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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
CAL
401
Capital Analysts LLC
Pennsylvania
$3.56M -$438K -9,959 -11%
ITC
402
Inspire Trust Company
Nevada
$3.56M +$484K +11,000 +16%
CA
403
Continuum Advisory
Idaho
$3.53M +$53.5K +1,216 +2%
Man Group
404
Man Group
United Kingdom
$3.53M -$1.57M -35,645 -32%
DADC
405
D.A. Davidson & Co
Montana
$3.52M +$5.58K +127 +0.2%
SCM
406
Shelton Capital Management
Colorado
$3.52M +$3.08M +70,000 +972%
HIMCH
407
Hartford Investment Management Co (HIMCO)
Connecticut
$3.52M -$50.9K -1,157 -1%
UAS
408
United Asset Strategies
New York
$3.49M -$32.2K -732 -0.9%
JWM
409
Jackson Wealth Management
Florida
$3.49M +$3.36M +76,395 New
MS
410
Madden Securities
Texas
$3.47M
Luther King Capital Management (LKCM)
411
Luther King Capital Management (LKCM)
Texas
$3.45M +$1.25M +28,473 +61%
IWC
412
Integrated Wealth Concepts
Massachusetts
$3.44M -$17.1K -388 -0.5%
HI
413
Horizon Investments
North Carolina
$3.44M -$56.9K -1,295 -2%
UM
414
UniSuper Management
Australia
$3.43M +$116K +2,633 +4%
MFG
415
Merit Financial Group
Georgia
$3.41M -$446K -10,153 -12%
VRM
416
Vectors Research Management
New York
$3.37M -$109K -2,483 -3%
IMRF
417
Illinois Municipal Retirement Fund
Illinois
$3.37M +$428K +9,732 +15%
GSC
418
G&S Capital
Colorado
$3.35M -$141K -3,197 -4%
WAAG
419
Wealth Alliance Advisory Group
Kansas
$3.34M
DW30
420
Drucker Wealth 3.0
New Jersey
$3.31M +$60.5K +1,376 +2%
AG
421
Ascent Group
Virginia
$3.31M -$153K -3,491 -5%
FC
422
Forte Capital
New York
$3.24M -$26.2K -597 -0.8%
Tudor Investment Corp
423
Tudor Investment Corp
Connecticut
$3.23M +$3.11M +70,783 New
SVWAG
424
Sound View Wealth Advisors Group
Georgia
$3.22M +$657K +14,950 +27%
Barrow, Hanley, Mewhinney & Strauss
425
Barrow, Hanley, Mewhinney & Strauss
Texas
$3.21M

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.