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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
EMPI
326
Elo Mutual Pension Insurance
Finland
$5.73M +$939K +21,370 +21%
HIP
327
HUB Investment Partners
Texas
$5.72M +$23.2K +527 +0.4%
HPG
328
Harvest Portfolios Group
Ontario, Canada
$5.7M +$31.1K +708 +0.6%
DC
329
Davenport & Co
Virginia
$5.7M -$2.07M -46,982 -27%
AAM
330
Aureus Asset Management
Massachusetts
$5.52M +$331K +7,533 +7%
CS
331
Candriam SCA
Luxembourg
$5.42M -$402K -9,153 -7%
DAC
332
Dividend Assets Capital
South Carolina
$5.41M -$175K -3,986 -3%
BRWA
333
B. Riley Wealth Advisors
Florida
$5.32M -$2.13M -48,377 -29%
Teacher Retirement System of Texas
334
Teacher Retirement System of Texas
Texas
$5.32M +$1.57M +35,669 +44%
PM
335
Phraction Management
Connecticut
$5.29M -$101K -2,300 -2%
FCM
336
Fourpath Capital Management
Oklahoma
$5.26M +$4.05M +92,035 +397%
CWM
337
Compass Wealth Management
Connecticut
$5.26M -$218K -4,950 -4%
BF
338
BOK Financial
Oklahoma
$5.24M -$300K -6,815 -6%
BCI
339
Brinker Capital Investments
Pennsylvania
$5.24M +$3.03K +69 +0.1%
OPS
340
Orion Portfolio Solutions
Nebraska
$5.24M +$3.03K +69 +0.1%
SWMG
341
Signature Wealth Management Group
Georgia
$5.23M -$54.6K -1,242 -1%
MPWT
342
MassMutual Private Wealth & Trust
Connecticut
$5.21M -$3.34K -76 -0.1%
MGP
343
Metis Global Partners
California
$5.19M +$795K +18,084 +19%
IWA
344
Icon Wealth Advisors
Texas
$5.14M -$36.5K -830 -0.7%
O
345
Ossiam
France
$5.07M +$3.74M +85,032 +327%
Thrivent Financial for Lutherans
346
Thrivent Financial for Lutherans
Minnesota
$5.03M -$15.4M -350,177 -76%
CBT
347
Central Bank & Trust
Kentucky
$5.02M -$579K -13,173 -11%
PP
348
PDT Partners
New York
$5M +$4.82M +109,577 New
TYCC
349
Texas Yale Capital Corp
Florida
$4.95M +$1.02M +23,250 +27%
CIBC World Market
350
CIBC World Market
Ontario, Canada
$4.85M -$29.8K -677 -0.6%

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.