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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
CAPTRUST Financial Advisors
301
CAPTRUST Financial Advisors
North Carolina
$6.56M -$639K -14,543 -9%
EAM
302
Erste Asset Management
Austria
$6.55M -$735K -16,725 -10%
PAM
303
Panagora Asset Management
Massachusetts
$6.55M -$1.36K -31 -0%
FIA
304
Foundations Investment Advisors
Arizona
$6.53M +$705K +16,032 +13%
HCA
305
Horan Capital Advisors
Ohio
$6.48M -$110K -2,511 -2%
SOADOR
306
State of Alaska Department of Revenue
Alaska
$6.46M +$397K +9,035 +7%
OC
307
Oppenheimer & Co
New York
$6.46M +$62.7K +1,427 +1%
FDCDDQ
308
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.42M -$217K -4,932 -3%
BC
309
Barnett & Company
Tennessee
$6.3M
AAM
310
Advisors Asset Management
Colorado
$6.3M -$1.44M -32,805 -19%
Loomis, Sayles & Company
311
Loomis, Sayles & Company
Massachusetts
$6.28M -$467K -10,627 -7%
Pathstone Holdings
312
Pathstone Holdings
New Jersey
$6.28M -$702K -15,979 -10%
KBC Group
313
KBC Group
Belgium
$6.2M -$37.5K -853 -0.6%
KCG
314
Kinsale Capital Group
Virginia
$6.17M +$824K +18,747 +16%
Cambridge Investment Research Advisors
315
Cambridge Investment Research Advisors
Iowa
$6.14M -$985K -22,412 -14%
CIG
316
Consolidated Investment Group
Colorado
$6.09M
WFMPM
317
Woodley Farra Manion Portfolio Management
Indiana
$6.03M -$1.58K -36 -0%
SI
318
Stephens Inc
Arkansas
$5.94M -$244K -5,555 -4%
GS
319
GTS Securities
New York
$5.93M -$51.4K -1,169 -0.9%
SCM
320
Sandler Capital Management
New York
$5.92M +$1.11M +25,287 +24%
ZIM
321
Zacks Investment Management
Illinois
$5.89M +$41.8K +951 +0.7%
MIM
322
Morningstar Investment Management
Illinois
$5.84M -$417K -9,478 -8%
ZB
323
Zions Bancorporation
Utah
$5.82M -$3.25M -73,904 -37%
VPIM
324
Vanguard Personalized Indexing Management
California
$5.76M +$891K +20,274 +19%
AGP
325
Autumn Glory Partners
Texas
$5.74M +$920K +20,934 +20%

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.