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Williams Companies

1,342 hedge funds and large institutions have $48.5B invested in Williams Companies in 2024 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 501 increasing their positions, 496 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $535M | Put options by funds: $322M

53% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 94

7% more capital invested

Capital invested by funds: $45.2B → $48.5B (+$3.37B)

3% more funds holding

Funds holding: 1,3081,342 (+34)

1% more repeat investments, than reductions

Existing positions increased: 501 | Existing positions reduced: 496

0.09% less ownership

Funds ownership: 87.21%87.12% (-0.09%)

17% less funds holding in top 10

Funds holding in top 10: 3529 (-6)

Holders
1,342
Holders Change
+34
Holders Change %
+2.6%
% of All Funds
19.27%
Holding in Top 10
29
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.14%
% of All Funds
0.42%
New
144
Increased
501
Reduced
496
Closed
94
Calls
$535M
Puts
$322M
Net Calls
+$213M
Net Calls Change
+$56.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity International
226
Fidelity International
Bermuda
$10.7M +$10.3M +233,815 New
UIM
227
USS Investment Management
United Kingdom
$10.7M +$137K +3,114 +1%
DnB Asset Management
228
DnB Asset Management
Norway
$10.5M +$513K +11,671 +5%
ICA
229
Infrastructure Capital Advisors
New York
$10.5M +$8.5M +193,342 +543%
FLPIM
230
F.L. Putnam Investment Management
Massachusetts
$10.2M +$125K +2,845 +1%
CWP
231
CFM Wealth Partners
Texas
$10.2M -$52.1K -1,186 -0.5%
CAG
232
Crestwood Advisors Group
Massachusetts
$10.2M -$350K -7,954 -3%
MC
233
Moors & Cabot
Massachusetts
$10.1M -$85.5K -1,945 -0.9%
Wealth Enhancement Advisory Services
234
Wealth Enhancement Advisory Services
Minnesota
$10M +$974K +22,160 +11%
Jane Street
235
Jane Street
New York
$9.98M -$15.9M -360,785 -62%
BCM
236
Brasada Capital Management
Texas
$9.98M +$1.22M +27,677 +15%
OSAM
237
O'Shaughnessy Asset Management
Connecticut
$9.86M +$1.71M +38,873 +25%
Mercer Global Advisors
238
Mercer Global Advisors
Colorado
$9.84M +$4.26M +96,934 +84%
TTWM
239
TCV Trust & Wealth Management
Virginia
$9.76M -$169K -3,847 -2%
State of Tennessee, Department of Treasury
240
State of Tennessee, Department of Treasury
Tennessee
$9.7M -$3.38M -76,965 -27%
Public Sector Pension Investment Board (PSP Investments)
241
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.68M
EM
242
ELCO Management
New York
$9.66M -$15.5K -353 -0.2%
UIC
243
Uniplan Investment Counsel
Wisconsin
$9.55M -$545K -12,392 -6%
Bessemer Group
244
Bessemer Group
New Jersey
$9.52M +$5.59M +127,062 +156%
WRM
245
Weybosset Research & Management
Rhode Island
$9.46M +$128K +2,902 +1%
BCIM
246
British Columbia Investment Management
British Columbia, Canada
$9.28M -$1.32M -30,031 -13%
MML Investors Services
247
MML Investors Services
Massachusetts
$9.28M +$1.59M +36,213 +22%
Acadian Asset Management
248
Acadian Asset Management
Massachusetts
$9.2M +$5.42M +123,370 +158%
URS
249
Utah Retirement Systems
Utah
$9.18M +$30.8K +700 +0.3%
Creative Planning
250
Creative Planning
Kansas
$9.09M +$790K +17,983 +10%

WMB Hedge Fund Activity: Q3 2024 in Review

1,342 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q3 2024, worth a combined $48.5B — up 7.5% from $45.2B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new WMB positions and 94 closed out — a net gain of 50 holders — while 501 added to existing stakes and 496 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $250M. The largest seller was Franklin Resources, cutting an estimated $297M.

  • 1,342 institutional investors held Williams Companies (WMB) as of Q3 2024, up from 1,308 in Q2 2024.
  • Funds reported $48.5B of Williams Companies stock for Q3 2024, up 7.5% quarter-over-quarter.
  • 144 funds opened new Williams Companies positions in Q3 2024 and 94 closed out, a net change of +50 holders.
  • The largest Williams Companies buyer in Q3 2024 was Wellington Management Group, an estimated $250M added.
  • The largest Williams Companies seller in Q3 2024 was Franklin Resources, an estimated $297M sold.

Based on aggregated 13F filings for Q3 2024.