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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
AIM
276
Ausbil Investment Management
Australia
$7.78M -$6.24M -141,857 -45%
Public Employees Retirement Association of Colorado
277
Public Employees Retirement Association of Colorado
Colorado
$7.76M +$1.23K +28 +0%
GC
278
Guggenheim Capital
Illinois
$7.57M -$372K -8,472 -5%
AAS
279
Annex Advisory Services
Wisconsin
$7.55M +$728K +16,553 +11%
CWM
280
CIBC World Markets
New York
$7.55M +$366K +8,335 +5%
CAM
281
Cresset Asset Management
Illinois
$7.48M +$169K +3,841 +2%
BWL
282
Bogart Wealth LLC
Virginia
$7.4M -$97.2K -2,211 -1%
BPA
283
Beacon Pointe Advisors
California
$7.39M +$86.7K +1,972 +1%
BZWA
284
Blue Zone Wealth Advisors
California
$7.36M +$134K +3,040 +2%
SC
285
Skylands Capital
Wisconsin
$7.13M -$165K -3,750 -2%
HC
286
Hourglass Capital
Texas
$7.04M -$116K -2,640 -2%
Daiwa Securities Group
287
Daiwa Securities Group
Japan
$6.99M +$272K +6,199 +4%
GWM
288
Graybill Wealth Management
Illinois
$6.98M +$27.9K +634 +0.4%
TPA
289
Trivium Point Advisory
Connecticut
$6.98M -$156K -3,549 -3%
Balyasny Asset Management
290
Balyasny Asset Management
Illinois
$6.97M +$6.71M +152,617 New
PA
291
Procyon Advisors
Connecticut
$6.9M -$10.5K -238 -0.2%
CIC
292
Canal Insurance Company
South Carolina
$6.85M
RJT
293
Raymond James Trust
Florida
$6.77M -$98K -2,229 -1%
CWP
294
Cyndeo Wealth Partners
Florida
$6.75M -$437K -9,935 -6%
AI
295
Atria Investments
North Carolina
$6.7M -$1.28M -29,069 -17%
Marshall Wace
296
Marshall Wace
United Kingdom
$6.68M +$6.43M +146,362 New
BNP Paribas Asset Management
297
BNP Paribas Asset Management
France
$6.68M +$1.19M +27,186 +23%
Allspring Global Investments
298
Allspring Global Investments
North Carolina
$6.68M +$3.66M +83,300 +132%
GHAM
299
Gilman Hill Asset Management
Connecticut
$6.62M -$12.9K -293 -0.2%
FIM
300
FWL Investment Management
Texas
$6.61M +$196K +4,457 +3%

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.