 +1%
Dodge & Cox
5
Dodge & Cox
California
$1.47B -$4.94M -138,992 -0.4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.15B +$43.3M +1,217,679 +4%
JP Morgan Chase
7
JP Morgan Chase
New York
$1.14B +$100M +2,820,558 +11%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$1.07B -$230M -6,483,749 -19%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$854M +$367M +10,332,333 +89%
ClearBridge Investments
10
ClearBridge Investments
New York
$818M +$41.8M +1,175,628 +6%
Morgan Stanley
11
Morgan Stanley
New York
$741M -$629M -17,690,618 -48%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$709M -$32.2M -907,567 -5%
Invesco
13
Invesco
Georgia
$574M +$23M +648,233 +5%
Northern Trust
14
Northern Trust
Illinois
$532M -$19M -534,689 -4%
Franklin Resources
15
Franklin Resources
California
$509M -$6.54M -183,930 -1%
TCA
16
Tortoise Capital Advisors
Kansas
$488M -$3.82M -107,426 -0.9%
Deutsche Bank
17
Deutsche Bank
Germany
$470M +$98.2M +2,763,134 +30%
Legal & General Group
18
Legal & General Group
United Kingdom
$417M -$6.05M -170,155 -2%
UBS Group
19
UBS Group
Switzerland
$415M +$123M +3,448,576 +48%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$400M -$14.9M -420,693 -4%
Goldman Sachs
21
Goldman Sachs
New York
$388M +$1.82M +51,351 +0.5%
Ameriprise
22
Ameriprise
Minnesota
$376M -$23.7M -667,423 -6%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$371M -$78.1M -2,197,059 -19%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$364M +$23.3M +654,820 +8%
KACA
25
Kayne Anderson Capital Advisors
California
$333M +$35.9M +1,010,658 +13%

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.