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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
MCB
376
Morton Community Bank
Illinois
$4.19M -$89K -2,025 -2%
SPIA
377
Steward Partners Investment Advisory
New York
$4.17M -$169K -3,838 -4%
GI
378
GS Investments
Minnesota
$4.15M -$1.32K -30 -0%
EP
379
Edgestream Partners
New Jersey
$4.1M +$1.16M +26,337 +42%
LJCM
380
Lee Johnson Capital Management
Texas
$4.09M +$3.94M +89,658 New
HAI
381
Hennessy Advisors Inc
California
$4.09M
ATC
382
Argent Trust Co
Tennessee
$4.06M -$258K -5,878 -6%
OAM
383
Occidental Asset Management
California
$4.04M +$124K +2,817 +3%
Mirae Asset Global Investments
384
Mirae Asset Global Investments
South Korea
$4.02M +$796K +18,102 +26%
Envestnet Portfolio Solutions
385
Envestnet Portfolio Solutions
Illinois
$3.97M -$1.28M -29,175 -25%
BCWM
386
Bartlett & Co Wealth Management
Ohio
$3.95M -$771K -17,535 -17%
RAM
387
Roanoke Asset Management
New Jersey
$3.95M +$5.71K +130 +0.2%
AF
388
Aviso Financial
Ontario, Canada
$3.93M +$274K +6,223 +8%
SAM
389
Soviero Asset Management
New York
$3.88M -$1.54M -35,000 -29%
KRS
390
Kentucky Retirement Systems
Kentucky
$3.88M -$304K -6,924 -8%
AQR Capital Management
391
AQR Capital Management
Connecticut
$3.86M +$987K +22,457 +35%
AWM
392
AE Wealth Management
Kansas
$3.81M -$144K -3,267 -4%
PPWP
393
Proquility Private Wealth Partners
Nevada
$3.8M -$219K -4,974 -6%
PH
394
Pinnacle Holdings
Oklahoma
$3.79M +$13.2K +301 +0.4%
PGFC
395
Peapack-Gladstone Financial Corp
New Jersey
$3.76M +$24.3K +552 +0.7%
EF
396
Empowered Funds
Pennsylvania
$3.63M -$395K -8,975 -10%
AF
397
Arrow Financial
New York
$3.62M -$47.1K -1,072 -1%
MSU
398
Mizuho Securities USA
New York
$3.61M -$656K -14,930 -16%
DF
399
Donoghue Forlines
Massachusetts
$3.6M +$2.02M +46,042 +140%
LSA
400
L & S Advisors
California
$3.59M +$10.2K +232 +0.3%

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.