Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Williams Cos Inc (WMB)

2K + Investors. Track Smart Money conviction in WMB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +123
Streak
2Q ▲
Buyers last Q
54%

Smart Money Signals — WMB

Based on 1806 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added WMB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,806 hedge funds hold WMB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+267 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

939 buying785 selling
Last quarter: 939 funds bought or added vs 785 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+24 vs last Q)

new funds entering per quarter
Funds opening a new WMB position: 180 → 133 → 230 → 254. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 21% medium ■ 18% new
1,089 out of 1,806 hedge funds have held WMB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+14% value, -4% shares)

Value
+13%
Shares
-3%
Last quarter: total value of institutional WMB holdings rose +14% even though funds reduced share count by 4%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
🚀

Acceleration phase — new buyers rushing in

192 → 180 → 133 → 230 → 254 new funds/Q
New funds entering each quarter: 180 → 133 → 230 → 254. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 65% veterans vs 23% newcomers

■ 65% veterans ■ 12% 1-2yr ■ 23% new
Entry-cohort mix of 1,858 holders: 1,207 (65%) are 2+ year veterans, 227 entered 1–2 years ago, and 424 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
64 of 1800 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in WMB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — WMB

In 2026 Q1, 939 hedge funds were net buyers of WMB (254 opened a new position, 685 added to an existing one), while 785 reduced or exited (654 trimmed, 131 sold completely) — a 54% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 48% of total institutional value in WMB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +123 funds (more new holders than closures). Total institutional holders: 1806.

Hedge Fund Ownership: WMB

How many hedge funds hold WMB — quarterly history vs. share price
Quarterly hedge fund ownership of WMB vs. share price

Market Analysis: WMB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WMB

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Williams Cos Inc (WMB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much WMB has moved relative to its sector benchmark (XLE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
WMB
-1.8%
XLE
+60811.1%

WMB outperformed XLE by -60812.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
WMB
-7.3%
XLE
+49736.4%

Since the filing became public, WMB outperformed XLE by -49743.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

98 top-rated funds 42 high-conviction
Consensus
8.7
/ 10
breadth
×
Elite
7.1
/ 10
conviction
Hedge Fund Positioning: WMB
2K + Investors

Track Smart Money conviction in WMB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1785 1682 6.12%
13F Shares 1.04B 1.08B -3.83%
Total Value $72.23B $63.57B 13.61%
New Positions 245 230 +15
Increased Positions 670 637 +33
Closed Positions 142 136 +6
Reduced Positions 629 588 +41
Total Calls 31 31 -
Total Puts 26 27 -3.7%
PUT/CALL Ratio 0.84 0.87 Neutral

Statistics: WMB

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Financial Highlights

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Institutional Holders (2026 Q1)

2K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WMB. Verified SEC 13F-HR filings.

QUARTER:
Top 25 WMB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Walnut Private Equity Partners, LLC 19.26% 479,825 $34.9M
2 Heronetta Management, L.P. 16.70% 251,402 $18.3M
3 R.m.sincerbeaux Capital Management LLC 10.85% 255,723 $18.6M
4 Robertson Opportunity Capital, LLC 10.21% 364,782 $26.5M
5 Kayne Anderson Capital Advisors LP 9.35% 6,703,243 $487.9M
6 Amplify Investments, LLC 8.89% 6,817 $496K
7 Tortoise Capital Advisors, L.L.C. 8.72% 11,499,134 $836.9M
8 Sl Advisors, LLC 8.10% 65,722 $4.8M
9 Asset Management Advisors, LLC 7.64% 173,616 $12.6M
10 RR Advisors, LLC 7.57% 375,077 $27.3M
11 Fractal Investments LLC 7.01% 814,000 $59.2M
12 M.D. Sass, LLC 6.48% 1,173,920 $85.4M
13 Barnett & Company, Inc. 6.36% 112,419 $8.2M
14 ELCO Management Co., LLC 6.35% 181,958 $13.2M
15 CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 6.13% 1,700,100 $123.7M
16 Rivermont Capital Management LP 5.71% 372,086 $27.1M
17 Dilation Capital Management LP 5.50% 150,605 $11.0M
18 Ausbil Investment Management Ltd 5.00% 139,927 $10.1M
19 Blackstone Inc. 4.85% 17,074,392 $1.24B
20 Candelo Capital Management LP 4.31% 71,661 $5.2M
21 Weybosset Research & Management LLC 4.19% 199,736 $14.5M
22 Fwl Investment Management, LLC 4.18% 261,577 $19.0M
23 CapWealth Advisors, LLC 4.12% 762,287 $55.5M
24 Adams Natural Resources Fund, INC. 3.86% 457,450 $33.3M
25 SailingStone Capital Partners LLC 3.73% 225,779 $16.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Williams Cos Inc (WMB)

What does the Smart Money Trend signal show for WMB?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added WMB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WMB?

Slight buying edge — 54% buying: Last quarter: 939 funds bought or added vs 785 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for WMB holders?

Elite ownership — 48% AUM from top-100 funds: 64 of 1800 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in WMB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held WMB?

60% of holders stayed for 2+ years: 1,089 out of 1,806 hedge funds have held WMB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Williams Cos Inc (WMB) following the 2026 Q1 hedge fund 13F filings?

As of today, WMB has moved -7.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +49736.4% for the XLE sector ETF — an outperformance of -49743.7%. Since the quarter end (March 31, 2026), WMB has gained -1.8% vs +60811.1% for XLE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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