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Williams Companies

1,518 hedge funds and large institutions have $57B invested in Williams Companies in 2024 Q4 according to their latest regulatory filings, with 277 funds opening new positions, 475 increasing their positions, 590 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more first-time investments, than exits

New positions opened: 277 | Existing positions closed: 75

52% more funds holding in top 10

Funds holding in top 10: 2944 (+15)

17% more capital invested

Capital invested by funds: $48.5B → $57B (+$8.42B)

13% more funds holding

Funds holding: 1,3411,518 (+177)

0.81% less ownership

Funds ownership: 87.12%86.31% (-0.81%)

19% less repeat investments, than reductions

Existing positions increased: 475 | Existing positions reduced: 590

26% less call options, than puts

Call options by funds: $427M | Put options by funds: $573M

Holders
1,518
Holders Change
+177
Holders Change %
+13.2%
% of All Funds
19.99%
Holding in Top 10
44
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+51.72%
% of All Funds
0.58%
New
277
Increased
475
Reduced
590
Closed
75
Calls
$427M
Puts
$573M
Net Calls
-$146M
Net Calls Change
-$359M
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
401
B. Riley Wealth Advisors
Florida
$5.06M -$1.21M -22,435 -19%
Two Sigma Advisers
402
Two Sigma Advisers
New York
$5.05M +$5.03M +93,300 New
OAM
403
Occidental Asset Management
California
$4.99M +$196K +3,635 +4%
LJCM
404
Lee Johnson Capital Management
Texas
$4.94M +$86.2K +1,599 +2%
MCB
405
Morton Community Bank
Illinois
$4.91M -$61K -1,131 -1%
HAI
406
Hennessy Advisors Inc
California
$4.85M
CC
407
Covalis Capital
United Kingdom
$4.81M +$4.79M +88,857 New
AGP
408
Autumn Glory Partners
Texas
$4.79M -$2M -37,113 -30%
AF
409
Aviso Financial
Ontario, Canada
$4.79M +$133K +2,459 +3%
UM
410
UniSuper Management
Australia
$4.75M +$684K +12,684 +17%
ATC
411
Argent Trust Co
Tennessee
$4.75M -$66.3K -1,231 -1%
GI
412
GS Investments
Minnesota
$4.66M -$264K -4,900 -5%
SWMG
413
Signature Wealth Management Group
Georgia
$4.64M -$1.55M -28,847 -25%
KRS
414
Kentucky Retirement Systems
Kentucky
$4.53M -$62.1K -1,153 -1%
MFG
415
Merit Financial Group
Georgia
$4.52M +$481K +8,928 +12%
PH
416
Pinnacle Holdings
Oklahoma
$4.48M -$8.89K -165 -0.2%
PPWP
417
Proquility Private Wealth Partners
Nevada
$4.48M -$27.9K -517 -0.6%
LA
418
LBP AM
France
$4.44M -$1.29M -24,018 -23%
FBT
419
First Bank & Trust
South Dakota
$4.44M -$945K -17,544 -18%
BCWM
420
Bartlett & Co Wealth Management
Ohio
$4.43M -$258K -4,793 -6%
SF
421
Summit Financial
New Jersey
$4.42M +$1.47M +27,189 +50%
MOS
422
MGO One Seven
Ohio
$4.41M +$828K +15,357 +23%
ET
423
Entropy Technologies
New York
$4.41M +$4.39M +81,413 New
SAM
424
Soviero Asset Management
New York
$4.33M -$269K -5,000 -6%
AWM
425
AE Wealth Management
Kansas
$4.33M -$185K -3,429 -4%

WMB Hedge Fund Activity: Q4 2024 in Review

1,518 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q4 2024, worth a combined $57B — up 17% from $48.5B a quarter earlier.

Buyers outnumbered sellers: 277 funds opened new WMB positions and 75 closed out — a net gain of 202 holders — while 475 added to existing stakes and 590 trimmed.

The largest buyer was Blackstone Inc, adding an estimated $273M. The largest seller was Bank of America, cutting an estimated $480M.

  • 1,518 institutional investors held Williams Companies (WMB) as of Q4 2024, up from 1,341 in Q3 2024.
  • Funds reported $57B of Williams Companies stock for Q4 2024, up 17% quarter-over-quarter.
  • 277 funds opened new Williams Companies positions in Q4 2024 and 75 closed out, a net change of +202 holders.
  • The largest Williams Companies buyer in Q4 2024 was Blackstone Inc, an estimated $273M added.
  • The largest Williams Companies seller in Q4 2024 was Bank of America, an estimated $480M sold.

Based on aggregated 13F filings for Q4 2024.